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Carter Bankshares

125 hedge funds and large institutions have $296M invested in Carter Bankshares in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $229M → $296M (+$66.6M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

4.47% more ownership

Funds ownership: 52.77%57.23% (+4.5%)

3% more funds holding

Funds holding: 121125 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
48
Reduced
40
Closed
10
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
-$703K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$10.3K +$3.03K +145 +49%
GI
102
GAMMA Investing
California
$10.1K +$480 +23 +6%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$9.82K +$7.03K +337 +401%
QCG
104
Quadrant Capital Group
Ohio
$8.35K +$689 +33 +10%
HCA
105
Harbor Capital Advisors
Illinois
$8K +$3.19K +153 +89%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$7K -$9.85K -472 -59%
EP
107
Essential Partners
California
$6.27K +$63 +3 +1%
AUB
108
Atlantic Union Bankshares
Virginia
$6.25K
Optiver Holding
109
Optiver Holding
Netherlands
$5.46K +$501 +24 +11%
FFO
110
Fortitude Family Office
Arizona
$4.5K -$709 -34 -15%
NSIM
111
North Star Investment Management
Illinois
$3.38K
TM
112
Torren Management
California
$2.4K -$20.6K -989 -91%
SAM
113
Smartleaf Asset Management
Massachusetts
$1.69K -$83 -4 -5%
WA
114
WPG Advisers
Maryland
$1.68K
TWD
115
True Wealth Design
Ohio
$1.28K +$21 +1 +2%
PA
116
Parallel Advisors
California
$1.28K +$563 +27 +96%
US Bancorp
117
US Bancorp
Minnesota
$1.24K +$1.11K +53 New
S
118
SignatureFD
Georgia
$1.21K +$438 +21 +68%
RIL
119
Rothschild Investment LLC
Illinois
$1.19K +$209 +10 +24%
IA
120
IFP Advisors
Florida
$1.14K
RFP
121
Root Financial Partners
California
$1.14K +$1.02K +49 New
C
122
Covestor
United Kingdom
$1K -$772 -37 -59%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$458 +$417 +20 New
MCM
124
MAI Capital Management
Ohio
$374 +$104 +5 +45%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$326 -$8.3K -398 -97%