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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
NEWAS
651
N.E.W. Advisory Services
Wisconsin
$738K
LAM
652
Lakewood Asset Management
Illinois
$737K
MCC
653
Malaga Cove Capital
California
$733K
TG
654
TCW Group
California
$732K
HA
655
Harbor Advisors
Florida
$732K
RPC
656
Rossmore Private Capital
Connecticut
$729K
RGC
657
Roberts, Glore & Co
Illinois
$728K
WA
658
Waterford Advisors
New York
$727K
UB
659
UMB Bank
Missouri
$725K
AWM
660
AE Wealth Management
Kansas
$724K
AO
661
Advisor OS
Illinois
$723K
ECM
662
Estabrook Capital Management
New York
$723K
AOI
663
Auto-Owners Insurance
Michigan
$720K
MWA
664
Medallion Wealth Advisors
Connecticut
$720K
EWM
665
Empirical Wealth Management
Washington
$715K
RC
666
Rexford Capital
Texas
$714K
BHWM
667
Bar Harbor Wealth Management
New Hampshire
$712K
MIC
668
Means Investment Company
Maine
$710K
CSP
669
Cary Street Partners
Virginia
$710K
AFP
670
Ausdal Financial Partners
Iowa
$710K
FCH
671
Freestone Capital Holdings
Washington
$710K
EM
672
Excalibur Management
Massachusetts
$709K
NED
673
Nancy E. Dempze
$709K
VA
674
VestGen Advisors
Illinois
$708K
BFA
675
Benedict Financial Advisors
Georgia
$707K