Carter Bankshares
CARE
121 hedge funds and large institutions have $229M invested in Carter Bankshares in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 57 reducing their positions, and 13 closing their positions.
1.96% more ownership
Funds ownership: 50.8% → 52.77% (+2%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% more capital invested
Capital invested by funds: $224M → $229M (+$5.56M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 122 → 121 (-1)
49% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.69M |
| 2 |
Squarepoint
New York
|
+$1.68M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.13M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.13M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.25M |
| 2 |
Morgan Stanley
New York
|
-$896K |
| 3 |
Two Sigma Advisers
New York
|
-$895K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$752K |
| 5 |
Two Sigma Investments
New York
|
-$733K |
CARE Hedge Fund Activity: Q4 2025 in Review
121 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q4 2025, worth a combined $229M — up 2.5% from $224M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CARE positions and 13 closed out — a net gain of 1 holder — while 29 added to existing stakes and 57 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $3.69M. The largest seller was Empowered Funds, exiting entirely with an estimated $1.25M sold.
- 121 institutional investors held Carter Bankshares (CARE) as of Q4 2025, down from 122 in Q3 2025.
- Funds reported $229M of Carter Bankshares stock for Q4 2025, up 2.5% quarter-over-quarter.
- 14 funds opened new Carter Bankshares positions in Q4 2025 and 13 closed out, a net change of +1 holder.
- The largest Carter Bankshares buyer in Q4 2025 was Fourthstone LLC, an estimated $3.69M added.
- The largest Carter Bankshares seller in Q4 2025 was Empowered Funds, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2025.