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Carrier Global

1,478 hedge funds and large institutions have $37B invested in Carrier Global in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 449 increasing their positions, 628 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $42.3B → $37B (-$5.31B)

29% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 628

29% less call options, than puts

Call options by funds: $289M | Put options by funds: $406M

Holders
1,478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$406M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
351
NewEdge Advisors
Louisiana
$3.72M
GT
352
Glenmede Trust
Pennsylvania
$3.71M
FWCM
353
Ferguson Wellman Capital Management
Oregon
$3.69M
CS
354
Candriam SCA
Luxembourg
$3.67M
SCA
355
Snowden Capital Advisors
New York
$3.64M
BEI
356
Benjamin Edwards Inc
Missouri
$3.61M
UIM
357
USS Investment Management
United Kingdom
$3.6M
AV
358
ASR Vermogensbeheer
Netherlands
$3.56M
PAMP
359
Polar Asset Management Partners
Ontario, Canada
$3.56M
ACP
360
Albar Capital Partners
United Kingdom
$3.55M
CWM
361
Circle Wealth Management
New Jersey
$3.48M
OQS
362
Occudo Quantitative Strategies
Florida
$3.46M
CFO
363
Callan Family Office
Pennsylvania
$3.46M
MCM
364
MAI Capital Management
Ohio
$3.45M
CM
365
Caption Management
Oklahoma
$3.43M
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M
JFG
367
Jefferies Financial Group
New York
$3.4M
GF
368
Gabelli Funds
New York
$3.38M
CCM
369
Cohen Capital Management
California
$3.36M
IMCOOI
370
Investment Management Corp of Ontario (IMCO)
Canada
$3.34M
PCM
371
Parsons Capital Management
Rhode Island
$3.33M
SA
372
Sanctuary Advisors
Indiana
$3.23M
DWP
373
Daymark Wealth Partners
Ohio
$3.22M
PG
374
Patten Group
Tennessee
$3.17M
MSU
375
Mizuho Securities USA
New York
$3.16M