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
PMA
951
Prudent Man Advisors
Illinois
$318K
DAS
952
Dynamic Advisor Solutions
Arizona
$318K
TPWM
953
Twelve Points Wealth Management
Massachusetts
$317K
ICP
954
Interchange Capital Partners
Pennsylvania
$317K
PF
955
Phoenix Financial
Israel
$316K
SC
956
Sapient Capital
Indiana
$316K
HIMS
957
Hager Investment Management Services
New Hampshire
$310K
SC
958
SouthState Corp
Florida
$310K
BS
959
Banco Santander
Spain
$310K
GWM
960
Geneos Wealth Management
Colorado
$309K
AM
961
AGF Management
Ontario, Canada
$309K
CT
962
Clearstead Trust
Maine
$309K
KOMWMG
963
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$308K
ZBNA
964
Zions Bancorporation, National Association
Utah
$308K
CT
965
Colonial Trust
South Carolina
$308K
PCA
966
Peddock Capital Advisors
Massachusetts
$308K
CWG
967
Cornerstone Wealth Group
North Carolina
$308K
HCM
968
Howard Capital Management
Georgia
$307K
PAS
969
PKS Advisory Services
New York
$305K
CAM
970
Covenant Asset Management
New Jersey
$304K
BWP
971
BSW Wealth Partners
Colorado
$304K
CWM
972
Cornerstone Wealth Management
Missouri
$303K
TBC
973
Ted Buchan & Co
California
$303K
PA
974
Procyon Advisors
Connecticut
$303K
FCMC
975
Founders Capital Management (Connecticut)
Connecticut
$301K