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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
FNT
1026
First National Trust
Pennsylvania
$258K
BS
1027
Banco Santander
Spain
$257K
SVCP
1028
Silicon Valley Capital Partners
California
$256K
JAG
1029
Journey Advisory Group
Kentucky
$255K
PEWA
1030
Pacific Excel Wealth Advisors
California
$255K
SYBT
1031
Stock Yards Bank & Trust
Kentucky
$255K
NFC
1032
Northstar Financial Companies
Pennsylvania
$254K
CAM
1033
Cidel Asset Management
Ontario, Canada
$254K
7WCP
1034
71 West Capital Partners
Massachusetts
$254K
RWA
1035
Redhawk Wealth Advisors
Minnesota
$253K
AHL
1036
Abel Hall LLC
Louisiana
$252K
FDS
1037
Freedom Day Solutions
Texas
$252K
PPWP
1038
Premier Path Wealth Partners
New Jersey
$251K
TAFW
1039
Tred Avon Family Wealth
Maryland
$250K
MAM
1040
Mystic Asset Management
Rhode Island
$248K
CIC
1041
Crawford Investment Counsel
Georgia
$248K
PAM
1042
Paradigm Asset Management
New York
$248K
MWM
1043
Mindset Wealth Management
Indiana
$247K
WG
1044
Warner Group
Connecticut
$246K
NB
1045
Northwest Bancshares
Pennsylvania
$244K
RWP
1046
RWA Wealth Partners
Massachusetts
$244K
ESB
1047
Essex Savings Bank
Connecticut
$243K
TA
1048
Townsend & Associates
Colorado
$243K
SL
1049
Sentry LLC
Tennessee
$243K
CCA
1050
Childress Capital Advisors
Texas
$242K