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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
PA
776
Profund Advisors
Maryland
$526K
JAFL
777
Jay A. Fishman Ltd
Michigan
$525K
BIG
778
Brooklyn Investment Group
New York
$522K
BWAM
779
Boyd Watterson Asset Management
Ohio
$520K
IA
780
Integrity Alliance
Iowa
$514K
SC
781
Syon Capital
California
$514K
SACTSONJ
782
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$513K
DMC
783
Drexel Morgan & Co
Pennsylvania
$512K
RBWA
784
RFG - Bristol Wealth Advisors
Massachusetts
$511K
RWA
785
River Wealth Advisors
Pennsylvania
$510K
WIA
786
World Investment Advisors
California
$508K
AG
787
Ascent Group
Virginia
$504K
BF
788
BOK Financial
Oklahoma
$504K
CCB
789
Country Club Bank
Missouri
$501K
KLCM
790
KG&L Capital Management
Louisiana
$497K
ACM
791
Advisors Capital Management
New Jersey
$496K
SWM
792
Shakespeare Wealth Management
Wisconsin
$495K
USCWA
793
U.S. Capital Wealth Advisors
Texas
$494K
PCM
794
Pointe Capital Management
Michigan
$491K
BFM
795
Boothbay Fund Management
New York
$486K
TTWM
796
TCV Trust & Wealth Management
Virginia
$485K
SAM
797
Smartleaf Asset Management
Massachusetts
$485K
RB
798
Rodgers Brothers
Pennsylvania
$484K
LFAS
799
Level Four Advisory Services
Texas
$482K
CG
800
CFO4Life Group
Texas
$478K