CARR icon

Carrier Global

1,457 hedge funds and large institutions have $42.2B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 475 increasing their positions, 561 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

27% less call options, than puts

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

38% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 178

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$242M
Puts
$330M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBG
551
United Bank (Georgia)
Georgia
$1.25M
IIM
552
InTrack Investment Management
Vermont
$1.25M
PCS
553
Personal CFO Solutions
New Jersey
$1.25M
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M
BC
555
Burney Company
Virginia
$1.24M
NRS
556
Neville Rodie & Shaw
New York
$1.24M
OIA
557
OneDigital Investment Advisors
Kansas
$1.23M
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$1.23M
HAIM
559
Hunter Associates Investment Management
Pennsylvania
$1.23M
CFG
560
Citizens Financial Group
Rhode Island
$1.22M
IWC
561
Integrated Wealth Concepts
Massachusetts
$1.22M
CCP
562
Carmel Capital Partners
California
$1.21M
GT
563
Greenleaf Trust
Michigan
$1.21M
TRCT
564
Tower Research Capital (TRC)
New York
$1.21M
CNC
565
Citizens & Northern Corp
Pennsylvania
$1.21M
GPA
566
Garrison Point Advisors
California
$1.2M
WPC
567
Wedmont Private Capital
Pennsylvania
$1.2M
AAM
568
Azzad Asset Management
Virginia
$1.2M
BHIA
569
Birch Hill Investment Advisors
Massachusetts
$1.2M
RIM
570
Redwood Investment Management
Arizona
$1.2M
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$1.19M
BFIM
572
Beese Fulmer Investment Management
Ohio
$1.19M
LFG
573
Lazard Frères Gestion
France
$1.19M
CCM
574
Cinctive Capital Management
New York
$1.18M
HL
575
HeadInvest LLC
Maine
$1.18M