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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
TPWA
826
Twin Peaks Wealth Advisors
California
– -$25.5K -66 Closed
AAS
827
Ameritas Advisory Services
Nebraska
– -$14.2K -38 Closed
RAM
828
Riggs Asset Management
Pennsylvania
– -$11.9K -32 Closed
SO
829
Sierra Ocean
California
– -$10.1K -27 Closed
NC
830
NewSquare Capital
Pennsylvania
– -$9.34K -25 Closed
PSFG
831
Park Square Financial Group
Georgia
– -$3.73K -10 Closed
GBT
832
Grove Bank & Trust
Florida
– -$2.61K -7 Closed
WA
833
Whipplewood Advisors
Colorado
– -$2.61K -7 Closed
HT
834
Headlands Technologies
Illinois
– -$1.87K -5 Closed
PWM
835
Proathlete Wealth Management
Florida
– -$1.12K -3 Closed
BHWM
836
Beaird Harris Wealth Management
Texas
– -$747 -2 Closed
SC
837
Stephens Consulting
Michigan
– -$374 -1 Closed
30 31 32 33
34

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.