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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
JGIA
1201
Jackson Grant Investment Advisers
Connecticut
$92.9K
AAS
1202
Ameritas Advisory Services
Nebraska
$92K
HFS
1203
Hopwood Financial Services
Virginia
$91.9K
CA
1204
Crewe Advisors
Utah
$91.7K
PP
1205
Pacifica Partners
Canada
$91.1K
ETS
1206
ESL Trust Services
New York
$89.5K
FCT
1207
First Community Trust
Iowa
$87.9K
CA
1208
CoreCap Advisors
Michigan
$86.6K
BAM
1209
Bellevue Asset Management
Washington
$85.5K
OC
1210
Oakmont Corp
California
$84.4K
PAM
1211
Palisade Asset Management
Minnesota
$84.3K
PWA
1212
Provenance Wealth Advisors
Florida
$83.5K
JWA
1213
JFS Wealth Advisors
Pennsylvania
$83.3K
DFA
1214
DHJJ Financial Advisors
Illinois
$83.1K
SSG
1215
Summit Securities Group
New York
$82.3K
C
1216
Covestor
United Kingdom
$82K
HC
1217
Hara Capital
Washington
$80K
FFO
1218
Fortitude Family Office
Arizona
$80K
CSB
1219
City State Bank
Iowa
$77.8K
APW
1220
Acima Private Wealth
Virginia
$77.6K
NFSG
1221
Newbridge Financial Services Group
Florida
$77.2K
CFFP
1222
Center for Financial Planning
Michigan
$77K
VCM
1223
Versant Capital Management
Arizona
$76.9K
CWM
1224
Crowley Wealth Management
Delaware
$74.6K
RFP
1225
Root Financial Partners
California
$72.6K