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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
CA
1226
Crewe Advisors
Utah
$91.7K +$104K +1,536 New
PP
1227
Pacifica Partners
Canada
$91.1K
ETS
1228
ESL Trust Services
New York
$89.5K
FCT
1229
First Community Trust
Iowa
$87.9K
CA
1230
CoreCap Advisors
Michigan
$86.6K -$10.9K -160 -10%
BAM
1231
Bellevue Asset Management
Washington
$85.5K
OC
1232
Oakmont Corp
California
$84.4K
PAM
1233
Palisade Asset Management
Minnesota
$84.3K +$95.9K +1,412 New
PWA
1234
Provenance Wealth Advisors
Florida
$83.5K
JWA
1235
JFS Wealth Advisors
Pennsylvania
$83.3K -$15.1K -222 -14%
DFA
1236
DHJJ Financial Advisors
Illinois
$83.1K
SSG
1237
Summit Securities Group
New York
$82.3K +$57.3K +843 +157%
C
1238
Covestor
United Kingdom
$82K -$23.5K -346 -20%
HC
1239
Hara Capital
Washington
$80K
FFO
1240
Fortitude Family Office
Arizona
$80K +$68 +1 +0.1%
CSB
1241
City State Bank
Iowa
$77.8K -$3.4K -50 -4%
APW
1242
Acima Private Wealth
Virginia
$77.6K
NFSG
1243
Newbridge Financial Services Group
Florida
$77.2K -$68 -1 -0.1%
CFFP
1244
Center for Financial Planning
Michigan
$77K
VCM
1245
Versant Capital Management
Arizona
$76.9K
CWM
1246
Crowley Wealth Management
Delaware
$74.6K
RFP
1247
Root Financial Partners
California
$72.6K +$82.6K +1,216 New
KTC
1248
Kentucky Trust Company
Kentucky
$71.6K
RAM
1249
Ramirez Asset Management
New York
$71.6K
AWM
1250
Abound Wealth Management
Tennessee
$70.8K -$2.11K -31 -3%