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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
WDA
626
Wendell David Associates
New Hampshire
$812K
SIA
627
Soltis Investment Advisors
Utah
$810K
WIA
628
World Investment Advisors
California
$806K
AAM
629
AR Asset Management
California
$805K
LD
630
Lipe & Dalton
New York
$805K
HIC
631
Hartline Investment Corp
Illinois
$804K
SCP
632
Sivia Capital Partners
California
$803K
PTCG
633
Pring Turner Capital Group
California
$801K
EHC
634
Everett Harris & Co
California
$796K
VF
635
Virtu Financial
New York
$793K
CWP
636
Curated Wealth Partners
California
$793K
CI
637
CX Institutional
Indiana
$791K
PCIA
638
Prime Capital Investment Advisors
Kansas
$791K
TWM
639
Trueblood Wealth Management
Ohio
$787K
VBCG
640
Valley Brook Capital Group
Pennsylvania
$767K
MA
641
Montag & Associates
Georgia
$765K
CT
642
Caldwell Trust
Florida
$760K
MNA
643
Manning & Napier Advisors
New York
$760K
LFG
644
Lazard Frères Gestion
France
$752K
CCM
645
Coldstream Capital Management
Washington
$752K
DWM
646
Dakota Wealth Management
Florida
$751K
IGGA
647
Iron Gate Global Advisors
Utah
$744K
FLPIM
648
F.L. Putnam Investment Management
Massachusetts
$743K
TBT
649
Texas Bank & Trust
Texas
$742K
MFIM
650
Mesirow Financial Investment Management
Illinois
$742K