CSL icon

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 %
MA
601
MBA Advisors
Pennsylvania
$221K +$374 +1 +0.2%
BIG
602
Brooklyn Investment Group
New York
$216K +$92.6K +248 +75%
CWP
603
Cyndeo Wealth Partners
Florida
$212K +$212K +569 New
GL
604
Gerber LLC
Ohio
$212K +$212K +569 New
JIC
605
Joel Isaacson & Co
New York
$208K +$208K +556 New
UB
606
UMB Bank
Missouri
$207K +$85.1K +228 +70%
CWG
607
Cornerstone Wealth Group
North Carolina
$205K +$205K +549 New
WIC
608
Woodmont Investment Counsel
Tennessee
$204K +$204K +546 New
IA
609
IFP Advisors
Florida
$202K -$85.6K -142 -30%
KCM
610
Kornitzer Capital Management
Kansas
$202K +$202K +540 New
AWM
611
Aprio Wealth Management
Georgia
$201K -$20.2K -54 -9%
MIM
612
MTM Investment Management
South Carolina
$192K +$192K +515 New
Cohen & Steers
613
Cohen & Steers
New York
$187K +$56.1K +150 +43%
CAL
614
Capital Advisors Ltd
Ohio
$184K -$40K -107 -18%
HI
615
Harbour Investments
Wisconsin
$183K +$115K +309 +171%
PTC
616
Private Trust Company
Ohio
$176K +$22.8K +61 +15%
MCM
617
MV Capital Management
Maryland
$175K +$54.9K +147 +46%
AF
618
Allworth Financial
California
$163K +$99.7K +267 +157%
AssetMark Inc
619
AssetMark Inc
California
$162K +$1.87K +5 +1%
PA
620
Parallel Advisors
California
$156K +$34K +91 +28%
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$155K +$155K +414 New
AIC
622
Archer Investment Corporation
Indiana
$153K +$37.3K +100 +32%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$151K
PAM
624
Paradigm Asset Management
New York
$149K
AT
625
Arlington Trust
Alabama
$146K