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Carter Bankshares

114 hedge funds and large institutions have $194M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
51
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$161K 9,272 -7,952 -46%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$134K 7,655 -914 -11%
RIP
78
Rhino Investment Partners
Pennsylvania
$120K 6,909 +6,909 New
Raymond James Financial
79
Raymond James Financial
Florida
$108K 6,236 +6,236 New
PFSRSONJ
80
Police & Firemen's Retirement System of New Jersey
New Jersey
$95K 5,477
Fidelity Investments
81
Fidelity Investments
Massachusetts
$90.9K 5,245 -44 -0.8%
SL
82
Salomon & Ludwin
Virginia
$78K 4,365
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$66.9K 3,858 -2,038 -35%
TRCT
84
Tower Research Capital (TRC)
New York
$65.5K 3,776 +2,008 +114%
GRP
85
Global Retirement Partners
California
$56.7K 3,268 +3,268 New
SIC
86
Salem Investment Counselors
North Carolina
$54.6K 3,150
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$54K 3,131 -5,800 -65%
GWM
88
Geneos Wealth Management
Colorado
$45.5K 2,625 -1,091 -29%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$38K 2,171 +848 +64%
Legal & General Group
90
Legal & General Group
United Kingdom
$37K 2,132 +85 +4%
AIP
91
Ameritas Investment Partners
Nebraska
$34.6K 1,998
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$28.7K 1,653
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$25.8K 1,490
Osaic Holdings
94
Osaic Holdings
Arizona
$23.1K 1,312 +512 +64%
LFG
95
Larson Financial Group
Missouri
$21.5K 1,239 -30 -2%
EWA
96
EverSource Wealth Advisors
Alabama
$17.6K 1,015 +995 +4,975%
AB
97
Amalgamated Bank
New York
$15K 892
VCM
98
Versant Capital Management
Arizona
$12.9K 742
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$12.4K 714 +14 +2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$9.52K 549 +303 +123%