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Carpenter Technology
CRS

574 hedge funds and large institutions have $13.6B invested in Carpenter Technology in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 175 increasing their positions, 185 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 50

50% more capital invested

Capital invested by funds: $9.02B → $13.6B (+$4.54B)

39% more funds holding in top 10

Funds holding in top 10: 18 → 25 (+7)

26% more call options, than puts

Call options by funds: $289M | Put options by funds: $230M

20% more funds holding

Funds holding: 479 → 574 (+95)

5% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 185

1.03% less ownership

Funds ownership: 99.5% → 98.46% (-1%)

Holders
574
Holders Change
+95
Holders Change %
+19.83%
% of All Funds
7.56%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.33%
New
150
Increased
175
Reduced
185
Closed
50
Calls
$289M
Puts
$230M
Net Calls
+$58.7M
Net Calls Change
-$62.7M

Top Buyers

Rank Fund Capital Flow
1
CHP
Castle Hook Partners
New York
+$225M
2
Morgan Stanley
Morgan Stanley
New York
+$113M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$106M
4
Barclays
Barclays
United Kingdom
+$105M
5
TCIM
TOMS Capital Investment Management
New York
+$84.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$339M
2
SP
SurgoCap Partners
New York
-$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$149M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$122M
5
Norges Bank
Norges Bank
Norway
-$98.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$3.59K – – –
TWD
552
True Wealth Design
Ohio
$3.59K – – –
SPIA
553
Steward Partners Investment Advisory
New York
$3.59K +$2.83K +13 New
AGWCA
554
Annis Gardner Whiting Capital Advisors
Florida
$3.32K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$2.76K +$2.18K +10 New
SIS
556
Sound Income Strategies
Florida
$2.76K +$2.18K +10 New
BIA
557
Bell Investment Advisors
California
$2.49K +$1.31K +6 +200%
RAM
558
Riggs Asset Management
Pennsylvania
$2.21K – – –
BF
559
BOK Financial
Oklahoma
$2.21K -$312K -1,429 -99%
SIC
560
SJS Investment Consulting
Ohio
$1.94K -$1.09K -5 -42%
NC
561
NewSquare Capital
Pennsylvania
$1.66K +$1.09K +5 +500%
GC
562
Garde Capital
Washington
$1.38K – – –
HIA
563
HFM Investment Advisors
New Jersey
$1.38K +$654 +3 +150%
PWM
564
Parkworth Wealth Management
California
$1.11K +$436 +2 +100%
RWM
565
Rialto Wealth Management
New York
$830 – – –
BHWM
566
Beaird Harris Wealth Management
Texas
$830 +$654 +3 New
CFO
567
CVA Family Office
Colorado
$829 – – –
PWA
568
Principia Wealth Advisory
Texas
$829 – – –
BHWM
569
Bay Harbor Wealth Management
Maryland
$829 +$218 +1 +50%
TIM
570
Tortoise Investment Management
New York
$829 +$654 +3 New
TIM
571
Total Investment Management
Arizona
$284 +$218 +1 New
TFM
572
TFC Financial Management
Massachusetts
$277 – – –
HWP
573
Highline Wealth Partners
California
$276 – – –
AF
574
Advisornet Financial
Minnesota
$276 +$218 +1 New
BCP
575
Bayberry Capital Partners
New York
– -$46M -254,000 Closed
21 22
23
24 25

CRS Hedge Fund Activity: Q2 2025 in Review

574 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2025, worth a combined $13.6B — up 50% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CRS positions and 50 closed out — a net gain of 100 holders — while 175 added to existing stakes and 185 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $225M. The largest seller was BlackRock, cutting an estimated $339M.

  • 574 institutional investors held Carpenter Technology (CRS) as of Q2 2025, up from 479 in Q1 2025.
  • Funds reported $13.6B of Carpenter Technology stock for Q2 2025, up 50% quarter-over-quarter.
  • 150 funds opened new Carpenter Technology positions in Q2 2025 and 50 closed out, a net change of +100 holders.
  • The largest Carpenter Technology buyer in Q2 2025 was Castle Hook Partners, an estimated $225M added.
  • The largest Carpenter Technology seller in Q2 2025 was BlackRock, an estimated $339M sold.

Based on aggregated 13F filings for Q2 2025.