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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
EPW
776
Evolve Private Wealth
California
$496K
PF
777
Phoenix Financial
Israel
$495K
VNT
778
Vanguard National Trust
Pennsylvania
$487K
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$485K
RBWA
780
RFG - Bristol Wealth Advisors
Massachusetts
$483K
DMC
781
Drexel Morgan & Co
Pennsylvania
$483K
CCA
782
Checchi Capital Advisers
California
$482K
SIG
783
Sky Investment Group
Connecticut
$482K
NIA
784
NIA Impact Advisors
California
$480K
RWA
785
River Wealth Advisors
Pennsylvania
$480K
MA
786
MJP Associates
Connecticut
$479K
LP
787
LMR Partners
United Kingdom
$478K
EWA
788
EverSource Wealth Advisors
Alabama
$477K
PVI
789
Pine Valley Investments
New Jersey
$477K
MWM
790
Mission Wealth Management
California
$477K
NP
791
NorthRock Partners
Minnesota
$475K
NA
792
Nautilus Advisors
California
$475K
HIP
793
HUB Investment Partners
Texas
$473K
IA
794
Integrity Alliance
Iowa
$473K
BAM
795
Boyar Asset Management
New York
$469K
USCWA
796
U.S. Capital Wealth Advisors
Texas
$467K
SWM
797
Shakespeare Wealth Management
Wisconsin
$467K
TCA
798
Transcend Capital Advisors
New Jersey
$465K
PCM
799
Pointe Capital Management
Michigan
$463K
FNBOO
800
First National Bank of Omaha
Nebraska
$462K