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Carrier Global

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2%83.28% (-0.92%)

6% less funds holding

Funds holding: 1,5841,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
AllSquare Wealth Management
New York
$160K
FLP
1177
Financial Life Planners
Arizona
$160K +$182K +2,675 New
WPA
1178
Wealth Preservation Advisors
Tennessee
$159K +$2.38K +35 +1%
CH
1179
Cromwell Holdings
Wyoming
$154K
AGWCA
1180
Annis Gardner Whiting Capital Advisors
Florida
$153K +$55.3K +814 +46%
KFI
1181
Key Financial Inc
Pennsylvania
$153K +$18.3K +270 +12%
CFO
1182
CVA Family Office
Colorado
$143K +$4.62K +68 +3%
HIA
1183
Harbor Investment Advisory
Maryland
$143K -$12.1K -178 -7%
QL
1184
Quarry LP
New York
$142K +$156K +2,299 +2,838%
FDCP
1185
Foster Dykema Cabot & Partners
Massachusetts
$138K
BSB
1186
Bangor Savings Bank
Maine
$137K +$5.09K +75 +3%
HDIM
1187
Hanson & Doremus Investment Management
Vermont
$137K
OL
1188
OneFund LLC
Florida
$136K +$5.23K +77 +3%
HWA
1189
HHM Wealth Advisors
Tennessee
$134K
CIAM
1190
Caitong International Asset Management
Hong Kong
$133K +$152K +2,232 New
PAM
1191
Parvin Asset Management
South Dakota
$133K
ACM
1192
Adalta Capital Management
New York
$130K
CB
1193
Community Bank
New York
$130K +$8.56K +126 +6%
MCM
1194
MV Capital Management
Maryland
$129K -$408 -6 -0.3%
UIA
1195
Ulland Investment Advisors
Minnesota
$129K +$5.78K +85 +4%
RCM
1196
Richardson Capital Management
Wisconsin
$128K +$476 +7 +0.3%
CAL
1197
Capital Advisors Ltd
Ohio
$127K -$8.42K -124 -5%
GCM
1198
Gables Capital Management
Florida
$122K
GWP
1199
Gen-Wealth Partners
Michigan
$122K
CAL
1200
Capital Analysts LLC
Pennsylvania
$120K