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Carlisle Companies

782 hedge funds and large institutions have $13.5B invested in Carlisle Companies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 260 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $8.31M

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 771782 (+11)

9% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 260

2% more capital invested

Capital invested by funds: $13.2B → $13.5B (+$299M)

0.46% less ownership

Funds ownership: 99.7%99.24% (-0.46%)

Holders
782
Holders Change
+11
Holders Change %
+1.43%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
103
Increased
283
Reduced
260
Closed
76
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.05M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
726
WPG Advisers
Maryland
$7.01K -$1.82K -5 -19%
RDFA
727
Ritter Daniher Financial Advisory
Ohio
$6.67K
BSB
728
Bangor Savings Bank
Maine
$6.67K
MWM
729
Mascoma Wealth Management
New Hampshire
$6.67K
UFPG
730
United Financial Planning Group
New York
$6.67K +$7.28K +20 New
CIAS
731
CBIZ Investment Advisory Services
Ohio
$6.34K
FHC
732
First Horizon Corporation
Tennessee
$6.34K
IUHSA
733
Itau Unibanco Holding S.A.
Brazil
$6.34K
SIC
734
SJS Investment Consulting
Ohio
$6.34K +$364 +1 +6%
NWM
735
Nova Wealth Management
Florida
$5.67K
USB
736
Union Savings Bank
Connecticut
$5.34K
TWD
737
True Wealth Design
Ohio
$5K +$364 +1 +7%
AT
738
Arlington Trust
Alabama
$4.67K
FCAS
739
First Command Advisory Services
Texas
$4.67K
HNW
740
High Note Wealth
Minnesota
$4.67K
PWA
741
Physician Wealth Advisors
Utah
$4.34K +$2.55K +7 +117%
IAAG
742
Innovative Asset Advisors Group
Connecticut
$4.34K +$4.73K +13 New
JWM
743
JPL Wealth Management
Colorado
$4K +$4.37K +12 New
CA
744
Clearstead Advisors
Ohio
$4K -$62.2K -171 -93%
DPW
745
DiNuzzo Private Wealth
Pennsylvania
$4K +$364 +1 +9%
RTL
746
Red Tortoise LLC
Georgia
$4K
AS
747
Altshuler Shaham
Israel
$3.67K +$4K +11 New
RWM
748
Rialto Wealth Management
New York
$3K +$364 +1 +13%
SC
749
SouthState Corp
Florida
$2.67K
TC
750
Truvestments Capital
Florida
$2.67K +$2.91K +8 New