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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
CNBTD
1201
Citizens National Bank Trust Department
Mississippi
$120K
WSC
1202
Wellington Shields & Co
New York
$119K
CAM
1203
Cacti Asset Management
Georgia
$118K
CYG
1204
Clean Yield Group
Vermont
$117K
BONH
1205
Bank of New Hampshire
New Hampshire
$117K -$5.43K -80 -4%
SIM
1206
Sentry Investment Management
Wisconsin
$116K -$34.2K -503 -21%
ETC
1207
Exchange Traded Concepts
Oklahoma
$114K -$56.5K -831 -30%
DMBA
1208
Deseret Mutual Benefit Administrators
Utah
$114K -$4.76K -70 -4%
OC
1209
Oakworth Capital
Alabama
$114K +$15.4K +227 +14%
MHR
1210
Matthew Hamilton Rosenberg
$113K
DSC
1211
Duncker Streett & Co
Missouri
$112K +$340 +5 +0.3%
HFS
1212
Hantz Financial Services
Michigan
$111K +$15.6K +230 +14%
SC
1213
Sawyer & Company
Massachusetts
$110K
FCAS
1214
First Command Advisory Services
Texas
$109K
EWM
1215
Evermay Wealth Management
Virginia
$107K
GBT
1216
Grove Bank & Trust
Florida
$107K -$3.67K -54 -3%
RA
1217
Rise Advisors
New York
$106K +$883 +13 +0.7%
GIM
1218
Generali Investments Management
Slovenia
$106K +$120K +1,769 New
RGC
1219
Regents Gate Capital
United Kingdom
$105K +$119K +1,754 New
MMG
1220
Monetary Management Group
Missouri
$101K
HNB
1221
Hilltop National Bank
Wyoming
$99.5K
NS
1222
NBC Securities
Alabama
$93.8K
JGIA
1223
Jackson Grant Investment Advisers
Connecticut
$92.9K +$204 +3 +0.2%
AAS
1224
Ameritas Advisory Services
Nebraska
$92K -$1.09M -16,096 -91%
HFS
1225
Hopwood Financial Services
Virginia
$91.9K