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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
HWM
526
Hemington Wealth Management
Virginia
$25K +$1.02K +4 +4%
WAM
527
Wolverine Asset Management
Illinois
$24.6K
CMBA
528
C.M. Bidwell & Associates
Hawaii
$22.3K -$5.37K -21 -19%
Mitsubishi UFJ Asset Management
529
Mitsubishi UFJ Asset Management
Japan
$22.1K
AAG
530
Armstrong Advisory Group
Massachusetts
$18.4K
HWA
531
Heritage Wealth Advisors
Virginia
$18.4K
MA
532
MCF Advisors
Kentucky
$16.2K
ACM
533
Accent Capital Management
Ohio
$16K +$5.11K +20 +44%
CIM
534
Contravisory Investment Management
Massachusetts
$15.7K
LFG
535
Larson Financial Group
Missouri
$13K +$6.39K +25 +89%
S
536
SignatureFD
Georgia
$13K -$256 -1 -2%
SPIA
537
Steward Partners Investment Advisory
New York
$13K +$10.2K +40 +308%
SWM
538
Spire Wealth Management
Virginia
$12.6K +$256 +1 +2%
DWM
539
Darwin Wealth Management
Florida
$12.3K
BL
540
BFSG LLC
California
$10.8K +$11.3K +44 New
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$10.6K +$511 +2 +5%
PWA
542
Physician Wealth Advisors
Utah
$10.3K -$1.28K -5 -11%
PWMG
543
Private Wealth Management Group
New Jersey
$9.09K
SIC
544
Salem Investment Counselors
North Carolina
$9.09K
JWA
545
JFS Wealth Advisors
Pennsylvania
$8.84K
MSG
546
Main Street Group
Virginia
$8.84K +$9.21K +36 New
SL
547
Salomon & Ludwin
Virginia
$8.42K +$8.7K +34 New
PTC
548
Private Trust Company
Ohio
$8.35K +$8.7K +34 New
IUHSA
549
Itau Unibanco Holding S.A.
Brazil
$7.37K +$7.67K +30 New
AA
550
Ancora Advisors
Ohio
$6.88K +$7.16K +28 New

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.