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Carter Bankshares
CARE

112 hedge funds and large institutions have $179M invested in Carter Bankshares in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 106 → 112 (+6)

1.1% more ownership

Funds ownership: 47.66% → 48.76% (+1.1%)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

7% less capital invested

Capital invested by funds: $193M → $179M (-$14.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
37
Reduced
39
Closed
5
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
-$311K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$7.28M
2
MCM
Maltese Capital Management
New York
+$1.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$799K
4
KCM
Kennedy Capital Management
Missouri
+$749K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$696K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$3.42M
2
FL
Fourthstone LLC
Missouri
-$1.84M
3
UBS Group
UBS Group
Switzerland
-$1.69M
4
Goldman Sachs
Goldman Sachs
New York
-$1.13M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
101
Point72 (DIFC)
United Arab Emirates
$6.62K -$10.1K -589 -59%
SCM
102
Sterling Capital Management
North Carolina
$6.38K -$5.78K -337 -46%
FFO
103
Fortitude Family Office
Arizona
$4.93K – – –
Federated Hermes
104
Federated Hermes
Pennsylvania
$3.98K +$4.22K +246 New
HCA
105
Harbor Capital Advisors
Illinois
$2K -$2.52K -147 -59%
WA
106
WPG Advisers
Maryland
$1.17K – – –
GI
107
GAMMA Investing
California
$712 -$51 -3 -6%
SAM
108
Smartleaf Asset Management
Massachusetts
$669 – – –
RIL
109
Rothschild Investment LLC
Illinois
$647 +$257 +15 +60%
EWA
110
EverSource Wealth Advisors
Alabama
$324 -$103 -6 -23%
FFA
111
Farther Finance Advisors
California
$16 – – –
HSBC Holdings
112
HSBC Holdings
United Kingdom
– -$373K -21,153 Closed
XT
113
XTX Topco
Cayman Islands
– -$209K -11,905 Closed
Simplex Trading
114
Simplex Trading
Illinois
– -$89K -5,062 Closed
AF
115
Allworth Financial
California
– -$1.28K -73 Closed
US Bancorp
116
US Bancorp
Minnesota
– -$1.14K -65 Closed
C
117
Covestor
United Kingdom
– +$69 +4 +100%
1 2 3 4
5

CARE Hedge Fund Activity: Q1 2025 in Review

112 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2025, worth a combined $179M — down 7.4% from $193M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CARE positions and 5 closed out — a net gain of 7 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was Nuveen, adding an estimated $7.28M. The largest seller was AllianceBernstein, cutting an estimated $3.42M.

  • 112 institutional investors held Carter Bankshares (CARE) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $179M of Carter Bankshares stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 12 funds opened new Carter Bankshares positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest Carter Bankshares buyer in Q1 2025 was Nuveen, an estimated $7.28M added.
  • The largest Carter Bankshares seller in Q1 2025 was AllianceBernstein, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2025.