How many institutions own CLDI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CLDI shares is 39, representing 4.45% of the company's common stock.

Who are the major shareholders selling Calidi Biotherapeutics, Inc. stock?

BELPOINTE ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in CLDI by -100% restricting it's holding to 0 shares of worth nearly -. HIGHTOWER ADVISORS, LLC also lessened -1.69% of the CLDI shares from its portfolio, reducing its holding to 83.52 thousand shares of worth $97.72K. ADVISOR GROUP HOLDINGS, INC. also shunned CLDI shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying CLDI stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in CLDI by 279.07% in the last quarter. The institutional holder raised its holding to 1.47 thousand shares having worth more than $1.72K. FARTHER FINANCE ADVISORS, LLC also added 100% more shares of CLDI to its portfolio, raising its holding to 10 thousand shares of worth $11.70K. FMR LLC also increased its CLDI shares holding by 17,510.4% which brought its holding to 22.01 thousand shares worth $25.76K.

CLDI's major insiders: who are they?

The insider with the most stakes in CLDI is Leftwich Scott , director at the company. Additionally, CLDI stock is highly held by director Camaisa Allan and director Schoeneck James A among others.

Did an insider recently sell CLDI stock?

Company executives, directors, and other insiders own 20.25% percent of Calidi Biotherapeutics, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which CLDI insiders have sold stock, totaling 850 shares. Insiders that have sold shares include CAMAISA ALLAN.

Which insider recently purchased CLDI stock?

There have been 0 transaction(s) during the past 6-months in which Calidi Biotherapeutics, Inc. insiders have bought stock, totalling 0 shares

How much of CLDI does insiders own?

Around 76.95K Calidi Biotherapeutics, Inc. shares are held by insiders, which represents about 20.25% of CLDI stock.

Who is the insider with the largest stake?

CLDI director, Leftwich Scott holds the largest portfolio of the company's shares. CLDI shares owned by Leftwich total nearly 125 thousand.

Which institution holds the most shares in CLDI?

CVA FAMILY OFFICE, LLC is the largest institutional owner in CLDI which holds 42 shares worth $49.00 or 0% of the total CLDI shares outstanding followed by BELPOINTE ASSET MANAGEMENT LLC with ownership of 0 shares representing 0% of the CLDI ownership. MORGAN STANLEY is the third largest stakeholder with 1.47 thousand shares or 0.03% of the ownership worth more than $1.72K.

Is Calidi Biotherapeutics, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CLDI is concerned, it is a stock which is not optionable.

Is there a short position on CLDI's shares?

Number of CLDI shares short is 270.02K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CLDI shares are there?

As of today, 5.35M shares of CLDI are outstanding.

Is there many float in CLDI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CLDI has 2.35M shares in float.

CLDI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CLDI is 0.32.

Calidi Biotherapeutics (CLDI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares7.55

