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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
GAG
1001
GM Advisory Group
New York
$275K
KF
1002
Krilogy Financial
Missouri
$275K
KCM
1003
KRS Capital Management
Michigan
$274K
KAM
1004
Knightsbridge Asset Management
California
$272K
PWM
1005
Pines Wealth Management
North Carolina
$272K
MP
1006
McDonald Partners
Ohio
$271K
MPPW
1007
Mitchell & Pahl Private Wealth
Oklahoma
$270K
DOA
1008
D'Orazio & Associates
Virginia
$270K
Financial Engines Advisors
1009
Financial Engines Advisors
California
$268K
DCM
1010
Donaldson Capital Management
Indiana
$267K
VA
1011
Valmark Advisers
Ohio
$266K
GIM
1012
Groesbeck Investment Management
New Jersey
$266K
HFP
1013
Holistic Financial Partners
Indiana
$265K
EWM
1014
Endowment Wealth Management
Wisconsin
$265K
HWA
1015
HCR Wealth Advisors
California
$264K
FCM
1016
Fire Capital Management
California
$264K
WPW
1017
Waldron Private Wealth
Pennsylvania
$263K
WEG
1018
World Equity Group
Illinois
$263K
RA
1019
RFG Advisory
Alabama
$263K
PWP
1020
Ponta Wealth Partners
Florida
$262K
MAG
1021
Meadowbrook Advisors Group
New Jersey
$260K
CFAM
1022
Center For Asset Management
Florida
$259K
NECFA
1023
New England Capital Financial Advisors
Connecticut
$259K
BTW
1024
Boston Trust Walden
Massachusetts
$258K
SWA
1025
Stratos Wealth Advisors
Ohio
$258K