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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
BlackRock
1
BlackRock
New York
$1.41B +$245M +956,896 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12B -$28.1M -109,819 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M -$358M -1,400,745 -29%
State Street
4
State Street
Massachusetts
$515M +$49.2M +192,533 +10%
Invesco
5
Invesco
Georgia
$428M -$59.4M -232,158 -12%
ECU
6
Egerton Capital (UK)
United Kingdom
$337M -$137M -534,734 -28%
SP
7
SurgoCap Partners
New York
$294M +$69.8M +272,896 +29%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$234M -$35.2M -137,588 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$220M -$26M -101,778 -10%
TP
10
Third Point
New York
$209M +$25.6M +100,000 +13%
PC
11
PointState Capital
New York
$206M +$177M +693,834 +481%
Morgan Stanley
12
Morgan Stanley
New York
$155M -$62.1M -242,841 -28%
FACM
13
Forest Avenue Capital Management
Florida
$155M +$38.8M +151,844 +32%
Ameriprise
14
Ameriprise
Minnesota
$155M +$27.5M +107,552 +21%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$152M +$83.3M +325,919 +112%
Temasek Holdings
16
Temasek Holdings
Singapore
$147M +$136M +533,055 +834%
Barclays
17
Barclays
United Kingdom
$145M +$8.35M +32,645 +6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$145M +$23.4M +91,543 +18%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$138M +$18.4M +71,872 +15%
AI
20
Advent International
Massachusetts
$137M -$30M -117,429 -17%
AMH
21
Aspex Management (HK)
Hong Kong
$136M +$142M +554,758 New
DCP
22
D1 Capital Partners
New York
$124M -$81.1M -317,058 -39%
American Century Companies
23
American Century Companies
Missouri
$115M +$4.65M +18,201 +4%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$114M -$5.49M -21,453 -4%
TCIM
25
TOMS Capital Investment Management
New York
$113M +$19.4M +76,000 +20%

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.