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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
CAM
701
Columbia Asset Management
Michigan
$691K
TBA
702
Tower Bridge Advisors
Pennsylvania
$689K
NGA
703
Naples Global Advisors
Florida
$688K
ACM
704
Allred Capital Management
Texas
$687K
CWP
705
Core Wealth Partners
California
$683K
DA
706
Dover Advisors
Virginia
$675K
FFM
707
Forum Financial Management
Illinois
$672K
SC
708
Scotia Capital
Ontario, Canada
$671K
BIM
709
Baldwin Investment Management
Pennsylvania
$671K
MG
710
Mather Group
Illinois
$671K
PTC
711
Private Trust Company
Ohio
$670K
GC
712
Guggenheim Capital
Illinois
$667K
KWA
713
Kingswood Wealth Advisors
California
$666K
HFM
714
Hartford Financial Management
Connecticut
$661K
GDP
715
Great Diamond Partners
Maine
$657K
WT
716
Washington Trust
Rhode Island
$653K
AC
717
AlphaCore Capital
California
$652K
IWM
718
IHT Wealth Management
Illinois
$649K
SWP
719
Sagespring Wealth Partners
Tennessee
$648K
AWM
720
AE Wealth Management
Kansas
$644K
RCA
721
Resonant Capital Advisors
Wisconsin
$643K
RP
722
Riverwater Partners
Wisconsin
$640K
BMO
723
Beck Mack & Oliver
New York
$638K
BWM
724
BAM Wealth Management
Colorado
$638K
RA
725
RFG Advisory
Alabama
$636K