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Carpenter Technology

479 hedge funds and large institutions have $9.02B invested in Carpenter Technology in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $234M | Put options by funds: $112M

43% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 61

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

13% more capital invested

Capital invested by funds: $7.97B → $9.02B (+$1.05B)

5.32% more ownership

Funds ownership: 94.18%99.5% (+5.3%)

5% more funds holding

Funds holding: 456479 (+23)

1% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 163

Holders
479
Holders Change
+23
Holders Change %
+5.04%
% of All Funds
6.42%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
87
Increased
165
Reduced
163
Closed
61
Calls
$234M
Puts
$112M
Net Calls
+$121M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.15B -$16M -82,922 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$988M +$195M +1,010,848 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$907M -$47.6M -246,915 -5%
State Street
4
State Street
Massachusetts
$418M -$8.27M -42,870 -2%
Invesco
5
Invesco
Georgia
$382M +$110M +570,441 +37%
ECU
6
Egerton Capital (UK)
United Kingdom
$330M +$351M +1,819,885 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$299M -$13.5M -69,917 -4%
SP
8
SurgoCap Partners
New York
$292M +$32.8M +169,931 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$245M +$31.8M +164,692 +14%
TP
10
Third Point
New York
$158M
AI
11
Advent International
Massachusetts
$146M +$16.8M +87,186 +12%
Charles Schwab
12
Charles Schwab
California
$121M -$7.3M -37,881 -5%
Northern Trust
13
Northern Trust
Illinois
$121M -$2.59M -13,423 -2%
Ameriprise
14
Ameriprise
Minnesota
$119M -$10.8M -56,036 -8%
Norges Bank
15
Norges Bank
Norway
$114M +$6.87M +35,633 +6%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$113M +$5.23M +27,123 +5%
DCP
17
D1 Capital Partners
New York
$112M +$119M +616,644 New
American Century Companies
18
American Century Companies
Missouri
$107M +$13.8M +71,747 +14%
DCM
19
Driehaus Capital Management
Illinois
$104M +$48.8M +253,163 +79%
FACM
20
Forest Avenue Capital Management
Florida
$99.3M +$47.5M +246,599 +82%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$91.2M +$22.1M +114,435 +29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$90M -$286K -1,484 -0.3%
Holocene Advisors
23
Holocene Advisors
New York
$82.1M -$15.3M -79,425 -15%
Goldman Sachs
24
Goldman Sachs
New York
$79.7M -$8M -41,481 -9%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$73M +$15.3M +79,301 +24%

CRS Hedge Fund Activity: Q1 2025 in Review

479 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2025, worth a combined $9.02B — up 13% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CRS positions and 61 closed out — a net gain of 26 holders — while 165 added to existing stakes and 163 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $351M. The largest seller was Millennium Management, cutting an estimated $63.8M.

  • 479 institutional investors held Carpenter Technology (CRS) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $9.02B of Carpenter Technology stock for Q1 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Carpenter Technology positions in Q1 2025 and 61 closed out, a net change of +26 holders.
  • The largest Carpenter Technology buyer in Q1 2025 was Egerton Capital (UK), an estimated $351M added.
  • The largest Carpenter Technology seller in Q1 2025 was Millennium Management, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2025.