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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
TYCC
1026
Texas Yale Capital Corp
Florida
$266K
OAM
1027
Ostrum Asset Management
France
$266K
CT
1028
Chicago Trust
Illinois
$264K
AWE
1029
Avidian Wealth Enterprises
Texas
$263K
FDS
1030
Freedom Day Solutions
Texas
$263K
ADL
1031
Asset Dedication LLC
California
$263K
LAM
1032
Lingohr Asset Management
Germany
$262K
CA
1033
Cambridge Advisors
Nebraska
$261K
TNB
1034
Thomasville National Bank
Georgia
$260K
AWM
1035
Angeles Wealth Management
California
$260K
SSWM
1036
Sheets Smith Wealth Management
North Carolina
$259K
NB
1037
Northwest Bancshares
Pennsylvania
$259K
CCWM
1038
Cassaday & Co Wealth Management
Virginia
$259K
TAFW
1039
Tred Avon Family Wealth
Maryland
$259K
GD
1040
Grandfield & Dodd
New York
$258K
NFA
1041
Northwest Financial Advisors
Virginia
$258K
FHC
1042
First Horizon Corporation
Tennessee
$257K
BW
1043
BIP Wealth
Georgia
$257K
SL
1044
Sentry LLC
Tennessee
$257K
FTUS
1045
Flow Traders U.S.
New York
$257K
LB
1046
Legacy Bridge
Iowa
$257K
AG
1047
AlTi Global
New York
$256K
CA
1048
Capital Advantage
California
$256K
TPI
1049
Trust Point Inc
Wisconsin
$255K
PP
1050
PDS Planning
Ohio
$255K