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Carrier Global

1,457 hedge funds and large institutions have $42.2B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 475 increasing their positions, 561 reducing their positions, and 178 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

38% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 178

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,457
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
CT
626
Caldwell Trust
Florida
$902K
RGC
627
Roberts, Glore & Co
Illinois
$902K
MHIC
628
Marble Harbor Investment Counsel
Massachusetts
$891K
PGCM
629
Prescott Group Capital Management
Oklahoma
$888K
WC
630
Westhampton Capital
North Carolina
$885K
NP
631
NorthRock Partners
Minnesota
$880K
VI
632
Vestcor Inc
New Brunswick, Canada
$879K
BT
633
Banque Transatlantique
France
$877K
QWP
634
Quotient Wealth Partners
Texas
$872K
BP
635
Ballentine Partners
Massachusetts
$870K
CIA
636
Choate Investment Advisors
Massachusetts
$856K
AAM
637
AR Asset Management
California
$854K
LAM
638
Lakewood Asset Management
Illinois
$852K
HSA
639
HBK Sorce Advisory
Pennsylvania
$851K
PCIA
640
Prime Capital Investment Advisors
Kansas
$845K
SAM
641
Shell Asset Management
Netherlands
$835K
SPC
642
Sigma Planning Corp
Michigan
$826K
IIM
643
INTECH Investment Management
Florida
$819K
PP
644
Prudential plc
United Kingdom
$818K
NW
645
NewEdge Wealth
Pennsylvania
$806K
MFIM
646
Mesirow Financial Investment Management
Illinois
$800K
WA
647
Waterford Advisors
New York
$799K
VBCG
648
Valley Brook Capital Group
Pennsylvania
$795K
FLPIM
649
F.L. Putnam Investment Management
Massachusetts
$795K
CCM
650
Coldstream Capital Management
Washington
$788K