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Carrier Global

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2%83.28% (-0.92%)

6% less funds holding

Funds holding: 1,5841,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
976
Banco Santander
Spain
$310K -$73.4K -1,080 -17%
GWM
977
Geneos Wealth Management
Colorado
$309K -$68.3K -1,006 -16%
AM
978
AGF Management
Ontario, Canada
$309K -$11.7K -172 -3%
CT
979
Clearstead Trust
Maine
$309K -$56.1K -826 -14%
KOMWMG
980
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$308K
ZBNA
981
Zions Bancorporation, National Association
Utah
$308K -$446K -6,569 -56%
CT
982
Colonial Trust
South Carolina
$308K +$15.6K +229 +5%
PCA
983
Peddock Capital Advisors
Massachusetts
$308K
CWG
984
Cornerstone Wealth Group
North Carolina
$308K -$1.36K -20 -0.4%
HCM
985
Howard Capital Management
Georgia
$307K +$10.6K +156 +3%
PAS
986
PKS Advisory Services
New York
$305K +$611 +9 +0.2%
CAM
987
Covenant Asset Management
New Jersey
$304K -$27.2K -400 -7%
BWP
988
BSW Wealth Partners
Colorado
$304K -$154K -2,261 -31%
CWM
989
Cornerstone Wealth Management
Missouri
$303K -$53K -780 -13%
TBC
990
Ted Buchan & Co
California
$303K
PA
991
Procyon Advisors
Connecticut
$303K +$39.3K +579 +13%
FCMC
992
Founders Capital Management (Connecticut)
Connecticut
$301K
SFP
993
Sterling Financial Planning
New Jersey
$300K
CH
994
Canton Hathaway
Rhode Island
$299K
FHA
995
Flagship Harbor Advisors
Massachusetts
$299K +$543 +8 +0.2%
GAM
996
Groupama Asset Management
France
$297K -$675K -9,935 -67%
RG
997
Rathbones Group
United Kingdom
$297K -$18.8K -276 -5%
LGF
998
LGT Group Foundation
Liechtenstein
$297K
AF
999
Arrow Financial
New York
$297K -$14.3K -211 -4%
MPPW
1000
Mitchell & Pahl Private Wealth
Oklahoma
$297K -$4.28K -63 -1%

CARR Hedge Fund Activity: Q3 2025 in Review

1,487 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2025, worth a combined $42.3B — down 20% from $53B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of CARR and 108 opened new positions — a net loss of 72 holders — while 580 trimmed existing stakes and 483 added.

The largest buyer was Capital International Investors, adding an estimated $247M. The largest seller was DZ Bank, cutting an estimated $241M.

  • 1,487 institutional investors held Carrier Global (CARR) as of Q3 2025, down from 1,584 in Q2 2025.
  • Funds reported $42.3B of Carrier Global stock for Q3 2025, down 20% quarter-over-quarter.
  • 108 funds opened new Carrier Global positions in Q3 2025 and 180 closed out, a net change of -72 holders.
  • The largest Carrier Global buyer in Q3 2025 was Capital International Investors, an estimated $247M added.
  • The largest Carrier Global seller in Q3 2025 was DZ Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2025.