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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
PFBT
951
Parkside Financial Bank & Trust
Missouri
$309K
LIM
952
Leavell Investment Management
Alabama
$308K
PFM
953
Patton Fund Management
Texas
$306K
HW
954
HORAN Wealth
Ohio
$306K
AA
955
Ancora Advisors
Ohio
$306K
TPWM
956
Twelve Points Wealth Management
Massachusetts
$305K
WIC
957
Woodmont Investment Counsel
Tennessee
$304K
WBCM
958
Wilson & Boucher Capital Management
California
$303K
BCM
959
Brookstone Capital Management
Illinois
$303K
EFSCE
960
Enterprise Financial Services Corp (EFSC)
Missouri
$303K
BHBT
961
Burke & Herbert Bank & Trust
Virginia
$303K
TYCC
962
Texas Yale Capital Corp
Florida
$302K
SACTSONJ
963
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$302K
FCM
964
Fourpath Capital Management
Oklahoma
$300K
TVAMP
965
Tennessee Valley Asset Management Partners
Tennessee
$300K
TH
966
TCTC Holdings
Texas
$300K
LI
967
LMCG Investments
Massachusetts
$300K
PCM
968
Penserra Capital Management
California
$299K
CT
969
Colonial Trust
South Carolina
$299K
RSWM
970
Robertson Stephens Wealth Management
California
$297K
TWP
971
Tyche Wealth Partners
Texas
$297K
AIM
972
Acropolis Investment Management
Missouri
$297K
GSIAS
973
Garden State Investment Advisory Services
New Jersey
$296K
HAG
974
HighPoint Advisor Group
Illinois
$296K
CS
975
Cannell & Spears
New York
$296K