Carter Bankshares
CARE
117 hedge funds and large institutions have $195M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 12 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 31
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
9% more capital invested
Capital invested by funds: $179M → $195M (+$15.4M)
4% more funds holding
Funds holding: 112 → 117 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.31% less ownership
Funds ownership: 48.75% → 48.44% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2.21M |
| 2 |
DT
Diversified Trust
Memphis,
Tennessee
|
+$2.12M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$1.21M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.17M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$8.07M |
| 2 |
Millennium Management
New York
|
-$1.31M |
| 3 |
BlackRock
New York
|
-$1.24M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$810K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$529K |
CARE Hedge Fund Activity: Q2 2025 in Review
117 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q2 2025, worth a combined $195M — up 8.6% from $179M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CARE positions and 12 closed out — a net gain of 5 holders — while 52 added to existing stakes and 31 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $2.21M. The largest seller was Nuveen, cutting an estimated $8.07M.
- 117 institutional investors held Carter Bankshares (CARE) as of Q2 2025, up from 112 in Q1 2025.
- Funds reported $195M of Carter Bankshares stock for Q2 2025, up 8.6% quarter-over-quarter.
- 17 funds opened new Carter Bankshares positions in Q2 2025 and 12 closed out, a net change of +5 holders.
- The largest Carter Bankshares buyer in Q2 2025 was Fourthstone LLC, an estimated $2.21M added.
- The largest Carter Bankshares seller in Q2 2025 was Nuveen, an estimated $8.07M sold.
Based on aggregated 13F filings for Q2 2025.