CARR icon

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
CCA
801
Checchi Capital Advisers
California
$477K
VCA
802
Verdence Capital Advisors
Maryland
$474K
CI
803
Cigna Investments
Connecticut
$472K
MWM
804
Mission Wealth Management
California
$472K
RAM
805
Riggs Asset Management
Pennsylvania
$472K
MWM
806
Meridian Wealth Management
Kentucky
$466K
LBC
807
Lowe Brockenbrough & Co
Virginia
$465K
FP
808
Financial Perspectives
Minnesota
$464K
EAM
809
Erste Asset Management
Austria
$464K
FNFDCM
810
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$462K
SPI
811
Strategic Planning Inc
Ohio
$456K
DWT
812
Dorsey & Whitney Trust
South Dakota
$456K
CC
813
Courier Capital
New York
$456K
AP
814
Atwood & Palmer
Missouri
$454K
BFS
815
Bard Financial Services
Connecticut
$444K
FFA
816
Fortune Financial Advisors
Kansas
$444K
PSB
817
Piscataqua Savings Bank
New Hampshire
$440K
SCM
818
Shelton Capital Management
Colorado
$440K
CPCM
819
Cardinal Point Capital Management
Ontario, Canada
$439K
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K
MBT
821
Montecito Bank & Trust
California
$437K
AIP
822
Ameritas Investment Partners
Nebraska
$435K
FIM
823
Fruth Investment Management
Texas
$434K
P
824
Pitcairn
Pennsylvania
$434K
GVAG
825
Great Valley Advisor Group
Delaware
$433K