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Carpenter Technology
CRS

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: 574 → 580 (+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: 25 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$245M
2
PC
PointState Capital
New York
+$177M
3
AMH
Aspex Management (HK)
Hong Kong
+$142M
4
Temasek Holdings
Temasek Holdings
Singapore
+$136M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$83.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$358M
2
CHP
Castle Hook Partners
New York
-$286M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$144M
4
ECU
Egerton Capital (UK)
United Kingdom
-$137M
5
DCP
D1 Capital Partners
New York
-$81.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
551
Vermillion & White Wealth Management Group
Pennsylvania
$6.88K +$7.16K +28 New
BFS
552
Bare Financial Services
Pennsylvania
$5.89K +$511 +2 +9%
HNW
553
High Note Wealth
Minnesota
$5.4K +$5.63K +22 New
WA
554
WPG Advisers
Maryland
$5.4K +$5.63K +22 New
FFO
555
Fortitude Family Office
Arizona
$3.93K – – –
SIS
556
Sound Income Strategies
Florida
$3.76K +$1.28K +5 +50%
JWM
557
JPL Wealth Management
Colorado
$3.68K +$3.84K +15 New
CT
558
Colonial Trust
South Carolina
$3.47K – – –
TWD
559
True Wealth Design
Ohio
$3.19K – – –
DPW
560
DiNuzzo Private Wealth
Pennsylvania
$3.13K – – –
AGWCA
561
Annis Gardner Whiting Capital Advisors
Florida
$2.95K – – –
BBHC
562
Brown Brothers Harriman & Co
New York
$2.46K – – –
CIAM
563
Caitong International Asset Management
Hong Kong
$2.46K +$2.56K +10 New
BIA
564
Bell Investment Advisors
California
$2.21K – – –
CCM
565
Cloud Capital Management
Washington
$2K +$2.56K +10 New
SIC
566
SJS Investment Consulting
Ohio
$1.72K – – –
QC
567
Quent Capital
New York
$1.47K +$1.53K +6 New
MAM
568
Marquette Asset Management
Minnesota
$1.23K +$1.28K +5 New
HIA
569
HFM Investment Advisors
New Jersey
$982 -$256 -1 -20%
BHWM
570
Bay Harbor Wealth Management
Maryland
$982 +$256 +1 +33%
BHWM
571
Beaird Harris Wealth Management
Texas
$902 +$256 +1 +33%
AUB
572
Atlantic Union Bankshares
Virginia
$738 +$767 +3 New
CFO
573
CVA Family Office
Colorado
$737 – – –
PWA
574
Principia Wealth Advisory
Texas
$737 – – –
RWM
575
Rialto Wealth Management
New York
$737 – – –
21 22
23
24 25

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.