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Carlisle Companies

782 hedge funds and large institutions have $13.5B invested in Carlisle Companies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 260 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $8.31M

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 771782 (+11)

9% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 260

2% more capital invested

Capital invested by funds: $13.2B → $13.5B (+$299M)

0.46% less ownership

Funds ownership: 99.7%99.24% (-0.46%)

Holders
782
Holders Change
+11
Holders Change %
+1.43%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
103
Increased
283
Reduced
260
Closed
76
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.05M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.42B +$5.12M +14,082 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$916M -$173M -476,247 -15%
State Street
3
State Street
Massachusetts
$681M -$17.5M -48,037 -2%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$666M +$726M +1,995,432 New
VCM
5
Vanguard Capital Management
Pennsylvania
$611M +$667M +1,832,490 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$398M +$91.6M +251,614 +27%
Sands Capital Management
7
Sands Capital Management
Virginia
$307M -$17.5M -48,026 -5%
Franklin Resources
8
Franklin Resources
California
$282M -$63.4M -174,086 -17%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$265M +$53.5M +147,003 +23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$258M +$4.43M +12,171 +2%
Barclays
11
Barclays
United Kingdom
$223M +$66.6M +183,113 +38%
Bessemer Group
12
Bessemer Group
New Jersey
$207M +$6.5M +17,847 +3%
Wells Fargo
13
Wells Fargo
California
$201M +$5.15M +14,150 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$194M -$8.59M -23,593 -4%
Invesco
15
Invesco
Georgia
$177M -$110M -301,126 -36%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$175M +$110M +301,164 +136%
FMI
17
Fiduciary Management Inc
Wisconsin
$165M -$15.2M -41,837 -8%
MAM
18
Madison Asset Management
Wisconsin
$151M -$7.94M -21,819 -5%
Northern Trust
19
Northern Trust
Illinois
$150M -$2.92M -8,012 -2%
First Manhattan
20
First Manhattan
New York
$148M +$2.1M +5,775 +1%
UBS AM
21
UBS AM
Illinois
$143M +$22.3M +61,343 +17%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$138M -$85.1M -233,818 -36%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$135M -$4.3M -11,822 -3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$133M -$170M -466,995 -54%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$126M -$5.57M -15,312 -4%