Charlton Aria Acquisition Corp (CHAR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,528,414Shares Outstanding

4,157,377Shares held by institutions

$43,901,901Value of institutional holdings

68.19%Institutional ownership %

0.44%Shares Changed QoQ

26No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 26 institutional investors hold a position in Charlton Aria Acquisition Corp (NASDAQ:CHAR).

The percentage of Charlton Aria Acquisition owned by institutions changed from 70.3% in September 2025 to 68.2% in December 2025, marking a slight down trend.
Quarterly data indicates a 0.44% shift in institutional share volume, and the annual owner count reflects an increase of 8.33%.
A review of institutional activity for Charlton Aria Acquisition shows 8 of 26 filers increasing their positions, while 4 reduced their stake, and 14 remained unchanged.
Collectively, institutional investors increased their stake in Charlton Aria Acquisition to 7.86Mn shares as of December 2025, a change that is up by 34.72K shares quarter on quarter and down N/A shares year over year.
Karpus Management, Inc. continues to be the largest institutional holder of Charlton Aria Acquisition as of December 31, 2025, with a position of 1.42Mn shares, representing 12.35% of the company's outstanding stock.
Among the most significant buyers of Charlton Aria Acquisition during December 2025 were Clear Street Group Inc. (86.00K), ABC ARBITRAGE SA (20.00K), GLAZER CAPITAL, LLC (2.53K), BERKLEY W R CORP (903), Radcliffe Capital Management, L.P. (100).
Leading sellers of Charlton Aria Acquisition stock in December 2025 included HEIGHTS CAPITAL MANAGEMENT, INC (40.00K), Karpus Management, Inc. (19.06K), WOLVERINE ASSET MANAGEMENT LLC (15.56K), RIVERNORTH CAPITAL MANAGEMENT, LLC (231).
The top 10 institutional holders of Charlton Aria Acquisition for the quarter ending December 2025 included Karpus Management, Inc. (1.42Mn), First Trust Capital Management L.P. (828.75K), MIZUHO SECURITIES USA LLC (791.30K), WOLVERINE ASSET MANAGEMENT LLC (744.42K), BERKLEY W R CORP (736.23K), AQR Arbitrage LLC (525.20K), WHITEBOX ADVISORS LLC (399.00K), Hudson Bay Capital Management LP (325.00K), RIVERNORTH CAPITAL MANAGEMENT, LLC (299.51K), BOOTHBAY FUND MANAGEMENT, LLC (276.61K).

26 Institutional Holders

4,157,377 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Karpus Management, Inc.	31 Dec, 2025	1,423,967	-19,062	-1.32%	$14,894,695.00
First Trust Capital Management L.P.	31 Dec, 2025	828,750	0	0.00%	$8,660,438.00
MIZUHO SECURITIES USA LLC	31 Dec, 2025	791,298	0	0.00%	$8,166,195.00
WOLVERINE ASSET MANAGEMENT LLC	31 Dec, 2025	744,425	-15,563	-2.05%	$7,801,574.00
BERKLEY W R CORP	31 Dec, 2025	736,229	903	0.12%	$7,700,955.00
AQR Arbitrage LLC	31 Dec, 2025	525,203	0	0.00%	$5,504,127.00
WHITEBOX ADVISORS LLC	31 Dec, 2025	399,000	0	0.00%	$4,169,550.00
Hudson Bay Capital Management LP	31 Dec, 2025	325,000	0	0.00%	$3,406,000.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	299,513	-231	-0.08%	$3,132,906.00
BOOTHBAY FUND MANAGEMENT, LLC	31 Dec, 2025	276,607	0	0.00%	$2,890,543.00
TORONTO DOMINION BANK	31 Dec, 2025	200,000	0	0.00%	$2,090,000.00
Westchester Capital Management, LLC	31 Dec, 2025	200,000	0	0.00%	$2,096,000.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	197,541	30	0.02%	$2,066,279.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	187,500	0	0.00%	$1,961,250.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	150,000	0	0.00%	$1,572,000.00
Clear Street Group Inc.	31 Dec, 2025	116,977	86,000	277.63%	$334,160.00
Crossingbridge Advisors, LLC	31 Dec, 2025	115,000	0	0.00%	$115,000.00
Warberg Asset Management LLC	31 Dec, 2025	98,665	0	0.00%	$1,034,009.00
Radcliffe Capital Management, L.P.	31 Dec, 2025	75,151	100	0.13%	$787,582.00
GLAZER CAPITAL, LLC	31 Dec, 2025	50,242	2,528	5.30%	$526.00

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