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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 %
CPCM
876
Cardinal Point Capital Management
Ontario, Canada
$480K +$480K +6,560 New
MWM
877
Meridian Wealth Management
Kentucky
$480K +$20.9K +285 +5%
MCC
878
Malaga Cove Capital
California
$479K -$29.3K -400 -6%
WT
879
Washington Trust
Rhode Island
$479K -$3.88K -53 -0.8%
SCM
880
SCS Capital Management
Massachusetts
$479K +$29.5K +403 +7%
FBT
881
First Bank & Trust
South Dakota
$479K +$103K +1,411 +28%
EWA
882
EverSource Wealth Advisors
Alabama
$478K +$115K +1,568 +32%
WAP
883
Wealthcare Advisory Partners
Pennsylvania
$478K -$6K -82 -1%
Kayne Anderson Rudnick Investment Management
884
Kayne Anderson Rudnick Investment Management
California
$478K +$316K +4,314 +195%
MMPW
885
Mitchell McLeod Pugh & Williams
Alabama
$478K +$13.1K +179 +3%
SC
886
SouthState Corp
Florida
$477K -$3.59K -49 -0.7%
TH
887
TCTC Holdings
Texas
$476K
WBCM
888
Wilson & Boucher Capital Management
California
$472K
BCG
889
Breakwater Capital Group
New Jersey
$471K +$159K +2,176 +51%
Hudson Bay Capital Management
890
Hudson Bay Capital Management
Connecticut
$471K -$1.37M -18,720 -74%
TSWM
891
Triangle Securities Wealth Management
North Carolina
$468K -$110K -1,500 -19%
FFS
892
Founders Financial Securities
Maryland
$467K +$73 +1 +0%
CCA
893
Cobblestone Capital Advisors
New York
$466K +$28.5K +389 +7%
RSWA
894
Robinson Smith Wealth Advisors
Maine
$465K
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$462K -$43.2K -590 -9%
RA
896
Ransom Advisory
Rhode Island
$461K
RIL
897
Rothschild Investment LLC
Illinois
$460K -$3.66K -50 -0.8%
BAM
898
Berkshire Asset Management
Pennsylvania
$460K
BS
899
Banco Santander
Spain
$459K
OAM
900
Oxford Asset Management
United Kingdom
$459K +$459K +6,268 New