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Carrier Global

1,469 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, 476 increasing their positions, 571 reducing their positions, and 180 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

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
1,469
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
HC
1226
Hara Capital
Washington
$80K
FFO
1227
Fortitude Family Office
Arizona
$80K
CSB
1228
City State Bank
Iowa
$77.8K
APW
1229
Acima Private Wealth
Virginia
$77.6K
NFSG
1230
Newbridge Financial Services Group
Florida
$77.2K
CFFP
1231
Center for Financial Planning
Michigan
$77K
VCM
1232
Versant Capital Management
Arizona
$76.9K
CWM
1233
Crowley Wealth Management
Delaware
$74.6K
RFP
1234
Root Financial Partners
California
$72.6K
RAM
1235
Ramirez Asset Management
New York
$71.6K
KTC
1236
Kentucky Trust Company
Kentucky
$71.6K
AWM
1237
Abound Wealth Management
Tennessee
$70.8K
PAG
1238
Paladin Advisory Group
Iowa
$70.7K
TC
1239
Truvestments Capital
Florida
$67.2K
AWM
1240
Activest Wealth Management
Florida
$66.3K
CFG
1241
CKW Financial Group
Hawaii
$66K
GSWM
1242
Golden State Wealth Management
California
$65K
FMB
1243
Field & Main Bank
Kentucky
$64.8K
OSNBOA
1244
Old Second National Bank of Aurora
Illinois
$64.2K
SS
1245
SBI Securities
Japan
$64.2K
CCMW
1246
Cypress Capital Management (Wyoming)
Wyoming
$63.3K
B
1247
Birchbrook
Maine
$61.2K
QWM
1248
Quaker Wealth Management
New Jersey
$60.2K
FCM
1249
Firsthand Capital Management
California
$59.7K
VNA
1250
Valley National Advisers
Pennsylvania
$59K