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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
BC
1101
Broadwater Capital
Massachusetts
$225K
AWM
1102
Aries Wealth Management
Maine
$224K
LAM
1103
L2 Asset Management
Massachusetts
$224K
BST
1104
Bath Savings Trust
Maine
$224K
MWP
1105
Madison Wealth Partners
Wisconsin
$224K
CAM
1106
CPA Asset Management
Florida
$223K
RZH
1107
Relyea Zuckerberg Hanson
Connecticut
$223K
PWA
1108
Prairie Wealth Advisors
Nebraska
$222K
OPCM
1109
Osborne Partners Capital Management
California
$222K
KCM
1110
Kornitzer Capital Management
Kansas
$221K
LBC
1111
Leigh Baldwin & Co
New York
$220K
BOPW
1112
Brandywine Oak Private Wealth
Pennsylvania
$219K
PFM
1113
Patton Fund Management
Texas
$219K
CPA
1114
Court Place Advisors
Maryland
$219K
CW
1115
Code Waechter
Florida
$218K
MIC
1116
Meridian Investment Counsel
California
$217K
NAMP
1117
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K
CFG
1118
Cooper Financial Group
California
$217K
WAM
1119
Weiss Asset Management
Massachusetts
$216K
BBNB
1120
Baker Boyer National Bank
Washington
$216K
WFI
1121
West Family Investments
California
$215K
PCM
1122
Penserra Capital Management
California
$215K
WC
1123
Whitney & Co
New York
$215K
OCPWS
1124
One Charles Private Wealth Services
Massachusetts
$214K
SN
1125
Sittner & Nelson
Oregon
$214K