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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
LFAS
726
Level Four Advisory Services
Texas
$583K
TIAA Trust, National Association
727
TIAA Trust, National Association
North Carolina
$581K
BSA
728
Bull Street Advisors
Georgia
$580K
SAM
729
Sawgrass Asset Management
Florida
$579K
AC
730
AlphaCore Capital
California
$579K
PWAM
731
Private Wealth Asset Management
Iowa
$578K
RIL
732
Rothschild Investment LLC
Illinois
$577K
OCA
733
OpenArc Corporate Advisory
Georgia
$574K
MG
734
Mather Group
Illinois
$574K
AWP
735
Abacus Wealth Partners
California
$573K
CHC
736
City Holding Co
West Virginia
$570K
SAM
737
Smartleaf Asset Management
Massachusetts
$569K
AC
738
Apella Capital
Connecticut
$569K
AC
739
Avestar Capital
New York
$568K
LSA
740
Leonteq Securities AG
Switzerland
$567K
SWP
741
Sagespring Wealth Partners
Tennessee
$564K
IAA
742
Independent Advisor Alliance
North Carolina
$560K
BWAM
743
Boyd Watterson Asset Management
Ohio
$558K
SC
744
Syon Capital
California
$557K
GWP
745
Gateway Wealth Partners
Wisconsin
$557K
RWM
746
Rialto Wealth Management
New York
$556K
BB
747
Busey Bank
Illinois
$551K
IAS
748
Investment Advisory Services
Texas
$548K
FBT
749
First Bank & Trust
South Dakota
$545K
RMC
750
Resources Management Corp
Connecticut
$542K