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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
EM
676
ELCO Management
New York
$705K
DZ Bank
677
DZ Bank
Germany
$701K
SAI
678
Savvy Advisors Inc
New York
$700K
AAM
679
Advisors Asset Management
Colorado
$691K
ACA
680
Aptus Capital Advisors
Alabama
$691K
RP
681
Riverwater Partners
Wisconsin
$689K
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$683K
WT
683
Washington Trust
Rhode Island
$678K
CWM
684
Compass Wealth Management
Connecticut
$678K
SWK
685
Stephen W. Kidder
$677K
LWMNY
686
Landmark Wealth Management (New York)
New York
$676K
MM
687
Meridian Management
Arkansas
$676K
RCAG
688
Rehmann Capital Advisory Group
Michigan
$674K
NGA
689
Naples Global Advisors
Florida
$673K
ISL
690
Ingalls & Snyder LLC
New York
$669K
PTC
691
Private Trust Company
Ohio
$668K
AL
692
ARWA LLC
Texas
$667K
CC
693
Chicago Capital
Illinois
$666K
BFA
694
Bragg Financial Advisors
North Carolina
$665K
Balyasny Asset Management
695
Balyasny Asset Management
Illinois
$660K
MGIA
696
Moneta Group Investment Advisors
Missouri
$657K
GC
697
Grimes & Company
Massachusetts
$657K
KWA
698
Kingswood Wealth Advisors
California
$654K
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$650K
TVWM
700
Tower View Wealth Management
Wisconsin
$649K