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Carlisle Companies
CSL

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: 763 → 752 (-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: 6 → 5 (-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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$213M
2
Barclays
Barclays
United Kingdom
+$172M
3
Sands Capital Management
Sands Capital Management
Virginia
+$161M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$63.3M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$195M
3
JP Morgan Chase
JP Morgan Chase
New York
-$152M
4
First Trust Advisors
First Trust Advisors
Illinois
-$84.9M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$69M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
726
Rakuten Securities
Japan
$1.65K – – –
Kayne Anderson Rudnick Investment Management
727
Kayne Anderson Rudnick Investment Management
California
$1.32K – – –
BHWM
728
Bay Harbor Wealth Management
Maryland
$1.31K +$381 +1 +33%
AW
729
Avion Wealth
Texas
$1K -$381 -1 -20%
PMAM
730
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
RBC
731
Roble Belko & Company
Pennsylvania
$1K – – –
BIA
732
Bell Investment Advisors
California
$987 -$762 -2 -40%
FMP
733
Financial Management Professionals
Texas
$987 – – –
FNWA
734
Financial Network Wealth Advisors
Utah
$987 – – –
HIA
735
HFM Investment Advisors
New Jersey
$987 – – –
KG
736
Kilter Group
New York
$987 – – –
PWA
737
Principia Wealth Advisory
Texas
$987 – – –
RIL
738
Rothschild Investment LLC
Illinois
$987 – – –
MA
739
Montag & Associates
Georgia
$974 -$762 -2 -40%
OP
740
ORG Partners
Indiana
$862 +$762 +2 New
CJ
741
Caitlin John
Michigan
$687 +$762 +2 New
VWA
742
Valued Wealth Advisors
Utah
$661 +$381 +1 +100%
APW
743
Aventura Private Wealth
Florida
$658 – – –
MCM
744
Manchester Capital Management
Vermont
$658 +$762 +2 New
SA
745
Seneschal Advisors
Washington
$658 +$762 +2 New
DF
746
Dunhill Financial
United Kingdom
$385 – – –
TPBG
747
Turning Point Benefit Group
Maryland
$331 +$381 +1 New
BGAI
748
Bruce G. Allen Investments
Colorado
$329 – – –
QWM
749
Quaker Wealth Management
New Jersey
$329 – – –
DCM
750
Davis Capital Management
Florida
$329 +$381 +1 New
28 29
30
31 32

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.