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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
HNW
701
High Note Wealth
Minnesota
$4.93K +$381 +1 +7%
FUBT
702
First United Bank & Trust
Maryland
$4.93K +$5.72K +15 New
CPG
703
Cornerstone Planning Group
New Jersey
$4.88K +$2.67K +7 +88%
S
704
Sachetta
Massachusetts
$4.61K
EP
705
Essential Partners
California
$4.61K
JWM
706
JPL Wealth Management
Colorado
$4.28K +$4.96K +13 New
RWS
707
Retirement Wealth Solutions
Wisconsin
$4.28K +$4.96K +13 New
DPW
708
DiNuzzo Private Wealth
Pennsylvania
$4.25K
OAJ
709
Ogorek Anthony Joseph
New York
$4K
MHR
710
Matthew Hamilton Rosenberg
$3.95K
RTL
711
Red Tortoise LLC
Georgia
$3.95K
AS
712
Altshuler Shaham
Israel
$3.62K
SC
713
SouthState Corp
Florida
$3.29K -$2.29K -6 -38%
FCAS
714
First Command Advisory Services
Texas
$3.29K
RWM
715
Rialto Wealth Management
New York
$3.29K +$381 +1 +11%
WWA
716
Wealth Watch Advisors
Colorado
$3.29K +$3.81K +10 New
RF
717
Rossby Financial
Florida
$2.65K +$3.05K +8 New
AWM
718
Activest Wealth Management
Florida
$2.63K
CH
719
Cromwell Holdings
Wyoming
$2.63K
MAM
720
Meeder Asset Management
Ohio
$2.3K -$381 -1 -13%
SIC
721
SJS Investment Consulting
Ohio
$2.3K
TFA
722
Transamerica Financial Advisors
Florida
$2.3K +$2.67K +7 New
CCM
723
Cloud Capital Management
Washington
$2K +$2.67K +7 New
TWD
724
True Wealth Design
Ohio
$1.97K -$1.52K -4 -40%
Q1WB
725
Quest 10 Wealth Builders
Virginia
$1.65K -$21.7K -57 -92%

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.