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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
QIM
626
Quantitative Investment Management
Virginia
-$352K -1,274 Closed
RS
627
R Squared
Hong Kong
-$342K -1,237 Closed
WG
628
Winton Group
United Kingdom
-$329K -1,189 Closed
NAS
629
NWF Advisory Services
California
-$304K -1,100 Closed
DAS
630
Diversify Advisory Services
Utah
-$271K -1,053 Closed
MSFS
631
Main Street Financial Solutions
Pennsylvania
-$262K -947 Closed
1WA
632
180 Wealth Advisors
Washington
-$251K -908 Closed
PFPT
633
Pinnacle Financial Partners (Tennessee)
Tennessee
-$247K -893 Closed
JSW
634
Journey Strategic Wealth
New Jersey
-$236K -854 Closed
AC
635
AXQ Capital
New Jersey
-$235K -851 Closed
Lido Advisors
636
Lido Advisors
California
-$233K -843 Closed
BFA
637
Brendel Financial Advisors
New Hampshire
-$220K -797 Closed
SFS
638
Sowell Financial Services
Arkansas
-$215K -779 Closed
PMA
639
Prudent Man Advisors
Illinois
-$212K -766 Closed
CRI
640
Colonial River Investments
Virginia
-$211K -761 Closed
BWM
641
Base Wealth Management
Florida
-$210K -760 Closed
CL
642
Choreo LLC
Illinois
-$210K -760 Closed
RWM
643
Ritholtz Wealth Management
New York
-$201K -726 Closed
BIG
644
Brooklyn Investment Group
New York
-$113K -409 Closed
QT
645
Quantbot Technologies
New York
-$79.9K -289 Closed
PCM
646
Penserra Capital Management
California
-$71K -258 Closed
HT
647
Headlands Technologies
Illinois
-$42.8K -155 Closed
PSFG
648
Park Square Financial Group
Georgia
-$27.4K -99 Closed
TSMHT
649
Thurston Springer Miller Herd & Titak
Indiana
-$18.5K -67 Closed
TPWA
650
Twin Peaks Wealth Advisors
California
-$17K -66 Closed

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.