CARLSMED, INC. (CARL) Institutional Ownership Changes & 13F Activity

CARLSMED, INC. (CARL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Orbimed Advisors Llc, Janus Henderson Group Plc, Blackrock, Inc., Russell Investments Group, Ltd., and Millennium Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+15,155—15,155$187.16KQ4 2025Feb 18, 2026
Orbimed Advisors LlcBuy+1,252,600—1,252,600$15.47MQ4 2025Feb 17, 2026
Janus Henderson Group PlcBuy+1,140,618—1,140,618$14.09MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+160,238—160,238$1.98MQ4 2025Feb 17, 2026
Millennium Management LlcBuy+128,970—128,970$1.59MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+50,700—50,700$626.14KQ4 2025Feb 17, 2026
Burkehill Global Management, LpBuy+50,000—50,000$617.50KQ4 2025Feb 17, 2026
Ghisallo Capital Management LlcBuy+50,000—50,000$617.50KQ4 2025Feb 17, 2026
Board Of Trustees Of The Leland Stanford Junior UniversityBuy+25,030—25,030$309.12KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+21,136—21,136$261.03KQ4 2025Feb 17, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+3,240—3,240$40.01KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+1,032—1,032$12.74KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,026—1,026$13.00KQ4 2025Feb 17, 2026
California State Teachers Retirement SystemBuy+417—417$5.15KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+380—380$4.69KQ4 2025Feb 17, 2026
Fmr LlcBuy+307—307$3.79KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+20—20$247.00Q4 2025Feb 17, 2026
State Street CorpBuy+68,941—68,941$851.42KQ4 2025Feb 13, 2026
Boston PartnersBuy+26,100—26,100$322.34KQ4 2025Feb 13, 2026
Cohen & Steers, Inc.Buy+20,000—20,000$247.00KQ4 2025Feb 13, 2026
Charles Schwab Investment Management IncBuy+16,775—16,775$207.17KQ4 2025Feb 13, 2026
Morgan StanleyBuy+13,329—13,329$164.61KQ4 2025Feb 13, 2026
Barclays PlcBuy+10,633—10,633$131.32KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+7,834—7,834$96.75KQ4 2025Feb 13, 2026
Rhumbline AdvisersBuy+4,419—4,419$54.57KQ4 2025Feb 13, 2026
Police & Firemen'S Retirement System Of New JerseyBuy+1,258—1,258$15.54KQ4 2025Feb 13, 2026
Citigroup IncBuy+187—187$2.31KQ4 2025Feb 13, 2026
Sterling Capital Management LlcBuy+179—179$2.21KQ4 2025Feb 13, 2026
Blackrock, Inc.Buy+427,474—427,474$5.28MQ4 2025Feb 12, 2026
Renaissance Technologies LLCBuy+24,300—24,300$300.11KQ4 2025Feb 12, 2026
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Frequently asked questions about CARL activity

  • Which institutional owners are buying CARL?

    Institutional owners buying CARL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CARL activity?

    "Buy" means an investor increased their reported position in CARL compared to the prior reporting period. This reflects growing exposure to CARLSMED, INC. (CARL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CARL increasing?

    Institutional interest in CARL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.