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Carlisle Companies
CSL

Overview Fund Activity

743 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, 269 increasing their positions, 267 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
9.97%
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
269
Reduced
267
Closed
66
Calls
$11.5M
Puts
$5.68M
Net Calls
+$5.86M
Net Calls Change
-$1.8M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$159M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$537M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$179M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$421M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$3.07M
2
BlackRock
2
BlackRock
New York
$1.58B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.64B
4
Victory Capital Management
4
Victory Capital Management
Texas
$36.6M
5
Franklin Resources
5
Franklin Resources
California
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
676
Ameritas Advisory Services
Nebraska
$14.2K +$14.2K +38 New
LWCFA
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.8K – – –
SS
678
Sunbelt Securities
Texas
$13.8K -$373 -1 -3%
EWM
679
Evermay Wealth Management
Virginia
$13.1K – – –
FHA
680
First Horizon Advisors
Tennessee
$12.7K +$747 +2 +6%
ADL
681
Asset Dedication LLC
California
$11.9K – – –
RAM
682
Riggs Asset Management
Pennsylvania
$11.9K +$11.9K +32 New
CFO
683
CVA Family Office
Colorado
$11.2K +$2.24K +6 +25%
SO
684
Sierra Ocean
California
$10.1K – – –
SIC
685
Salem Investment Counselors
North Carolina
$10.1K – – –
RCM
686
Richardson Capital Management
Wisconsin
$9.34K – – –
KFI
687
Key Financial Inc
Pennsylvania
$9.34K – – –
NC
688
NewSquare Capital
Pennsylvania
$9.34K +$1.49K +4 +19%
A
689
Allianz
Germany
$8.96K – – –
NWM
690
Nova Wealth Management
Florida
$8.22K -$3.36K -9 -29%
CT
691
Clearstead Trust
Maine
$8.22K – – –
GRP
692
Global Retirement Partners
California
$7.84K +$7.84K +21 New
MWM
693
Mascoma Wealth Management
New Hampshire
$7.47K – – –
TPCW
694
TD Private Client Wealth
New York
$6.72K – – –
FFO
695
Fortitude Family Office
Arizona
$6.35K +$6.35K +17 New
SC
696
SouthState Corp
Florida
$5.98K -$747 -2 -11%
TIM
697
Tortoise Investment Management
New York
$5.97K +$1.12K +3 +23%
HNW
698
High Note Wealth
Minnesota
$5.23K -$373 -1 -7%
S
699
Sachetta
Massachusetts
$5.23K +$1.49K +4 +40%
OAJ
700
Ogorek Anthony Joseph
New York
$5K +$2.14K +6 +75%
26 27
28
29 30