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Carlisle Companies

745 hedge funds and large institutions have $15.8B invested in Carlisle Companies in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 270 increasing their positions, 267 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+19
Holders Change %
+2.62%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
98
Increased
270
Reduced
267
Closed
66
Calls
$11.5M
Puts
$5.68M
Net Calls
+$5.86M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FW
576
FullCircle Wealth
Texas
$256K +$16.1K +45 +7%
CFG
577
Citizens Financial Group
Rhode Island
$255K +$255K +683 New
JSW
578
Journey Strategic Wealth
New Jersey
$255K +$255K +683 New
RMCM
579
Reynders McVeigh Capital Management
Massachusetts
$253K +$373 +1 +0.1%
UCFA
580
United Capital Financial Advisors
Texas
$252K +$747 +2 +0.3%
AFG
581
Atomi Financial Group
New York
$249K +$249K +667 New
LGA
582
Lebenthal Global Advisors
New York
$249K
AV
583
ASR Vermogensbeheer
Netherlands
$246K -$1.12K -3 -0.5%
MWM
584
Mission Wealth Management
California
$245K +$245K +656 New
FNBT
585
FineMark National Bank & Trust
Florida
$243K -$84K -225 -26%
BTI
586
Blue Trust Inc
Georgia
$242K +$75.1K +201 +45%
IIC
587
Integrated Investment Consultants
Michigan
$241K +$241K +646 New
WA
588
Waverly Advisors
Alabama
$237K +$3.36K +9 +1%
MA
589
MCF Advisors
Kentucky
$236K
BWM
590
Baron Wealth Management
Michigan
$233K +$9.71K +26 +4%
CAM
591
Claret Asset Management
Quebec, Canada
$232K +$232K +623 New
S
592
SignatureFD
Georgia
$232K +$20.9K +56 +10%
WANY
593
Wealthspire Advisors (New York)
New York
$229K +$229K +612 New
DOA
594
D'Orazio & Associates
Virginia
$228K +$228K +610 New
PTB
595
Pioneer Trust Bank
Oregon
$224K
WPC
596
Wedmont Private Capital
Pennsylvania
$224K +$224K +542 New
William Blair & Company
597
William Blair & Company
Illinois
$223K +$223K +597 New
CFG
598
Carter Financial Group
Illinois
$223K +$223K +599 New
TSS
599
Two Sigma Securities
New York
$223K -$733K -1,963 -77%
AAS
600
Annex Advisory Services
Wisconsin
$221K