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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
ZBNA
801
Zions Bancorporation, National Association
Utah
$462K
GVAG
802
Great Valley Advisor Group
Delaware
$461K
CG
803
CFO4Life Group
Texas
$453K
LBC
804
Lowe Brockenbrough & Co
Virginia
$450K
NERM
805
New England Research & Management
Illinois
$446K
FWA
806
FSM Wealth Advisors
Ohio
$446K
PMA
807
Prudent Man Advisors
Illinois
$445K
VFA
808
Valeo Financial Advisors
Indiana
$444K
FP
809
Financial Perspectives
Minnesota
$441K
WB
810
Webster Bank
Connecticut
$438K
MOS
811
MGO One Seven
Ohio
$438K
GC
812
Guggenheim Capital
Illinois
$437K
FPAS
813
Focus Partners Advisor Solutions
Missouri
$435K
KIA
814
KCM Investment Advisors
California
$434K
TTWM
815
TCV Trust & Wealth Management
Virginia
$433K
FWTB
816
First Western Trust Bank
Colorado
$433K
CC
817
Courier Capital
New York
$433K
AP
818
Atwood & Palmer
Missouri
$428K
SPI
819
Strategic Planning Inc
Ohio
$427K
SCM
820
Shelton Capital Management
Colorado
$427K
RT
821
Rockland Trust
Massachusetts
$424K
OFA
822
Orographic Financial Advisors
Colorado
$421K
Luther King Capital Management (LKCM)
823
Luther King Capital Management (LKCM)
Texas
$420K
CI
824
Cigna Investments
Connecticut
$420K
FPL
825
Fortress Private Ledger
North Carolina
$419K