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Carpenter Technology
CRS

479 hedge funds and large institutions have $9.02B invested in Carpenter Technology in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $234M | Put options by funds: $112M

43% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 61

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

13% more capital invested

Capital invested by funds: $7.97B → $9.02B (+$1.05B)

5.32% more ownership

Funds ownership: 94.18% → 99.5% (+5.3%)

5% more funds holding

Funds holding: 456 → 479 (+23)

1% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 163

Holders
479
Holders Change
+23
Holders Change %
+5.04%
% of All Funds
6.42%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
87
Increased
165
Reduced
163
Closed
61
Calls
$234M
Puts
$112M
Net Calls
+$121M
Net Calls Change
-$16M

Top Buyers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
+$351M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$195M
3
DCP
D1 Capital Partners
New York
+$119M
4
Invesco
Invesco
Georgia
+$110M
5
DCM
Driehaus Capital Management
Illinois
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$63.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$47.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.8M
4
FGP
Freestone Grove Partners
California
-$44.2M
5
AG
Avala Global
New York
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Colonial Trust
South Carolina
$3.17K – – –
HFS
452
Hantz Financial Services
Michigan
$3K +$3.66K +19 New
CFFP
453
Center for Financial Planning
Michigan
$2.72K – – –
SC
454
Stephens Consulting
Michigan
$2.72K +$2.89K +15 New
DPW
455
DiNuzzo Private Wealth
Pennsylvania
$2.36K +$193 +1 +8%
TWD
456
True Wealth Design
Ohio
$2.36K +$193 +1 +8%
NA
457
NewEdge Advisors
Louisiana
$2.35K – – –
GFPC
458
Global Financial Private Client
Florida
$2.35K +$1.93K +10 +333%
BFS
459
Bare Financial Services
Pennsylvania
$2.35K +$2.51K +13 New
AGWCA
460
Annis Gardner Whiting Capital Advisors
Florida
$2.17K – – –
SIC
461
SJS Investment Consulting
Ohio
$2.17K +$386 +2 +20%
CA
462
Continuum Advisory
Idaho
$1.99K – – –
RAM
463
Riggs Asset Management
Pennsylvania
$1.45K – – –
GC
464
Garde Capital
Washington
$906 +$964 +5 New
BIA
465
Bell Investment Advisors
California
$544 – – –
FFO
466
Fortitude Family Office
Arizona
$544 – – –
LFG
467
Larson Financial Group
Missouri
$544 – – –
CFO
468
CVA Family Office
Colorado
$544 +$578 +3 New
RWM
469
Rialto Wealth Management
New York
$544 +$578 +3 New
SC
470
SouthState Corp
Florida
$544 +$578 +3 New
PWA
471
Principia Wealth Advisory
Texas
$525 +$578 +3 New
HIA
472
HFM Investment Advisors
New Jersey
$363 +$386 +2 New
PWM
473
Parkworth Wealth Management
California
$362 – – –
BHWM
474
Bay Harbor Wealth Management
Maryland
$362 +$386 +2 New
MG
475
Mather Group
Illinois
$207 +$193 +1 New
17 18
19
20 21

CRS Hedge Fund Activity: Q1 2025 in Review

479 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2025, worth a combined $9.02B — up 13% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CRS positions and 61 closed out — a net gain of 26 holders — while 165 added to existing stakes and 163 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $351M. The largest seller was Millennium Management, cutting an estimated $63.8M.

  • 479 institutional investors held Carpenter Technology (CRS) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $9.02B of Carpenter Technology stock for Q1 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Carpenter Technology positions in Q1 2025 and 61 closed out, a net change of +26 holders.
  • The largest Carpenter Technology buyer in Q1 2025 was Egerton Capital (UK), an estimated $351M added.
  • The largest Carpenter Technology seller in Q1 2025 was Millennium Management, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2025.