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Carlisle Companies

763 hedge funds and large institutions have $15.9B invested in Carlisle Companies in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 276 increasing their positions, 273 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.68M

51% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.9B (+$1.83B)

4.79% more ownership

Funds ownership: 94.1%98.89% (+4.8%)

3% more funds holding

Funds holding: 738763 (+25)

1% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 273

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
763
Holders Change
+25
Holders Change %
+3.39%
% of All Funds
10.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
101
Increased
276
Reduced
273
Closed
67
Calls
$11.5M
Puts
$5.68M
Net Calls
+$5.86M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
701
Sierra Ocean
California
$10.1K
KFI
702
Key Financial Inc
Pennsylvania
$9.34K
RCM
703
Richardson Capital Management
Wisconsin
$9.34K
NC
704
NewSquare Capital
Pennsylvania
$9.34K +$1.49K +4 +19%
A
705
Allianz
Germany
$8.96K
NWM
706
Nova Wealth Management
Florida
$8.21K -$3.34K -9 -29%
CT
707
Clearstead Trust
Maine
$8.21K
GRP
708
Global Retirement Partners
California
$7.84K +$7.8K +21 New
MWM
709
Mascoma Wealth Management
New Hampshire
$7.47K
TPCW
710
TD Private Client Wealth
New York
$6.72K
FFO
711
Fortitude Family Office
Arizona
$6.35K +$6.31K +17 New
SC
712
SouthState Corp
Florida
$5.97K -$743 -2 -11%
TIM
713
Tortoise Investment Management
New York
$5.97K +$1.11K +3 +23%
HNW
714
High Note Wealth
Minnesota
$5.23K -$371 -1 -7%
S
715
Sachetta
Massachusetts
$5.23K +$1.49K +4 +40%
EP
716
Essential Partners
California
$5.23K +$5.2K +14 New
OAJ
717
Ogorek Anthony Joseph
New York
$5K +$2.23K +6 +75%
MHR
718
Matthew Hamilton Rosenberg
$4.48K
RTL
719
Red Tortoise LLC
Georgia
$4.48K
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$4.11K -$371 -1 -8%
AS
721
Altshuler Shaham
Israel
$4.11K +$4.08K +11 New
CAWM
722
Capital A Wealth Management
Pennsylvania
$4.06K +$4.83K +13 New
PSFG
723
Park Square Financial Group
Georgia
$3.73K -$6.31K -17 -63%
FCAS
724
First Command Advisory Services
Texas
$3.73K
TWD
725
True Wealth Design
Ohio
$3.73K

CSL Hedge Fund Activity: Q2 2025 in Review

763 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2025, worth a combined $15.9B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new CSL positions and 67 closed out — a net gain of 34 holders — while 276 added to existing stakes and 273 trimmed.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $158M. The largest seller was Pacer Advisors, cutting an estimated $76.8M.

  • 763 institutional investors held Carlisle Companies (CSL) as of Q2 2025, up from 738 in Q1 2025.
  • Funds reported $15.9B of Carlisle Companies stock for Q2 2025, up 13% quarter-over-quarter.
  • 101 funds opened new Carlisle Companies positions in Q2 2025 and 67 closed out, a net change of +34 holders.
  • The largest Carlisle Companies buyer in Q2 2025 was Sands Capital Management, an estimated $158M added.
  • The largest Carlisle Companies seller in Q2 2025 was Pacer Advisors, an estimated $76.8M sold.

Based on aggregated 13F filings for Q2 2025.