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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
PWMAG
876
Pinnacle Wealth Management Advisory Group
New Jersey
$364K
FHA
877
Flagship Harbor Advisors
Massachusetts
$364K
BW
878
Basepoint Wealth
Iowa
$363K
APP
879
Avantax Planning Partners
Iowa
$358K
RSWA
880
Robinson Smith Wealth Advisors
Maine
$358K
TSWM
881
Triangle Securities Wealth Management
North Carolina
$355K
BAM
882
Berkshire Asset Management
Pennsylvania
$355K
MT
883
Midwest Trust
Kansas
$354K
FCCM
884
First City Capital Management
Georgia
$354K
FM
885
Foster & Motley
Ohio
$353K
RDWM
886
Red Door Wealth Management
Tennessee
$353K
MIM
887
Marco Investment Management
Georgia
$352K
NAM
888
NTV Asset Management
West Virginia
$352K
FMI
889
Frec Markets Inc
California
$351K
HTC
890
Haverford Trust Company
Pennsylvania
$351K
CAS
891
CTC Alternative Strategies
Illinois
$349K
CWM
892
Calamos Wealth Management
Illinois
$347K
SS
893
Sunbelt Securities
Texas
$347K
SCA
894
Stonebridge Capital Advisors
Minnesota
$347K
MPIA
895
Mountain Pacific Investment Advisers
Idaho
$345K
SCM
896
SCS Capital Management
Massachusetts
$344K
LCM
897
LCM Capital Management
Illinois
$343K
RAM
898
Riggs Asset Management
Pennsylvania
$343K
FRA
899
Frank Rimerman Advisors
California
$341K
SAM
900
S.A. Mason
Michigan
$340K