CARR icon

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
OWA
1126
One Wealth Advisors
California
$213K
MFA
1127
Mayflower Financial Advisors
Massachusetts
$211K
AWP
1128
Abacus Wealth Partners
California
$211K
SA
1129
Strategic Advisors
New York
$210K
QC
1130
Quent Capital
New York
$207K
FAFN
1131
First Affirmative Financial Network
Colorado
$206K
SWMP
1132
Signature Wealth Management Partners
New Jersey
$206K
BWM
1133
BKM Wealth Management
Wisconsin
$205K
HIG
1134
Heritage Investment Group
Florida
$205K
CFP
1135
Cascade Financial Partners
California
$205K
BTI
1136
Blue Trust Inc
Georgia
$204K
SFCL
1137
Strengthening Families & Communities LLC
Massachusetts
$203K
IP
1138
Ignite Planners
California
$203K
EAM
1139
Evanson Asset Management
California
$203K
AA
1140
Addison Advisors
Vermont
$201K
CCT
1141
Capital City Trust
Florida
$200K
ST
1142
Smithfield Trust
Pennsylvania
$199K
ATC
1143
Adirondack Trust Company
New York
$195K
SCM
1144
Sterling Capital Management
North Carolina
$191K
HB
1145
Horizon Bancorp
Indiana
$185K
CAM
1146
Costello Asset Management
Pennsylvania
$185K
FMTCOCP
1147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$183K
FC
1148
Financial Consulate
Maryland
$181K
MCM
1149
Manchester Capital Management
Vermont
$181K
AEPWM
1150
Atlantic Edge Private Wealth Management
Florida
$175K