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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
DWM
751
Dogwood Wealth Management
Kansas
$329 +$381 +1 New
HFS
752
Hughes Financial Services
Virginia
$318 -$762 -2 -67%
RCM
753
Raleigh Capital Management
North Carolina
$34
Norges Bank
754
Norges Bank
Norway
-$129M -345,088 Closed
Fidelity International
755
Fidelity International
Bermuda
-$52.1M -139,557 Closed
Axa
756
Axa
France
-$35.9M -96,057 Closed
HF
757
HRT Financial
New York
-$19.6M -52,624 Closed
Arrowstreet Capital
758
Arrowstreet Capital
Massachusetts
-$18.1M -48,424 Closed
SC
759
Shellback Capital
Massachusetts
-$17.7M -47,286 Closed
Capital Fund Management (CFM)
760
Capital Fund Management (CFM)
France
-$8.79M -23,544 Closed
Boston Partners
761
Boston Partners
Massachusetts
-$6.5M -17,398 Closed
TG
762
TCW Group
California
-$6.42M -17,206 Closed
JG
763
Jain Global
New York
-$6.27M -16,798 Closed
NIA
764
NIA Impact Advisors
California
-$6.04M -16,169 Closed
CCS
765
Concentric Capital Strategies
Connecticut
-$4.41M -11,818 Closed
EAM
766
EFG Asset Management
Oregon
-$3.26M -8,725 Closed
AWAM
767
Appian Way Asset Management
New York
-$3.19M -8,548 Closed
ZIM
768
Zacks Investment Management
Illinois
-$3.14M -8,404 Closed
ACM
769
Aquatic Capital Management
Illinois
-$2.01M -5,384 Closed
CAU
770
Caxton Associates (UK)
-$2M -5,354 Closed
Jacobs Levy Equity Management
771
Jacobs Levy Equity Management
New Jersey
-$1.96M -5,237 Closed
SCA
772
Sage Capital Advisors
South Dakota
-$1.87M -5,000 Closed
ZIG
773
Zurich Insurance Group
Switzerland
-$1.72M -4,600 Closed
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
-$1.66M -4,456 Closed
ICP
775
Ilex Capital Partners
United Kingdom
-$1.52M -4,075 Closed

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.