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Carlisle Companies

752 hedge funds and large institutions have $13.7B invested in Carlisle Companies in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 310 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 98.89%98.01% (-0.88%)

2% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 85

8% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $18.9M

1% less funds holding

Funds holding: 763752 (-11)

14% less capital invested

Capital invested by funds: $15.9B → $13.7B (-$2.19B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 310

Holders
752
Holders Change
-11
Holders Change %
-1.44%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
83
Increased
230
Reduced
310
Closed
85
Calls
$17.4M
Puts
$18.9M
Net Calls
-$1.45M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
676
Harel Insurance Investments & Financial Services
Israel
$14K +$16.8K +44 New
IUHSA
677
Itau Unibanco Holding S.A.
Brazil
$13.5K -$762 -2 -5%
SS
678
Sunbelt Securities
Texas
$13.1K +$1.14K +3 +8%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$12.5K
EWM
680
Evermay Wealth Management
Virginia
$11.5K
SNB
681
Security National Bank
Nebraska
$11.5K +$13.3K +35 New
CFO
682
CVA Family Office
Colorado
$11.2K +$1.52K +4 +13%
ADL
683
Asset Dedication LLC
California
$10.5K
SL
684
Salomon & Ludwin
Virginia
$9.51K +$11.1K +29 New
T
685
TOBAM
France
$9K +$9.91K +26 New
SIC
686
Salem Investment Counselors
North Carolina
$8.88K
KFI
687
Key Financial Inc
Pennsylvania
$8.29K
RCM
688
Richardson Capital Management
Wisconsin
$8.22K
A
689
Allianz
Germany
$7.89K
GRP
690
Global Retirement Partners
California
$7.89K +$1.14K +3 +14%
CT
691
Clearstead Trust
Maine
$7.24K
NWM
692
Nova Wealth Management
Florida
$7.24K
FHC
693
First Horizon Corporation
Tennessee
$6.91K +$8.01K +21 New
RDFA
694
Ritter Daniher Financial Advisory
Ohio
$6.58K +$7.63K +20 New
MWM
695
Mascoma Wealth Management
New Hampshire
$6.58K
TPCW
696
TD Private Client Wealth
New York
$6.58K +$762 +2 +11%
PAM
697
Palisade Asset Management
Minnesota
$6.25K +$7.24K +19 New
CIAS
698
CBIZ Investment Advisory Services
Ohio
$6.25K +$6.86K +18 +1,800%
FFO
699
Fortitude Family Office
Arizona
$5.92K +$381 +1 +6%
TIM
700
Tortoise Investment Management
New York
$4.93K -$381 -1 -6%

CSL Hedge Fund Activity: Q3 2025 in Review

752 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2025, worth a combined $13.7B — down 14% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CSL and 83 opened new positions — a net loss of 2 holders — while 310 trimmed existing stakes and 230 added.

The largest buyer was Bank of New York Mellon, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $274M.

  • 752 institutional investors held Carlisle Companies (CSL) as of Q3 2025, down from 763 in Q2 2025.
  • Funds reported $13.7B of Carlisle Companies stock for Q3 2025, down 14% quarter-over-quarter.
  • 83 funds opened new Carlisle Companies positions in Q3 2025 and 85 closed out, a net change of -2 holders.
  • The largest Carlisle Companies buyer in Q3 2025 was Bank of New York Mellon, an estimated $213M added.
  • The largest Carlisle Companies seller in Q3 2025 was Fidelity Investments, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2025.