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Carlisle Companies
CSL

792 hedge funds and large institutions have $14.5B invested in Carlisle Companies in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 279 increasing their positions, 292 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $18.3M

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $13.5B → $14.5B (+$1.02B)

1% more funds holding

Funds holding: 783 → 792 (+9)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.26% less ownership

Funds ownership: 99.24% → 98.98% (-0.26%)

4% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 292

Holders
792
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
9.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
87
Increased
279
Reduced
292
Closed
63
Calls
$29.9M
Puts
$18.3M
Net Calls
+$11.6M
Net Calls Change
+$4.56M

Top Buyers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
+$155M
2
UBS Group
UBS Group
Switzerland
+$89.8M
3
Goldman Sachs
Goldman Sachs
New York
+$48.1M
4
Boston Partners
Boston Partners
Massachusetts
+$37M
5
UBS AM
UBS AM
Illinois
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$136M
2
Morgan Stanley
Morgan Stanley
New York
-$91.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$87.7M
4
CIP
Champlain Investment Partners
Vermont
-$76M
5
Sands Capital Management
Sands Capital Management
Virginia
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
751
Highline Wealth Partners
California
$3.27K +$701 +2 +29%
CH
752
Cromwell Holdings
Wyoming
$3.27K +$1.05K +3 +50%
TC
753
Truvestments Capital
Florida
$2.9K – – –
DF
754
Dunhill Financial
United Kingdom
$2.87K – – –
DPW
755
DiNuzzo Private Wealth
Pennsylvania
$2.54K -$1.75K -5 -42%
BIA
756
Bell Investment Advisors
California
$2.54K +$701 +2 +40%
HIA
757
HFM Investment Advisors
New Jersey
$2.54K +$1.05K +3 +75%
TCOV
758
Trust Company of Vermont
Vermont
$2.54K +$2.45K +7 New
WETS
759
Wealth Enhancement Trust Services
South Dakota
$2.18K – – –
VWA
760
Valued Wealth Advisors
Utah
$2.18K +$350 +1 +20%
AWM
761
Activest Wealth Management
Florida
$2.18K +$1.75K +5 +500%
HFS
762
Hughes Financial Services
Virginia
$2.18K +$1.75K +5 +500%
HWA
763
HHM Wealth Advisors
Tennessee
$2.18K +$2.1K +6 New
RS
764
Rakuten Securities
Japan
$1.81K – – –
LSA
765
Leonteq Securities AG
Switzerland
$1.45K -$281K -801 -100%
WA
766
Whipplewood Advisors
Colorado
$1.45K – – –
CA
767
Continuum Advisory
Idaho
$1.45K +$1.4K +4 New
CJ
768
Caitlin John
Michigan
$1.13K – – –
BW
769
Basepoint Wealth
Iowa
$1.11K – – –
SFCL
770
Strengthening Families & Communities LLC
Massachusetts
$1.09K +$1.05K +3 New
1CP
771
1015 Capital Partners
Pennsylvania
$1.09K – – –
FMP
772
Financial Management Professionals
Texas
$1.09K – – –
TCM
773
Triumph Capital Management
Colorado
$1.09K – – –
AFC
774
Ares Financial Consulting
California
$1.09K +$1.05K +3 New
BAM
775
Bellevue Asset Management
Washington
$1.09K +$1.05K +3 New
29 30
31
32 33

CSL Hedge Fund Activity: Q2 2026 in Review

792 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2026, worth a combined $14.5B — up 7.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CSL positions and 63 closed out — a net gain of 24 holders — while 279 added to existing stakes and 292 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $155M. The largest seller was Corient Private Wealth, cutting an estimated $136M.

  • 792 institutional investors held Carlisle Companies (CSL) as of Q2 2026, up from 783 in Q1 2026.
  • Funds reported $14.5B of Carlisle Companies stock for Q2 2026, up 7.5% quarter-over-quarter.
  • 87 funds opened new Carlisle Companies positions in Q2 2026 and 63 closed out, a net change of +24 holders.
  • The largest Carlisle Companies buyer in Q2 2026 was First Eagle Investment Management, an estimated $155M added.
  • The largest Carlisle Companies seller in Q2 2026 was Corient Private Wealth, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2026.