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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BT
601
Banque Transatlantique
France
$914K
WETS
602
Wealth Enhancement Trust Services
South Dakota
$908K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$904K
Envestnet Portfolio Solutions
604
Envestnet Portfolio Solutions
Illinois
$904K
CRC
605
Curi RMB Capital
Illinois
$904K
CT
606
Chicago Trust
Illinois
$902K
TE
607
Tema ETFs
New York
$899K
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$897K
EB
609
Eastern Bank
Massachusetts
$881K
JSSH
610
J. Safra Sarasin Holding
$879K
RBC
611
Romano Brothers & Co
Illinois
$879K
ECM
612
Evergreen Capital Management
Washington
$876K
SWP
613
Stratos Wealth Partners
Ohio
$876K
PA
614
Parallel Advisors
California
$865K
TCOT
615
Trust Company of Toledo
Ohio
$853K
KWM
616
Kingsview Wealth Management
Oregon
$850K
EH
617
Equitable Holdings
New York
$843K
MHIC
618
Marble Harbor Investment Counsel
Massachusetts
$841K
PGCM
619
Prescott Group Capital Management
Oklahoma
$837K
WC
620
Westhampton Capital
North Carolina
$834K
KIA
621
Kraematon Investment Advisors
Massachusetts
$830K
QWP
622
Quotient Wealth Partners
Texas
$829K
VI
623
Vestcor Inc
New Brunswick, Canada
$829K
WAM
624
Werlinich Asset Management
Connecticut
$828K
SF
625
Summit Financial
New Jersey
$812K