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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
TAM
1101
Todd Asset Management
Kentucky
$213K
BWP
1102
BSW Wealth Partners
Colorado
$213K
4WM
1103
44 Wealth Management
Oregon
$212K
AWM
1104
Aries Wealth Management
Maine
$212K
RCM
1105
Radnor Capital Management
Pennsylvania
$210K
SIA
1106
Strategic Investment Advisors
Michigan
$210K
PWA
1107
Prairie Wealth Advisors
Nebraska
$210K
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$209K
FFA
1109
First Foundation Advisors
California
$208K
MBC
1110
Michael Brady & Co
Ohio
$208K
TC
1111
Tannin Capital
North Carolina
$207K
PP
1112
PDS Planning
Ohio
$207K
OWA
1113
Opal Wealth Advisors
New York
$207K
BST
1114
Bath Savings Trust
Maine
$207K
BDL
1115
Banque de Luxembourg
Luxembourg
$207K
CI
1116
Conning Inc
Connecticut
$207K
ADL
1117
Asset Dedication LLC
California
$206K
HWMO
1118
Heritage Wealth Management (Ohio)
Ohio
$205K
Los Angeles Capital Management
1119
Los Angeles Capital Management
California
$205K
FAFN
1120
First Affirmative Financial Network
Colorado
$204K
PL
1121
Plancorp LLC
Missouri
$204K
AIM
1122
Anchor Investment Management
South Carolina
$204K
KWM
1123
Keebeck Wealth Management
Illinois
$203K
GWM
1124
Greenwich Wealth Management
Connecticut
$203K
CICI
1125
Capital Investment Counsel Inc
North Carolina
$203K