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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
GPA
576
Garrison Point Advisors
California
$1.2M -$25.5K -375 -2%
WPC
577
Wedmont Private Capital
Pennsylvania
$1.2M -$74.5K -1,097 -5%
AAM
578
Azzad Asset Management
Virginia
$1.2M -$663K -9,754 -33%
BHIA
579
Birch Hill Investment Advisors
Massachusetts
$1.2M
RIM
580
Redwood Investment Management
Arizona
$1.2M +$1.36M +20,078 New
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$1.19M -$2.58K -38 -0.2%
BFIM
582
Beese Fulmer Investment Management
Ohio
$1.19M +$4.08K +60 +0.3%
LFG
583
Lazard Frères Gestion
France
$1.19M
CCM
584
Cinctive Capital Management
New York
$1.18M +$1.35M +19,807 New
HL
585
HeadInvest LLC
Maine
$1.18M -$20.4K -300 -1%
GI
586
GAMMA Investing
California
$1.17M +$14.4K +212 +1%
WS
587
Wedbush Securities
California
$1.17M +$74.9K +1,102 +6%
RE
588
Rydar Equities
Texas
$1.16M -$172K -2,537 -12%
FLFS
589
Family Legacy Financial Solutions
North Carolina
$1.15M +$96.7K +1,424 +8%
GWMR
590
GC Wealth Management RIA
Massachusetts
$1.14M +$380K +5,588 +42%
AMCA
591
Arthur M. Cohen & Associates
Illinois
$1.13M
DWM
592
Dakota Wealth Management
Florida
$1.13M -$617K -9,088 -32%
SFA
593
Sequoia Financial Advisors
Ohio
$1.13M -$35.3K -519 -3%
SFFS
594
Stonehage Fleming Financial Services
Jersey
$1.12M +$59.4K +875 +5%
CIA
595
Cascade Investment Advisors
Oregon
$1.1M +$48.6K +715 +4%
SIP
596
Stoneridge Investment Partners
Pennsylvania
$1.1M +$1.25M +18,399 New
VSQM
597
V-Square Quantitative Management
Illinois
$1.1M +$39.5K +582 +3%
A
598
AlphaQuest
New York
$1.09M +$630K +9,277 +103%
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$1.09M -$100K -1,475 -7%
PP
600
Patten & Patten
Tennessee
$1.08M