Short Percent Of Float8.05

Shares Outstanding5.35M

Shares Float2.35M

Shares Short270.02K

Short Ratio0.32

8.05%

Short % of Float

7.55%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

20.25% Percentage of Shares held by All Insiders

4.45% Percentage of Shares held by All Institutions

5.58% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 4.45% of CLDI shares are held by financial institutions. CVA FAMILY OFFICE, LLC is the top corporate investor, holding 42 shares valued at $49.00. A 0% stake in Calidi Biotherapeutics, Inc. is owned by the company. BELPOINTE ASSET MANAGEMENT LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0%	42	49	0	0
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-20.82K	-100.00%
Dec 31, 2025	MORGAN STANLEY	0.03%	1.47K	1.72K	1.08K	+279.07%
Dec 31, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	0.02%	1.04K	1.22K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.2%	10K	11.7K	10K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	0.71%	34.73K	40.63K	0	0
Dec 31, 2025	FMR LLC	0.45%	22.01K	25.76K	21.89K	+17,510.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.85%	41.93K	49.06K	12.33K	+41.68%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.7%	83.52K	97.72K	-1.43K	-1.69%
Dec 31, 2025	DRW SECURITIES, LLC	3.01%	147.77K	172.89K	147.77K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-253	-100.00%
Dec 31, 2025	WARBERG ASSET MANAGEMENT LLC	0%	0	-	-18.71K	-100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-9	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	1	1	+100.00%
Dec 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	1	2	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	28	33	28	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	46	53	16	+53.33%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	46	54	0	0
Dec 31, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0%	100	117	0	0
Dec 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	101	119	0	0
Dec 31, 2025	BARRETT & COMPANY, INC.	0.01%	292	342	0	0
Dec 31, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.02%	1.04K	1.22K	0	0
Dec 31, 2025	FINEPOINT CAPITAL LP	0.02%	1.04K	1.22K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-417	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.43%	21.24K	25K	21.24K	+100.00%
Dec 31, 2025	RS CRUM INC.	0.41%	20.26K	23.7K	5K	+32.77%
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	11.49K	13.44K	11.49K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.36%	17.76K	20.78K	17.76K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	2.77K	3.25K	2.77K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.15%	7.51K	8.79K	4.95K	+193.06%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-63	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	147	228	147	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-71.2K	-100.00%
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0%	0	-	-500	-100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-10.24K	-100.00%
Sep 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	0	-	-6.34K	-100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-422.5K	-100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-232.58K	-100.00%
Sep 30, 2025	WARBERG ASSET MANAGEMENT LLC	0.38%	18.71K	28.43K	18.71K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-31.1K	-100.00%
Sep 30, 2025	STATE STREET CORP	0%	0	-	-61.29K	-100.00%
Sep 30, 2025	RS CRUM INC.	0.31%	15.26K	23.19K	15.26K	+100.00%
Sep 30, 2025	RED WAVE INVESTMENTS LLC	0%	0	-	-80.83K	-100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	0	-	-1K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-44.9K	-100.00%
Sep 30, 2025	ARMISTICE CAPITAL, LLC	0%	0	-	-792K	-100.00%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0%	0	-	-10K	-100.00%
Sep 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0%	0	-	-12.5K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	0	-	-1.92K	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-13.21K	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	0%	0	-	-353.38K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-48.69K	-100.00%
Sep 30, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0%	100	152	100	+100.00%
Sep 30, 2025	FMR LLC	0%	125	190	125	+100.00%
Sep 30, 2025	FINEPOINT CAPITAL LP	0%	0	-	-12.5K	-100.00%
Sep 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0%	0	-	-45K	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-5K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-119.47K	-100.00%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0%	0	-	-21.02K	-100.00%
Sep 30, 2025	CPR INVESTMENTS INC.	0%	0	-	-101K	-100.00%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-43.61K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-326	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-13.5K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-560	-100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.42%	20.82K	31.65K	-229.01K	-91.67%
Sep 30, 2025	BARRETT & COMPANY, INC.	0%	0	-	-3.5K	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-259	-100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-8.94K	-100.00%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.72%	249.83K	57.46K	0	0
Jun 30, 2025	RS CRUM INC.	0%	0	-	-55.31K	-100.00%
Jun 30, 2025	ARMISTICE CAPITAL, LLC	2.29%	792K	182.16K	-2.53M	-76.16%
Jun 30, 2025	CPR INVESTMENTS INC.	0.29%	101K	23.23K	0	0
Jun 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.13%	45K	10.35K	-10K	-18.18%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.06%	21.02K	4.84K	0	0
Jun 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.04%	12.5K	2.88K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	1.22%	422.5K	97.18K	-67.3K	-13.74%
Jun 30, 2025	VANGUARD GROUP INC	1.02%	353.38K	81.28K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.67%	232.58K	53.49K	-19.34K	-7.68%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	119.47K	27.48K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	48.69K	11.2K	0	0
Jun 30, 2025	UBS GROUP AG	0.13%	44.9K	10.33K	44.9K	+4,490,100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	26.75K	6.15K	7.5K	+38.96%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	13.21K	3.04K	13.21K	+100.00%
Jun 30, 2025	FINEPOINT CAPITAL LP	0.04%	12.5K	2.88K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0.03%	10.24K	2K	-44.5K	-81.29%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.03%	10K	2.3K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	5K	1K	0	0
Jun 30, 2025	BARRETT & COMPANY, INC.	0.01%	3.5K	805	0	0
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	1K	230	0	0
Jun 30, 2025		0%	560	129	260	+86.67%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0%	500	115	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	326	75	104	+46.85%
Jun 30, 2025	BLACKROCK, INC.	0%	259	60	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	63	14	63	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.13%	43.61K	10K	43.61K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	1.92K	441	-100	-4.95%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	560	129	260	+86.67%
Jun 30, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	0%	0	-	-12.5K	-100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	8.94K	2.06K	3.82K	+74.69%
Jun 30, 2025	RED WAVE INVESTMENTS LLC	0.23%	80.83K	18.59K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.21%	71.2K	16.38K	71.2K	+100.00%
Jun 30, 2025	STATE STREET CORP	0.18%	61.29K	14.1K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	31.1K	7.15K	31.1K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	13.5K	3K	0	0
Jun 30, 2025	GRASSI INVESTMENT MANAGEMENT	0.03%	10K	2K	0	0
Jun 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.02%	6.34K	1.46K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-32.64K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-20.26K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-11K	-100.00%
Jun 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0%	0	-	-15.55K	-100.00%
Jun 30, 2025	XTX TOPCO LTD	0%	0	-	-16.03K	-100.00%
Mar 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.08%	21.02K	11.9K	0	0
Mar 31, 2025	BLACKROCK, INC.	0%	259	147	0	0
Mar 31, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.05%	12.5K	7.08K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	32.64K	18.48K	9.63K	+41.86%
Mar 31, 2025		0%	300	170	300	+100.00%
Mar 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.2%	55K	31.14K	-35K	-38.89%
Mar 31, 2025	CPR INVESTMENTS INC.	0.37%	101K	57.19K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	5K	3K	0	0
Mar 31, 2025	FINEPOINT CAPITAL LP	0.05%	12.5K	7.08K	-1	-0.01%
Mar 31, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	0.05%	12.5K	7.08K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	13.5K	8K	13.5K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	19.25K	10.91K	18.5K	+2,456.84%
Mar 31, 2025	NORTHERN TRUST CORP	0.18%	48.69K	27.57K	28.76K	+144.28%
Mar 31, 2025	IFP ADVISORS, INC	0%	0	-	-3.5K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-33.44K	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-17.51K	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	1	1	-8.8K	-99.99%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	222	126	-835	-79.00%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	1K	567	0	0
Mar 31, 2025	BARRETT & COMPANY, INC.	0.01%	3.5K	1.98K	0	0
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.07%	20.26K	11.47K	20.26K	+100.00%
Mar 31, 2025	STATE STREET CORP	0.23%	61.29K	34.7K	38.5K	+168.93%
Mar 31, 2025	RED WAVE INVESTMENTS LLC	0.3%	80.83K	45.77K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	119.47K	67.64K	17.2K	+16.81%
Mar 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.06%	15.55K	8.81K	15.55K	+100.00%
Mar 31, 2025	XTX TOPCO LTD	0.06%	16.03K	9.08K	16.03K	+100.00%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.92%	249.83K	141.46K	249.83K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.93%	251.92K	142.63K	91.9K	+57.43%
Mar 31, 2025	VANGUARD GROUP INC	1.3%	353.38K	200.01K	292.01K	+475.78%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.81%	489.8K	277.33K	477.3K	+3,818.40%
Mar 31, 2025	ARMISTICE CAPITAL, LLC	12.26%	3.32M	1.88M	3.32M	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0%	0	-	-15.75K	-100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-136.14K	-100.00%
Mar 31, 2025	RS CRUM INC.	0.2%	55.31K	31.32K	14.85K	+36.70%
Mar 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.02%	6.34K	3.59K	0	0
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.04%	10K	5.66K	0	0
Mar 31, 2025	GRASSI INVESTMENT MANAGEMENT	0.04%	10K	6K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	11K	6.23K	11K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.2%	54.74K	31K	-18.71K	-25.48%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	5.12K	2.9K	5.12K	+100.00%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0%	500	283	0	0
Mar 31, 2025	MORGAN STANLEY	0.01%	2.02K	1.14K	-501	-19.88%

