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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
GC
726
Guggenheim Capital
Illinois
$667K +$86.1K +1,267 +13%
KWA
727
Kingswood Wealth Advisors
California
$666K +$32K +471 +4%
HFM
728
Hartford Financial Management
Connecticut
$661K -$1.16K -17 -0.2%
GDP
729
Great Diamond Partners
Maine
$657K
WT
730
Washington Trust
Rhode Island
$653K +$299K +4,396 +67%
AC
731
AlphaCore Capital
California
$652K -$88.4K -1,301 -11%
IWM
732
IHT Wealth Management
Illinois
$649K -$13.3K -196 -2%
SWP
733
Sagespring Wealth Partners
Tennessee
$648K +$15.4K +226 +2%
AWM
734
AE Wealth Management
Kansas
$644K -$16.2K -239 -2%
RCA
735
Resonant Capital Advisors
Wisconsin
$643K -$6.25K -92 -0.8%
RP
736
Riverwater Partners
Wisconsin
$640K +$78.3K +1,153 +12%
BMO
737
Beck Mack & Oliver
New York
$638K +$65.6K +965 +10%
BWM
738
BAM Wealth Management
Colorado
$638K +$726K +10,680 New
RA
739
RFG Advisory
Alabama
$636K -$71.4K -1,051 -9%
IAS
740
Investment Advisory Services
Texas
$634K -$57.6K -848 -7%
SPA
741
Sherbrooke Park Advisers
New York
$633K +$721K +10,610 New
MAMG
742
Milestone Asset Management Group
Connecticut
$630K -$13.1K -193 -2%
CRC
743
Curi RMB Capital
Illinois
$627K -$92.6K -1,363 -11%
IAA
744
Independent Advisor Alliance
North Carolina
$626K -$46.1K -679 -6%
TF
745
Tandem Financial
Colorado
$623K -$80.4K -1,184 -10%
SEIA
746
Signature Estate & Investment Advisors
California
$623K -$69.6K -1,025 -9%
FWA
747
FSM Wealth Advisors
Ohio
$623K +$9.78K +144 +1%
ACA
748
Aptus Capital Advisors
Alabama
$619K -$6.5M -95,710 -90%
LNB
749
Ledyard National Bank
$618K -$21.3K -313 -3%
VA
750
VestGen Advisors
Illinois
$615K +$358K +5,266 +104%