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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
IAS
726
Investment Advisory Services
Texas
$634K
SPA
727
Sherbrooke Park Advisers
New York
$633K
MAMG
728
Milestone Asset Management Group
Connecticut
$630K
CRC
729
Curi RMB Capital
Illinois
$627K
IAA
730
Independent Advisor Alliance
North Carolina
$626K
TF
731
Tandem Financial
Colorado
$623K
SEIA
732
Signature Estate & Investment Advisors
California
$623K
FWA
733
FSM Wealth Advisors
Ohio
$623K
ACA
734
Aptus Capital Advisors
Alabama
$619K
LNB
735
Ledyard National Bank
$618K
VA
736
VestGen Advisors
Illinois
$615K
PWAM
737
Private Wealth Asset Management
Iowa
$613K
RMC
738
Resources Management Corp
Connecticut
$609K
BTW
739
Boston Trust Walden
Massachusetts
$608K
BSA
740
Bull Street Advisors
Georgia
$608K
RT
741
Rockland Trust
Massachusetts
$608K
GRP
742
Global Retirement Partners
California
$607K
COI
743
Connable Office Inc
Michigan
$601K
FWTB
744
First Western Trust Bank
Colorado
$598K
SB
745
Simmons Bank
Arkansas
$598K
GFA
746
Gifford Fong Associates
California
$597K
BJL
747
Brighton Jones LLC
Washington
$595K
MNBTD
748
Moody National Bank Trust Division
Texas
$593K
JWBC
749
J.W. Burns & Co
New York
$591K
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$590K