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Carter Bankshares

116 hedge funds and large institutions have $195M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$9.03K
GI
102
GAMMA Investing
California
$6.43K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$6.29K
FFO
104
Fortitude Family Office
Arizona
$3.95K
HCA
105
Harbor Capital Advisors
Illinois
$3K
RIL
106
Rothschild Investment LLC
Illinois
$1.39K
WA
107
WPG Advisers
Maryland
$1.25K
AF
108
Allworth Financial
California
$1.09K
CA
109
Clearstead Advisors
Ohio
$1.02K
TWD
110
True Wealth Design
Ohio
$937
IA
111
IFP Advisors
Florida
$850
PWA
112
Physician Wealth Advisors
Utah
$746
SAM
113
Smartleaf Asset Management
Massachusetts
$715
PA
114
Parallel Advisors
California
$191
FFA
115
Farther Finance Advisors
California
$17
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
Marshall Wace
117
Marshall Wace
United Kingdom
Man Group
118
Man Group
United Kingdom
CSS
119
Cubist Systematic Strategies
Connecticut
B
120
Bailard
California
MAM
121
Martingale Asset Management
Massachusetts
IIM
122
INTECH Investment Management
Florida
CF
123
Corebridge Financial
Texas
SG Americas Securities
124
SG Americas Securities
New York
CCM
125
Coldstream Capital Management
Washington