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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
NECFA
1001
New England Capital Financial Advisors
Connecticut
$284K
CTA
1002
Colonial Trust Advisors
South Carolina
$283K
SYBT
1003
Stock Yards Bank & Trust
Kentucky
$283K
DTC
1004
Davidson Trust Company
Washington
$282K
GIM
1005
Groesbeck Investment Management
New Jersey
$281K
PAM
1006
Paradigm Asset Management
New York
$281K
CHAM
1007
Clear Harbor Asset Management
Connecticut
$280K
FCM
1008
Fire Capital Management
California
$280K
EWM
1009
Endowment Wealth Management
Wisconsin
$280K
NDSI
1010
Newman Dignan & Sheerar Inc
Rhode Island
$279K
NFC
1011
Northstar Financial Companies
Pennsylvania
$278K
CI
1012
Conning Inc
Connecticut
$278K
PWP
1013
Phillips Wealth Planners
Mississippi
$277K
PAMG
1014
Patton Albertson Miller Group
Tennessee
$276K
HWA
1015
HCR Wealth Advisors
California
$275K
MSWA
1016
Marshall & Sterling Wealth Advisors
New York
$275K
JAG
1017
Journey Advisory Group
Kentucky
$273K
AIM
1018
Anchor Investment Management
South Carolina
$273K
CCFCSB
1019
Cape Cod Five Cents Savings Bank
Massachusetts
$272K
OIA
1020
Optimum Investment Advisors
Illinois
$272K
SVCP
1021
Silicon Valley Capital Partners
California
$271K
MYIA
1022
Mount Yale Investment Advisors
Colorado
$270K
RWP
1023
RWA Wealth Partners
Massachusetts
$269K
JIC
1024
Joel Isaacson & Co
New York
$267K
AA
1025
Alta Advisers
United Kingdom
$266K