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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
FFM
826
Forum Financial Management
Illinois
-$287K -896 Closed
OF
827
Optimize Financial
California
-$258K -807 Closed
AC
828
AXQ Capital
New Jersey
-$228K -713 Closed
EC
829
EntryPoint Capital
New York
-$226K -707 Closed
Rafferty Asset Management
830
Rafferty Asset Management
New York
-$224K -701 Closed
PCM
831
Prelude Capital Management
New York
-$208K -649 Closed
AIC
832
Archer Investment Corporation
Indiana
-$131K -410 Closed
BCWM
833
Bartlett & Co Wealth Management
Ohio
-$129K -404 Closed
EI
834
eCIO Inc
Wisconsin
-$64.6K -202 Closed
DT
835
DV Trading
Illinois
-$50.2K -157 Closed
BFPW
836
BOK Financial Private Wealth
Colorado
-$27.2K -85 Closed
Optiver Holding
837
Optiver Holding
Netherlands
-$25.9K -81 Closed
MA
838
Modus Advisors
Minnesota
-$23.1K -72 Closed
EW
839
Elyxium Wealth
California
-$16.3K -51 Closed
Simplex Trading
840
Simplex Trading
Illinois
-$15.3K -42 Closed
FAMI
841
Fideuram Asset Management (Ireland)
-$14.9K -40 Closed
FHA
842
Flagship Harbor Advisors
Massachusetts
-$9.06K -28 Closed
BW
843
Bravera Wealth
North Dakota
-$8.32K -26 Closed
T
844
TOBAM
France
-$8K -26 Closed
GWM
845
Greenline Wealth Management
Florida
-$4.48K -14 Closed
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.2K -10 Closed
WWA
847
Wealth Watch Advisors
Colorado
-$3.2K -10 Closed
OSNBOA
848
Old Second National Bank of Aurora
Illinois
-$1.92K -6 Closed
AFG
849
Albion Financial Group
Utah
-$1.6K -5 Closed
BWL
850
Bogart Wealth LLC
Virginia
-$1.28K -4 Closed