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Carrier Global

1,469 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, 476 increasing their positions, 571 reducing their positions, and 180 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

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
1,469
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
AO
551
Advisor OS
Illinois
$1.27M
WC
552
Woodstock Corp
Massachusetts
$1.27M
ST
553
Sageworth Trust
Pennsylvania
$1.26M
CFMC
554
Curbstone Financial Management Corp
New Hampshire
$1.26M
AIM
555
AHL Investment Management
Florida
$1.26M
BG
556
Bollard Group
Massachusetts
$1.25M
UBG
557
United Bank (Georgia)
Georgia
$1.25M
IIM
558
InTrack Investment Management
Vermont
$1.25M
PCS
559
Personal CFO Solutions
New Jersey
$1.25M
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M
BC
561
Burney Company
Virginia
$1.24M
NRS
562
Neville Rodie & Shaw
New York
$1.24M
OIA
563
OneDigital Investment Advisors
Kansas
$1.23M
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$1.23M
HAIM
565
Hunter Associates Investment Management
Pennsylvania
$1.23M
CFG
566
Citizens Financial Group
Rhode Island
$1.22M
IWC
567
Integrated Wealth Concepts
Massachusetts
$1.22M
CCP
568
Carmel Capital Partners
California
$1.21M
GT
569
Greenleaf Trust
Michigan
$1.21M
TRCT
570
Tower Research Capital (TRC)
New York
$1.21M
CNC
571
Citizens & Northern Corp
Pennsylvania
$1.21M
GPA
572
Garrison Point Advisors
California
$1.2M
WPC
573
Wedmont Private Capital
Pennsylvania
$1.2M
AAM
574
Azzad Asset Management
Virginia
$1.2M
BHIA
575
Birch Hill Investment Advisors
Massachusetts
$1.2M