Calidi Biotherapeutics Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DRW SECURITIES, LLC | 02/12/2026 | 147.77 K | $172.89 K | 100.00% | 3.01% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 83.52 K | $97.72 K | -1.69% | 1.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 41.93 K | $49.06 K | 41.68% | 0.85% |
| VANGUARD GROUP INC | 01/29/2026 | 34.73 K | $40.63 K | 0.00% | 0.71% |
| FMR LLC | 02/17/2026 | 22.01 K | $25.76 K | 17,510.40% | 0.45% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 21.24 K | $25.00 K | 100.00% | 0.43% |
| RS CRUM INC. | 02/17/2026 | 20.26 K | $23.70 K | 32.77% | 0.41% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 19.97 K | $23.37 K | -4.08% | 0.41% |
| NORTHERN TRUST CORP | 02/17/2026 | 17.76 K | $20.78 K | 100.00% | 0.36% |
| JANE STREET GROUP, LLC | 02/12/2026 | 11.49 K | $13.44 K | 100.00% | 0.23% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 10.00 K | $11.70 K | 100.00% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 7.51 K | $8.79 K | 193.06% | 0.15% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 2.77 K | $3.25 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.11 K | $2.46 K | 1,332.65% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 1.47 K | $1.72 K | 279.07% | 0.03% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 02/17/2026 | 1.04 K | $1.22 K | 0.00% | 0.02% |
| FINEPOINT CAPITAL LP | 02/13/2026 | 1.04 K | $1.22 K | 0.00% | 0.02% |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 02/11/2026 | 1.04 K | $1.22 K | 0.00% | 0.02% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 292 | $342 | 0.00% | 0.01% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 01/14/2026 | 101 | $119 | 0.00% | 0.00% |
| REYES FINANCIAL ARCHITECTURE, INC. | 01/26/2026 | 100 | $117 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 46 | $54 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 46 | $53 | 53.33% | 0.00% |
| CVA FAMILY OFFICE, LLC | 01/12/2026 | 42 | $49 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 28 | $33 | 100.00% | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 01/22/2026 | 1 | $2 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $1 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| WARBERG ASSET MANAGEMENT LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
Calidi Biotherapeutics Inc institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Calidi Biotherapeutics Inc. The most heavily invested institutionals were:
HighTower Advisors, LLC: 83,523
RS CRUM INC.: 40,256
Belpointe Asset Management LLC: 19,921
Farther Finance Advisors, LLC: 10,000
SBI Securities Co., Ltd.: 115
Tradewinds Capital Management, LLC: 101
9.14% of Calidi Biotherapeutics Inc stock is owned by institutional investors.
Institutional investors have bought a total of 556.94 K shares in the last 24 months. This purchase volume represents approximately $206.07 K in transactions.