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Carrier Global

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2%83.28% (-0.92%)

6% less funds holding

Funds holding: 1,5841,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
676
Hilltop Holdings
Texas
$774K -$5.57K -82 -0.6%
SIA
677
Soltis Investment Advisors
Utah
$771K -$12.8K -188 -1%
CI
678
CX Institutional
Indiana
$769K +$327K +4,808 +60%
TBT
679
Texas Bank & Trust
Texas
$769K
FCH
680
Freestone Capital Holdings
Washington
$768K +$66.8K +984 +8%
MWA
681
Medallion Wealth Advisors
Connecticut
$766K -$17.3K -254 -2%
ECM
682
Estabrook Capital Management
New York
$766K -$19.4K -285 -2%
CWP
683
Curated Wealth Partners
California
$764K -$8.42K -124 -1%
FFN
684
Focus Financial Network
Minnesota
$763K -$2.99K -44 -0.3%
AOI
685
Auto-Owners Insurance
Michigan
$763K
EM
686
Excalibur Management
Massachusetts
$763K -$20.4K -300 -2%
RPC
687
Rossmore Private Capital
Connecticut
$762K +$20.4K +300 +2%
BFA
688
Brendel Financial Advisors
New Hampshire
$761K -$30.2K -445 -3%
AC
689
Avestar Capital
New York
$760K +$10.6K +156 +1%
MA
690
Montag & Associates
Georgia
$758K -$3.94K -58 -0.5%
AAP
691
Arax Advisory Partners
Colorado
$757K +$317K +4,668 +58%
RI
692
Ridgewood Investments
New Jersey
$754K +$533K +7,849 +164%
WAM
693
Werlinich Asset Management
Connecticut
$754K
BFA
694
Bragg Financial Advisors
North Carolina
$753K -$10.9K -161 -1%
MIC
695
Means Investment Company
Maine
$753K -$815 -12 -0.1%
CWM
696
Compass Wealth Management
Connecticut
$749K +$136K +2,000 +19%
VFA
697
Valeo Financial Advisors
Indiana
$748K -$55.2K -812 -6%
BFA
698
Benedict Financial Advisors
Georgia
$745K +$1.36K +20 +0.2%
SG
699
StoneX Group
New York
$744K -$10.1K -148 -1%
MK
700
MASTERINVEST Kapitalanlage
$742K -$965K -14,209 -53%