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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
VT
551
Vise Technologies
New York
$1.29M +$32.5K +479 +2%
MWM
552
Modera Wealth Management
New Jersey
$1.29M -$33.5K -493 -2%
MSA
553
MUFG Securities Americas
New York
$1.29M +$265K +3,902 +22%
PIM
554
Penobscot Investment Management
Massachusetts
$1.28M +$37.8K +557 +3%
AO
555
Advisor OS
Illinois
$1.27M +$32.1K +472 +2%
WC
556
Woodstock Corp
Massachusetts
$1.27M -$13.6K -200 -0.9%
ST
557
Sageworth Trust
Pennsylvania
$1.26M +$1.43M +21,102 New
CFMC
558
Curbstone Financial Management Corp
New Hampshire
$1.26M -$10.2K -150 -0.7%
AIM
559
AHL Investment Management
Florida
$1.26M +$177K +2,602 +14%
BG
560
Bollard Group
Massachusetts
$1.25M +$69.6K +1,025 +5%
UBG
561
United Bank (Georgia)
Georgia
$1.25M +$272K +4,005 +24%
IIM
562
InTrack Investment Management
Vermont
$1.25M +$101K +1,490 +8%
PCS
563
Personal CFO Solutions
New Jersey
$1.25M +$29.6K +436 +2%
KRSITF
564
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M -$132K -1,939 -8%
BC
565
Burney Company
Virginia
$1.24M -$11.5K -170 -0.8%
NRS
566
Neville Rodie & Shaw
New York
$1.24M
OIA
567
OneDigital Investment Advisors
Kansas
$1.23M -$30.8K -454 -2%
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$1.23M -$27.2K -401 -2%
HAIM
569
Hunter Associates Investment Management
Pennsylvania
$1.23M -$47.5K -699 -3%
CFG
570
Citizens Financial Group
Rhode Island
$1.22M +$170K +2,506 +14%
IWC
571
Integrated Wealth Concepts
Massachusetts
$1.22M -$177K -2,602 -11%
CCP
572
Carmel Capital Partners
California
$1.21M -$508K -7,478 -27%
GT
573
Greenleaf Trust
Michigan
$1.21M -$62.8K -924 -4%
TRCT
574
Tower Research Capital (TRC)
New York
$1.21M -$1.14M -16,781 -45%
CNC
575
Citizens & Northern Corp
Pennsylvania
$1.21M +$9.38K +138 +0.7%