Calidi Biotherapeutics Inc (CLDI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Calidi Biotherapeutics Inc (CLDI) following the 2026 Q1 hedge fund 13F filings?

As of today, CLDI has moved -14.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +695.4% for the XLV sector ETF — an outperformance of -709.4%. Since the quarter end (March 31, 2026), CLDI gained -33.0% vs +708.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Calidi Biotherapeutics Inc (CLDI)

29 + Investors. Track Smart Money conviction in CLDI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CLDI

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added CLDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 78% of 2.0Y peak

78% of all-time peak

29 funds currently hold this stock — 78% of the 2.0-year high of 37 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q

8 fewer hedge funds hold CLDI compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 65% buying

15 buying8 selling

Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 5 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 41% entered in last year

■ 0% conviction (2yr+) ■ 59% medium ■ 41% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +348%, value +35%

Value

+35%

+348%

Last quarter: funds added +348% more shares while total portfolio value only changed +35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~8 new funds/quarter

9 → 5 → 5 → 7 → 8 new funds/Q

New funds entering each quarter: 5 → 5 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 41% new entrants

■ 0% veterans ■ 59% 1-2yr ■ 41% new

Of 29 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 12 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

7 of 29 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.9

out of 10

Low Exit Risk

Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	29	26	11.54%
13F Shares	2M	448K	348.13%
Total Value	$709K	$525K	35.1%
New Positions	8	7	+1
Increased Positions	7	7	-
Closed Positions	5	3	+2
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

11.54%

13F Shares

448K

348.13%

Total Value

$709K

$525K

35.1%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLDI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 24 CLDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sabby Management, LLC	0.23%	434,903	$104K
2	Warberg Asset Management LLC	0.01%	250,000	$59K
3	Armistice Capital, LLC	0.00%	879,000	$210K
4	Rs Crum INC.	0.00%	40,256	$10K
5	Arax Advisory Partners	0.00%	37,345	$9K
6	Belpointe Asset Management LLC	0.00%	19,921	$5K
7	Farther Finance Advisors, LLC	0.00%	10,000	$2K
8	HighTower Advisors, LLC	0.00%	83,523	$20K
9	Reyes Financial Architecture, Inc.	0.00%	100	—
10	Finepoint Capital LP	0.00%	1,042	—
11	Tower Research Capital LLC (TRC)	0.00%	1,396	—
12	Highbridge Capital Management LLC	0.00%	1,042	—
13	Hrt Financial LP	0.00%	10,133	$2K
14	Tradewinds Capital Management, LLC	0.00%	101	—
15	Apollo Management Holdings, L.P.	0.00%	1,042	—
16	Jane Street Group, LLC	0.00%	34,802	$8K
17	CVA Family Office, LLC	0.00%	42	—
18	SBI Securities Co., Ltd.	0.00%	115	—
19	Osaic Holdings, INC.	0.00%	2,106	—
20	Vanguard Fiduciary Trust Co	0.00%	9,219	$2K
21	Vanguard Capital Management LLC	0.00%	25,509	$6K
22	Morgan Stanley	0.00%	9,467	$2K
23	Fmr LLC	0.00%	255	—
24	Citigroup Inc	0.00%	14	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Calidi Biotherapeutics Inc (CLDI)

What does the Smart Money Trend signal show for CLDI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLDI?

More buyers than sellers — 65% buying: Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLDI holders?

Strong quality — 39% AUM from major funds: 7 of 29 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLDI?

Mostly new holders — 41% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Calidi Biotherapeutics Inc (CLDI) following the 2026 Q1 hedge fund 13F filings?

As of today, CLDI has moved -14.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +695.4% for the XLV sector ETF — an outperformance of -709.4%. Since the quarter end (March 31, 2026), CLDI has gained -33.0% vs +708.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Calidi Biotherapeutics Inc (CLDI)

Smart Money Signals — CLDI

Buying streak — 2 quarters in a row

High ownership — 78% of 2.0Y peak

Outflows — 22% fewer funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 41% entered in last year

Buying through price weakness — shares +348%, value +35%

Steady discovery — ~8 new funds/quarter

Mixed cohorts — 0% veterans, 41% new entrants

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — CLDI

Hedge Fund Ownership: CLDI

Market Analysis: CLDI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLDI

Is It Too Late to Buy Calidi Biotherapeutics Inc (CLDI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CLDI

Statistics: CLDI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Calidi Biotherapeutics Inc (CLDI)

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