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Calidi Biotherapeutics, Inc.

CLDI
Exchange
NYSE
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001855485

No open-market purchases or sales by Calidi Biotherapeutics, Inc. insiders were filed in the last 90 days; 23 institutions reported holding it in 13F filings for Q2 2026, worth $89.3K in total; no superinvestor holds it.

Other share classesCLDWW

13F holders, Q2 2025

Institutional positions in Calidi Biotherapeutics, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
35
−1 vs. Q1 2025
Shares held
2.86M
−2.60M (−47.6%) vs. Q1 2025
Total value
$656.8K
−$2.43M (−78.8%) vs. Q1 2025
New holders
5
6 more added
Sold out
6
6 more reduced

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CLDI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 35 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 27 institutionsQ1 2022: 40 institutionsQ2 2022: 42 institutionsQ3 2022: 21 institutionsQ4 2022: 25 institutionsQ1 2023: 27 institutionsQ2 2023: 25 institutionsQ3 2023: 13 institutionsQ4 2023: 25 institutionsQ1 2024: 31 institutionsQ2 2024: 32 institutionsQ3 2024: 20 institutionsQ4 2024: 33 institutionsQ1 2025: 36 institutionsQ2 2025: 35 institutionsQ3 2025: 22 institutionsQ4 2025: 27 institutionsQ1 2026: 28 institutionsQ2 2026: 23 institutions
Value heldQ2 2025: $656.8K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $184.1MQ1 2022: $202.4MQ2 2022: $214.8MQ3 2022: $36.1MQ4 2022: $39.6MQ1 2023: $45.8MQ2 2023: $40.6MQ3 2023: $3.54MQ4 2023: $3.29MQ1 2024: $1.56MQ2 2024: $523.2KQ3 2024: $363.4KQ4 2024: $1.27MQ1 2025: $3.09MQ2 2025: $656.8KQ3 2025: $353.6KQ4 2025: $524.7KQ1 2026: $478.8KQ2 2026: $89.3K
Institutions holding CLDI and their total value by quarter
QuarterHoldersValue
Q2 202623$89.3K
Q1 202628$478.8K
Q4 202527$524.7K
Q3 202522$353.6K
Q2 202535$656.8K
Q1 202536$3.09M
Q4 202433$1.27M
Q3 202420$363.4K
Q2 202432$523.2K
Q1 202431$1.56M
Q4 202325$3.29M
Q3 202313$3.54M
Q2 202325$40.6M
Q1 202327$45.8M
Q4 202225$39.6M
Q3 202221$36.1M
Q2 202242$214.8M
Q1 202240$202.4M
Q4 202127$184.1M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Calidi Biotherapeutics, Inc.; share changes are against Q1 2025.

Institutions holding CLDI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC792,000$182.2K0.01%−2,530,000−76.2%Reduced
Bank of Montreal422,500$97.2K0.00%−67,300−13.7%Reduced
Vanguard Group Inc353,380$81.3K0.00%00.0%Unchanged
Belpointe Asset Management LLC249,833$57.5K0.00%00.0%Unchanged
Geode Capital Management, LLC232,576$53.5K0.00%−19,340−7.7%Reduced
HighTower Advisors, LLC119,471$27.5K0.00%00.0%Unchanged
CPR Investments Inc.101,000$23.2K0.02%00.0%Unchanged
Red Wave Investments LLC80,828$18.6K0.01%00.0%Unchanged
Citadel Advisors LLC71,196$16.4K0.00%+71,196New
State Street Corp61,290$14.1K0.00%00.0%Unchanged
Northern Trust Corp48,693$11.2K0.00%00.0%Unchanged
Drive Wealth Management, LLC45,000$10.3K0.00%−10,000−18.2%Reduced
UBS Group AG44,902$10.3K0.00%+44,901+4,490,100.0%Added
HRT Financial LP43,609$10.0K0.00%+43,609New
Raymond James Financial Inc31,100$7.15K0.00%+31,100New
Advisor Group Holdings, Inc.26,753$6.15K0.00%+7,500+39.0%Added
Delta Investment Management, LLC21,023$4.83K0.00%00.0%Unchanged
Goldman Sachs Group Inc13,205$3.04K0.00%+13,205New
Commonwealth Equity Services, LLC13,500$3.00K0.00%00.0%Unchanged
Highbridge Capital Management LLC12,501$2.88K0.00%00.0%Unchanged
Finepoint Capital LP12,499$2.88K0.00%00.0%Unchanged
Avidian Wealth Solutions, LLC10,000$2.30K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,937$2.06K0.00%+3,821+74.7%Added
Virtu Financial LLC10,240$2.00K0.00%−44,497−81.3%Reduced
Grassi Investment Management10,000$2.00K0.00%00.0%Unchanged
Royal Bank of Canada10,000$2.00K0.00%+5,000+100.0%Added
Evermay Wealth Management LLC6,342$1.46K0.00%00.0%Unchanged
Barrett & Company, Inc.3,500$8050.00%00.0%Unchanged
Morgan Stanley1,919$4410.00%−100−5.0%Reduced
Tradewinds Capital Management, LLC1,000$2300.00%00.0%Unchanged
SBI Securities Co., Ltd.560$1290.00%+260+86.7%Added
CVA Family Office, LLC500$1150.00%00.0%Unchanged
Bank of America Corp326$750.00%+104+46.8%Added
BlackRock, Inc.259$600.00%00.0%Unchanged
JPMorgan Chase & Co63$140.00%+63New
RS Crum Inc.0$00.00%−55,313−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−32,642−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−20,259−100.0%Sold out
XTX Topco Ltd0$00.00%−16,034−100.0%Sold out
Apollo Management Holdings, L.P.0$00.00%−12,500−100.0%Sold out
GWM Advisors LLC0$00.00%−11,000−100.0%Sold out