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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
CA
1051
Capital Advantage
California
$241K
GS
1052
GTS Securities
New York
$240K
LAM
1053
L2 Asset Management
Massachusetts
$240K
NIM
1054
Northeast Investment Management
Massachusetts
$240K
JTWM
1055
Jackson Thornton Wealth Management
Alabama
$240K
MYAM
1056
Meiji Yasuda Asset Management
Japan
$239K
FFN
1057
Focus Financial Network
Minnesota
$239K
LB
1058
Legacy Bridge
Iowa
$239K
EI
1059
Ellevest Inc
New York
$239K
CCWM
1060
Cassaday & Co Wealth Management
Virginia
$238K
GD
1061
Grandfield & Dodd
New York
$238K
CWG
1062
Cornerstone Wealth Group
North Carolina
$238K
PBC
1063
Pavion Blue Capital
California
$238K
IIC
1064
Ironwood Investment Counsel
Arizona
$237K
NFA
1065
Northwest Financial Advisors
Virginia
$236K
NF
1066
Napier Financial
Massachusetts
$236K
AWE
1067
Avidian Wealth Enterprises
Texas
$236K
WSCM
1068
Wellington Shields Capital Management
New York
$235K
Koshinski Asset Management
1069
Koshinski Asset Management
Illinois
$235K
TM
1070
TigerOak Management
New Mexico
$235K
MCA
1071
MSH Capital Advisors
Arizona
$234K
CFG
1072
Cooper Financial Group
California
$233K
WFAG
1073
Wescott Financial Advisory Group
Pennsylvania
$233K
VCM
1074
Virtue Capital Management
Tennessee
$233K
EGWAG
1075
Elwood & Goetz Wealth Advisory Group
Georgia
$233K