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Carter Bankshares

119 hedge funds and large institutions have $224M invested in Carter Bankshares in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.36% more ownership

Funds ownership: 48.44%50.8% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$976K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.82M
2 +$1.31M
3 +$1.24M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
KCM
Kennedy Capital Management
Missouri
+$981K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$96.6K
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$87.9K
SL
78
Salomon & Ludwin
Virginia
$83.2K
RIP
79
Rhino Investment Partners
Pennsylvania
$72.9K
GRP
80
Global Retirement Partners
California
$63.4K
SIC
81
Salem Investment Counselors
North Carolina
$61.1K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$51K
GWM
83
Geneos Wealth Management
Colorado
$51K
Citigroup
84
Citigroup
New York
$43.9K
Legal & General Group
85
Legal & General Group
United Kingdom
$41.4K
AIP
86
Ameritas Investment Partners
Nebraska
$38.8K
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$28.9K
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$27.9K
SCM
89
Sterling Capital Management
North Carolina
$25.5K
LFG
90
Larson Financial Group
Missouri
$24K
Osaic Holdings
91
Osaic Holdings
Arizona
$23.7K
PAS
92
Point72 Asia (Singapore)
Singapore
$23.5K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$22.8K
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$20K
EWA
95
EverSource Wealth Advisors
Alabama
$19.7K
SOADOR
96
State of Alaska Department of Revenue
Alaska
$18K
AB
97
Amalgamated Bank
New York
$17K
TRCT
98
Tower Research Capital (TRC)
New York
$16.6K
Federated Hermes
99
Federated Hermes
Pennsylvania
$15.9K
VCM
100
Versant Capital Management
Arizona
$14.4K