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Carrier Global

1,555 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,555
Holders Change
+53
Holders Change %
+3.53%
% of All Funds
20.84%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
801
Shakespeare Wealth Management
Wisconsin
$606K
PCM
802
Pointe Capital Management
Michigan
$602K
USCWA
803
U.S. Capital Wealth Advisors
Texas
$602K -$7.53M -102,938 -93%
ACM
804
Advisors Capital Management
New Jersey
$600K -$8.78K -120 -1%
TTWM
805
TCV Trust & Wealth Management
Virginia
$599K -$94.4K -1,290 -14%
KLCM
806
KG&L Capital Management
Louisiana
$595K +$336K +4,984 +130%
RB
807
Rodgers Brothers
Pennsylvania
$594K +$21.9K +299 +4%
AV
808
Alamea Verwaltungs
New Jersey
$593K +$6.51K +89 +1%
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$592K -$732 -10 -0.1%
CI
810
CX Institutional
Indiana
$591K -$132K -1,801 -18%
FNFDCM
811
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$587K -$91.2K -1,246 -13%
AAP
812
Arax Advisory Partners
Colorado
$586K +$11.9K +163 +2%
PCP
813
Proficio Capital Partners
Massachusetts
$583K +$25.3K +345 +5%
CG
814
CFO4Life Group
Texas
$579K -$6.51K -89 -1%
CI
815
Cigna Investments
Connecticut
$578K -$32.6K -445 -5%
CPC
816
Cookson Peirce & Co
Pennsylvania
$578K +$578K +7,891 New
TA
817
TFG Advisers
Michigan
$575K +$1.24K +17 +0.2%
MWM
818
Mission Wealth Management
California
$573K -$16.5K -226 -3%
IA
819
Integrity Alliance
Iowa
$572K -$420K -5,744 -42%
FP
820
Financial Perspectives
Minnesota
$569K +$111K +1,511 +24%
DWT
821
Dorsey & Whitney Trust
South Dakota
$569K -$142K -1,937 -20%
SC
822
Syon Capital
California
$566K +$2.49K +34 +0.4%
CC
823
Courier Capital
New York
$562K -$18.3K -250 -3%
WB
824
Webster Bank
Connecticut
$561K -$128K -1,743 -19%
AP
825
Atwood & Palmer
Missouri
$557K