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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
WC
1126
Whitney & Co
New York
$203K
CA
1127
Commerzbank Aktiengesellschaft
Germany
$202K
MF
1128
Montis Financial
Massachusetts
$202K
AIM
1129
Advyzon Investment Management
Illinois
$201K
COCM
1130
Charter Oak Capital Management
New Hampshire
$201K
HR
1131
Howe & Rusling
New York
$201K
CTA
1132
Colonial Trust Advisors
South Carolina
$201K
MCM
1133
MV Capital Management
Maryland
$200K
PAW
1134
Plan A Wealth
Nebraska
$200K
AFC
1135
Ares Financial Consulting
California
$199K
LFG
1136
Larson Financial Group
Missouri
$198K
CNBT
1137
Cornerstone National Bank & Trust
Illinois
$198K
IBOK
1138
Independence Bank of Kentucky
Kentucky
$196K
HIA
1139
Harbor Investment Advisory
Maryland
$194K
BWM
1140
BKM Wealth Management
Wisconsin
$193K
BWA
1141
Basecamp Wealth Advisors
Washington
$191K
ST
1142
Smithfield Trust
Pennsylvania
$188K
TFM
1143
TFC Financial Management
Massachusetts
$188K
AA
1144
Addison Advisors
Vermont
$186K
Federated Hermes
1145
Federated Hermes
Pennsylvania
$185K
SOW
1146
State of Wyoming
Wyoming
$184K
TC
1147
Trust Company
Kansas
$183K
TFA
1148
Transamerica Financial Advisors
Florida
$182K
SN
1149
Sittner & Nelson
Oregon
$168K
ATC
1150
Adirondack Trust Company
New York
$166K