CARE icon

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
Raymond James Financial
126
Raymond James Financial
Florida