Carter Bankshares
CARE
122 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, 42 increasing their positions, 36 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 36
15% more capital invested
Capital invested by funds: $195M → $224M (+$29M)
4% more funds holding
Funds holding: 117 → 122 (+5)
2.37% more ownership
Funds ownership: 48.44% → 50.8% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$8.48M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.26M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.19M |
| 4 |
Goldman Sachs
New York
|
+$1.07M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
| 2 |
Morgan Stanley
New York
|
-$1.08M |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$982K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$953K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$653K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$337K | -19,456 | Closed |
|
|
EGM
127
Engineers Gate Manager
New York
| – | -$262K | -15,095 | Closed |
|
|
SC
128
Savant Capital
Rockford,
Illinois
| – | -$215K | -12,379 | Closed |
|
129
Raymond James Financial
St Petersburg,
Florida
| – | -$108K | -6,236 | Closed |
|
CARE Hedge Fund Activity: Q3 2025 in Review
122 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q3 2025, worth a combined $224M — up 15% from $195M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CARE positions and 7 closed out — a net gain of 5 holders — while 42 added to existing stakes and 36 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $8.48M. The largest seller was Citadel Advisors, cutting an estimated $1.83M.
- 122 institutional investors held Carter Bankshares (CARE) as of Q3 2025, up from 117 in Q2 2025.
- Funds reported $224M of Carter Bankshares stock for Q3 2025, up 15% quarter-over-quarter.
- 12 funds opened new Carter Bankshares positions in Q3 2025 and 7 closed out, a net change of +5 holders.
- The largest Carter Bankshares buyer in Q3 2025 was Fourthstone LLC, an estimated $8.48M added.
- The largest Carter Bankshares seller in Q3 2025 was Citadel Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2025.