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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
Callan Family Office
Pennsylvania
$5.05M
PAM
302
Pegasus Asset Management
New York
$5.04M
Vontobel Holding
303
Vontobel Holding
Switzerland
$5.03M
MO
304
McMillan Office
Michigan
$5M
BEAM
305
Baker Ellis Asset Management
Washington
$4.99M
WAS
306
Wesleyan Assurance Society
United Kingdom
$4.97M
CSIC
307
Clifford Swan Investment Counsel
California
$4.93M
YCM
308
Yousif Capital Management
Michigan
$4.92M
ATIA
309
American Trust Investment Advisors
New Hampshire
$4.91M
MCM
310
Moore Capital Management
New York
$4.89M
AI
311
Atria Investments
North Carolina
$4.86M
GF
312
Gabelli Funds
New York
$4.85M
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$4.84M
HPC
314
HM Payson & Co
Maine
$4.75M
XT
315
XTX Topco
Cayman Islands
$4.74M
MOACM
316
Mutual of America Capital Management
New York
$4.71M
EAM
317
EdenTree Asset Management
United Kingdom
$4.67M
LIM
318
Letson Investment Management
Georgia
$4.65M
AF
319
Advisornet Financial
Minnesota
$4.59M
PCM
320
Parsons Capital Management
Rhode Island
$4.59M
SI
321
Stephens Inc
Arkansas
$4.51M
Macquarie Group
322
Macquarie Group
Australia
$4.51M
CM
323
Caption Management
Oklahoma
$4.5M
Credit Agricole
324
Credit Agricole
France
$4.46M
Nordea Investment Management
325
Nordea Investment Management
Sweden
$4.45M