We are live on ! Find out more
CRS icon

Carpenter Technology

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: 1825 (+7)

26% more call options, than puts

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

20% more funds holding

Funds holding: 479574 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$6.8M +$2.98M +13,691 +126%
QC
152
Quantessence Capital
New York
$6.74M +$5.32M +24,403 New
Walleye Trading
153
Walleye Trading
New York
$6.68M +$5.27M +24,165 New
EF
154
Empowered Funds
Pennsylvania
$6.63M -$1.96M -8,985 -27%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$6.57M +$968K +4,440 +23%
First Eagle Investment Management
156
First Eagle Investment Management
New York
$6.54M -$1.04M -4,775 -17%
Creative Planning
157
Creative Planning
Kansas
$6.54M +$1.23M +5,653 +31%
RA
158
Royce & Associates
New York
$6.48M -$5.45M -25,020 -52%
Osaic Holdings
159
Osaic Holdings
Arizona
$6.42M +$1.09M +5,023 +28%
AB
160
Amalgamated Bank
New York
$6.37M +$249K +1,140 +5%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$6.21M +$4.9M +22,480 New
TC
162
TwinBeech Capital
New York
$6.2M +$4.89M +22,446 New
Natixis Advisors
163
Natixis Advisors
Massachusetts
$6.11M -$52.5K -241 -1%
Citigroup
164
Citigroup
New York
$5.93M -$7.11M -32,614 -60%
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$5.76M -$528K -2,422 -10%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$5.58M -$550K -2,522 -11%
Calamos Advisors
167
Calamos Advisors
Illinois
$5.56M +$2.38M +10,920 +119%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$5.45M +$708K +3,247 +20%
PP
169
PDT Partners
New York
$5.37M -$2.11M -9,675 -33%
LCG
170
Lisanti Capital Growth
New York
$5.31M -$410K -1,880 -9%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$5.31M -$453K -2,080 -10%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$5.25M +$849K +3,895 +26%
Victory Capital Management
173
Victory Capital Management
Texas
$5.14M -$833K -3,821 -17%
IA
174
Icon Advisers
Colorado
$5.11M +$763K +3,500 +23%
PFSRSONJ
175
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.06M +$1.73M +7,952 +77%

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.