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Carrier Global

1,555 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,555
Holders Change
+53
Holders Change %
+3.53%
% of All Funds
20.84%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
601
Waverly Advisors
Alabama
$1.27M +$77.9K +1,065 +7%
NP
602
NorthRock Partners
Minnesota
$1.27M +$84.8K +1,158 +7%
DT
603
Diversified Trust
Tennessee
$1.26M +$8.93K +122 +0.7%
SIC
604
Salem Investment Counselors
North Carolina
$1.26M +$20K +273 +2%
KWM
605
Kingsview Wealth Management
Oregon
$1.25M +$12.1K +165 +1%
WDA
606
Wendell David Associates
New Hampshire
$1.25M -$7.32K -100 -0.6%
HI
607
Horizon Investments
North Carolina
$1.25M +$147K +2,017 +13%
UBG
608
United Bank (Georgia)
Georgia
$1.24M +$363K +4,956 +41%
RBC
609
Romano Brothers & Co
Illinois
$1.24M -$18.3K -250 -1%
SCM
610
Schnieders Capital Management
California
$1.24M +$313K +4,277 +34%
GCM
611
Graham Capital Management
Connecticut
$1.24M -$10.9M -148,867 -90%
BPCE
612
Bank Pictet & Cie (Europe)
Germany
$1.24M +$1.24M +16,898 New
CAG
613
Crestwood Advisors Group
Massachusetts
$1.22M -$19.8K -271 -2%
EAM
614
Erste Asset Management
Austria
$1.22M +$1.22M +16,509 New
SWP
615
Stratos Wealth Partners
Ohio
$1.22M -$149K -2,038 -11%
EBT
616
Enterprise Bank & Trust
Massachusetts
$1.22M +$43.9K +600 +4%
VI
617
Vestcor Inc
New Brunswick, Canada
$1.21M +$94.8K +1,295 +8%
EB
618
Eastern Bank
Massachusetts
$1.21M +$21.9K +299 +2%
MGIA
619
Moneta Group Investment Advisors
Missouri
$1.21M +$308K +4,211 +34%
KIA
620
Kraematon Investment Advisors
Massachusetts
$1.19M -$75K -1,025 -6%
VWM
621
VCI Wealth Management
Missouri
$1.18M +$120K +1,646 +11%
BCM
622
Brookstone Capital Management
Illinois
$1.18M +$538K +7,355 +84%
GI
623
GLOBALT Investments
Georgia
$1.17M +$49.6K +678 +4%
IIA
624
ICW Investment Advisors
Arizona
$1.16M +$29K +396 +3%
MA
625
MJP Associates
Connecticut
$1.16M +$123K +1,677 +12%