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Carrier Global

1,554 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Shares
Change %
TM
1076
TigerOak Management
New Mexico
$305K -$1.1K -15 -0.4%
HWMO
1077
Heritage Wealth Management (Ohio)
Ohio
$303K -$58.6K -800 -16%
MWM
1078
Modern Wealth Management
Kansas
$303K +$303K +4,136 New
BAAM
1079
Baker Avenue Asset Management
California
$301K -$42K -574 -12%
OCPWS
1080
One Charles Private Wealth Services
Massachusetts
$299K +$41.4K +566 +16%
MPWT
1081
MassMutual Private Wealth & Trust
Connecticut
$298K -$52.2K -713 -15%
NL
1082
NWAM LLC
Washington
$297K +$26.1K +379 +10%
LFG
1083
Larson Financial Group
Missouri
$297K +$72.2K +986 +32%
WPW
1084
Waldron Private Wealth
Pennsylvania
$296K -$15.3K -209 -5%
CFG
1085
Carter Financial Group
Illinois
$296K +$296K +4,045 New
JEST
1086
JTC Employer Solutions Trustee
Jersey
$296K +$511 +7 +0.2%
DOA
1087
D'Orazio & Associates
Virginia
$296K +$146 +2 +0%
CFP
1088
Catalyst Financial Partners
Massachusetts
$296K +$15.7K +215 +6%
FFA
1089
First Foundation Advisors
California
$295K +$295K +4,031 New
Koshinski Asset Management
1090
Koshinski Asset Management
Illinois
$295K +$41.4K +566 +16%
EI
1091
Ellevest Inc
New York
$294K +$20.8K +284 +8%
WFAG
1092
Wescott Financial Advisory Group
Pennsylvania
$294K +$1.46K +20 +0.5%
RRA
1093
Round Rock Advisors
Connecticut
$294K -$1.1K -15 -0.4%
MAWA
1094
Moss Adams Wealth Advisors
Washington
$293K -$20.3K -278 -6%
Cohen & Steers
1095
Cohen & Steers
New York
$293K +$73.3K +1,000 +33%
RWA
1096
Redhawk Wealth Advisors
Minnesota
$293K +$878 +12 +0.3%
MCA
1097
MSH Capital Advisors
Arizona
$293K
OWA
1098
One Wealth Advisors
California
$293K +$43.9K +600 +18%
BST
1099
Bath Savings Trust
Maine
$293K +$3.44K +47 +1%
AWP
1100
Abacus Wealth Partners
California
$291K +$12.1K +165 +4%