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Carrier Global

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2%83.28% (-0.92%)

6% less funds holding

Funds holding: 1,5841,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
401
Kentucky Retirement Systems
Kentucky
$2.97M -$268K -3,952 -7%
NERM
402
New England Research & Management
Illinois
$2.96M +$338K +4,975 +11%
AIM
403
Aigen Investment Management
New York
$2.93M +$1.6M +23,615 +93%
HIMC
404
Heritage Investors Management Corp
Maryland
$2.88M
LOAMS
405
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.84M -$94.8K -1,396 -3%
HIMCH
406
Hartford Investment Management Co (HIMCO)
Connecticut
$2.8M -$85.3K -1,256 -3%
NB
407
Norinchukin Bank
Japan
$2.76M +$31.2K +459 +1%
YIA
408
YHB Investment Advisors
Connecticut
$2.73M -$20.7K -305 -0.7%
CK
409
Cohen Klingenstein
New York
$2.73M
GGI
410
GPM Growth Investors
Michigan
$2.7M -$4.52M -66,488 -60%
ET
411
Entropy Technologies
New York
$2.68M +$3.04M +44,814 New
VVP
412
Venture Visionary Partners
Ohio
$2.66M +$204 +3 +0%
AI
413
Atria Investments
North Carolina
$2.65M +$30K +442 +1%
HW
414
Hancock Whitney
Mississippi
$2.61M +$80.2K +1,180 +3%
CGH
415
Crossmark Global Holdings
Texas
$2.57M -$1.02K -15 -0%
WTC
416
WhitTier Trust Company
Nevada
$2.57M +$186K +2,744 +7%
SC
417
Savant Capital
Illinois
$2.56M -$154K -2,264 -5%
LSERS
418
Louisiana State Employees Retirement System
Louisiana
$2.51M -$6.79K -100 -0.2%
JWCA
419
J.W. Cole Advisors
Florida
$2.5M +$34.1K +502 +1%
AWA
420
Arete Wealth Advisors
Illinois
$2.48M +$5.43K +80 +0.2%
MCM
421
Monarch Capital Management
Indiana
$2.47M +$153K +2,245 +6%
MFG
422
Merit Financial Group
Georgia
$2.45M -$346K -5,086 -11%
B
423
Bensler
Washington
$2.41M +$66.5K +979 +2%
ATC
424
Argent Trust Co
Tennessee
$2.41M -$256K -3,771 -9%
EFS
425
Essex Financial Services
Connecticut
$2.41M -$52.8K -777 -2%