We are live on ! Find out more
CSL icon

Carlisle Companies

792 hedge funds and large institutions have $14.5B invested in Carlisle Companies in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 279 increasing their positions, 292 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $18.3M

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $13.5B → $14.5B (+$1.02B)

1% more funds holding

Funds holding: 783792 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.26% less ownership

Funds ownership: 99.24%98.98% (-0.26%)

4% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 292

Holders
792
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
9.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
87
Increased
279
Reduced
292
Closed
63
Calls
$29.9M
Puts
$18.3M
Net Calls
+$11.6M
Net Calls Change
+$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
601
Bolthouse Investments
California
$222K +$214K +612 New
CWP
602
Cyndeo Wealth Partners
Florida
$221K +$213K +609 New
SC
603
Syon Capital
California
$220K +$212K +606 New
CFG
604
Carter Financial Group
Illinois
$220K +$701 +2 +0.3%
OWA
605
One Wealth Advisors
California
$219K -$232K -661 -52%
EPM
606
Elm Partners Management
Pennsylvania
$219K +$211K +603 New
Cohen & Steers
607
Cohen & Steers
New York
$218K
Fayez Sarofim & Co
608
Fayez Sarofim & Co
Texas
$218K -$331K -945 -61%
PTB
609
Pioneer Trust Bank
Oregon
$218K
GCM
610
Gallacher Capital Management
Colorado
$217K +$210K +600 New
AAS
611
Annex Advisory Services
Wisconsin
$217K +$210K +599 New
MSWM
612
Master's Wealth Management
Pennsylvania
$217K +$209K +597 New
CAM
613
Claret Asset Management
Quebec, Canada
$216K -$5.6K -16 -3%
MCC
614
Malaga Cove Capital
California
$215K -$48K -137 -19%
CFB
615
Cullen/Frost Bankers
Texas
$214K +$9.11K +26 +5%
MAS
616
Meeder Advisory Services
Ohio
$213K +$206K +588 New
FPH
617
Financial Planning Hawaii
Hawaii
$212K -$105K -300 -34%
KCM
618
Kornitzer Capital Management
Kansas
$209K +$202K +577 New
GL
619
Gerber LLC
Ohio
$209K +$202K +576 New
CWG
620
Cornerstone Wealth Group
North Carolina
$208K -$350 -1 -0.2%
PWM
621
Perigon Wealth Management
California
$208K +$200K +572 New
JIC
622
Joel Isaacson & Co
New York
$202K +$195K +556 New
CAG
623
Crestwood Advisors Group
Massachusetts
$201K -$352K -1,004 -64%
AssetMark Inc
624
AssetMark Inc
California
$197K +$3.85K +11 +2%
UB
625
UMB Bank
Missouri
$192K -$13K -37 -7%

CSL Hedge Fund Activity: Q2 2026 in Review

792 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2026, worth a combined $14.5B — up 7.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CSL positions and 63 closed out — a net gain of 24 holders — while 279 added to existing stakes and 292 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $155M. The largest seller was Corient Private Wealth, cutting an estimated $136M.

  • 792 institutional investors held Carlisle Companies (CSL) as of Q2 2026, up from 783 in Q1 2026.
  • Funds reported $14.5B of Carlisle Companies stock for Q2 2026, up 7.5% quarter-over-quarter.
  • 87 funds opened new Carlisle Companies positions in Q2 2026 and 63 closed out, a net change of +24 holders.
  • The largest Carlisle Companies buyer in Q2 2026 was First Eagle Investment Management, an estimated $155M added.
  • The largest Carlisle Companies seller in Q2 2026 was Corient Private Wealth, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2026.