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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
DF
751
Dunhill Financial
United Kingdom
$2.64K +$2.18K +6 +600%
BHWM
752
Bay Harbor Wealth Management
Maryland
$2.33K +$364 +1 +17%
HWP
753
Highline Wealth Partners
California
$2.33K +$2.55K +7 New
CH
754
Cromwell Holdings
Wyoming
$2K
RWS
755
Retirement Wealth Solutions
Wisconsin
$2K
WETS
756
Wealth Enhancement Trust Services
South Dakota
$2K
BIA
757
Bell Investment Advisors
California
$1.67K
VWA
758
Valued Wealth Advisors
Utah
$1.67K +$1.46K +4 +400%
RS
759
Rakuten Securities
Japan
$1.67K
EP
760
Essential Partners
California
$1.33K -$11.6K -32 -89%
HIA
761
HFM Investment Advisors
New Jersey
$1.33K +$364 +1 +33%
BFS
762
Bare Financial Services
Pennsylvania
$1.33K +$1.46K +4 New
WA
763
Whipplewood Advisors
Colorado
$1.33K +$1.46K +4 New
CJ
764
Caitlin John
Michigan
$1.04K
BW
765
Basepoint Wealth
Iowa
$1.02K
1CP
766
1015 Capital Partners
Pennsylvania
$1K -$364 -1 -25%
FMP
767
Financial Management Professionals
Texas
$1K
PMAM
768
Picton Mahoney Asset Management
Ontario, Canada
$1K
TCM
769
Triumph Capital Management
Colorado
$1K
VWM
770
Vermillion Wealth Management
Minnesota
$1K +$1.09K +3 New
MCM
771
Manchester Capital Management
Vermont
$668
SA
772
Seneschal Advisors
Washington
$668
GSWM
773
Golden State Wealth Management
California
$667 -$1.09K -3 -60%
APW
774
Aventura Private Wealth
Florida
$667
GSEP
775
Golden State Equity Partners
California
$667 +$728 +2 New