Insiders

Among the CLDI insiders holding of 20.25% of the stake in company, LEFTWICH SCOTT, director, holds the largest shares of 125K. CAMAISA ALLAN, director, is the second largest CLDI insider with ownership of 76.95K shares. SCHOENECK JAMES A, director, stands third with possession of 75K shares of that stake.

Insiders	Designation	Shares Held
LEFTWICH SCOTT	director	125K
CAMAISA ALLAN	director	76.95K
SCHOENECK JAMES A	director	75K
POMA ERIC E	Chief Executive Officer	25K
JACKSON ANDREW C.	Chief Financial Officer	2.5K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2025	CAMAISA ALLAN	SALE	1.46	850	1.24K	76.95K
Aug 21, 2025	SCHOENECK JAMES A	PURCHASE	2.00	75K	150K	75K
Aug 21, 2025	POMA ERIC E	PURCHASE	2.00	25K	50K	25K
Aug 21, 2025	LEFTWICH SCOTT	PURCHASE	2.00	125K	250K	125K
Aug 21, 2025	JACKSON ANDREW C.	PURCHASE	2.00	2.5K	5K	2.5K
Dec 17, 2024	CAMAISA ALLAN	SALE	1.62	10K	16.2K	66.71K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES8501

NET SHARES-8501

SHARES HELD76.95K1

% NET SHARES-101.1%0%

Frequently Asked Questions