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Carpenter Technology

580 hedge funds and large institutions have $11.9B invested in Carpenter Technology in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 228 increasing their positions, 189 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $180M | Put options by funds: $136M

21% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 189

12% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 81

1% more funds holding

Funds holding: 574580 (+6)

1.1% less ownership

Funds ownership: 98.46%97.36% (-1.1%)

12% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.64B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
7.61%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
91
Increased
228
Reduced
189
Closed
81
Calls
$180M
Puts
$136M
Net Calls
+$44.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$69.5K +$511 +2 +0.7%
GWSG
502
GPS Wealth Strategies Group
Colorado
$60.9K
AIM
503
ARK Investment Management
Florida
$59.2K -$44.2K -173 -42%
Bessemer Group
504
Bessemer Group
New Jersey
$59K
CA
505
CoreCap Advisors
Michigan
$58.9K +$30.7K +120 +100%
CA
506
Clearstead Advisors
Ohio
$58.2K +$9.21K +36 +18%
WSFS
507
Wilmington Savings Fund Society
Delaware
$54.5K -$28.4K -111 -33%
HI
508
Harbour Investments
Wisconsin
$54.5K
AssetMark Inc
509
AssetMark Inc
California
$53.8K +$51.7K +202 +1,188%
GM
510
GeoWealth Management
Illinois
$49.2K +$51.1K +200 New
AAS
511
Ameritas Advisory Services
Nebraska
$49.2K +$29.4K +115 +135%
AIC
512
Archer Investment Corporation
Indiana
$49.1K
IAS
513
IMA Advisory Services
Colorado
$48.1K
SS
514
Sunbelt Securities
Texas
$47.9K +$49.9K +195 New
PS
515
Principal Securities
Iowa
$45.2K -$4.6K -18 -9%
RA
516
Rise Advisors
New York
$42.5K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$42K +$15.3K +60 +54%
RFP
518
Root Financial Partners
California
$40.8K +$42.5K +166 New
PFA
519
Pathway Financial Advisers
Indiana
$36.6K +$38.1K +149 New
MCM
520
MAI Capital Management
Ohio
$34.8K -$20.2K -79 -36%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$34.4K -$4.09K -16 -10%
Nomura Asset Management
522
Nomura Asset Management
Japan
$29.5K
RS
523
Rakuten Securities
Japan
$28.2K -$12.5K -49 -30%
PCM
524
Peregrine Capital Management
Minnesota
$27K
HNB
525
Huntington National Bank
Ohio
$26.5K -$1.53K -6 -5%

CRS Hedge Fund Activity: Q3 2025 in Review

580 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q3 2025, worth a combined $11.9B — down 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CRS positions and 81 closed out — a net gain of 10 holders — while 228 added to existing stakes and 189 trimmed.

The largest buyer was BlackRock, adding an estimated $245M. The largest seller was Fidelity Investments, cutting an estimated $358M.

  • 580 institutional investors held Carpenter Technology (CRS) as of Q3 2025, up from 574 in Q2 2025.
  • Funds reported $11.9B of Carpenter Technology stock for Q3 2025, down 12% quarter-over-quarter.
  • 91 funds opened new Carpenter Technology positions in Q3 2025 and 81 closed out, a net change of +10 holders.
  • The largest Carpenter Technology buyer in Q3 2025 was BlackRock, an estimated $245M added.
  • The largest Carpenter Technology seller in Q3 2025 was Fidelity Investments, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2025.