We are live on ! Find out more
CARR icon

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
PAG
1251
Paladin Advisory Group
Iowa
$70.7K
TC
1252
Truvestments Capital
Florida
$67.2K +$17.3K +254 +29%
AWM
1253
Activest Wealth Management
Florida
$66.3K +$2.92K +43 +4%
CFG
1254
CKW Financial Group
Hawaii
$66K
GSWM
1255
Golden State Wealth Management
California
$65K
FMB
1256
Field & Main Bank
Kentucky
$64.8K
OSNBOA
1257
Old Second National Bank of Aurora
Illinois
$64.2K
SS
1258
SBI Securities
Japan
$64.2K +$1.77K +26 +2%
CCMW
1259
Cypress Capital Management (Wyoming)
Wyoming
$63.3K -$10.2K -150 -12%
B
1260
Birchbrook
Maine
$61.2K
QWM
1261
Quaker Wealth Management
New Jersey
$60.2K
FCM
1262
Firsthand Capital Management
California
$59.7K
VNA
1263
Valley National Advisers
Pennsylvania
$59K
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
$59K +$60.1K +884 +804%
MIM
1265
MTM Investment Management
South Carolina
$58.1K
M
1266
MOTCO
Texas
$56.6K
RFS
1267
Richardson Financial Services
Massachusetts
$55.9K +$18.1K +266 +40%
JFA
1268
JNBA Financial Advisors
Minnesota
$55.1K
MTIC
1269
Missouri Trust & Investment Company
Missouri
$55.1K
RF
1270
Rossby Financial
Florida
$54.8K +$1.7K +25 +3%
GWSG
1271
GPS Wealth Strategies Group
Colorado
$54.5K
CB
1272
CNB Bank
Pennsylvania
$53.9K
MWM
1273
Mascoma Wealth Management
New Hampshire
$53.8K +$6.79K +100 +12%
CTWM
1274
Cherry Tree Wealth Management
Minnesota
$53.5K
LFASL
1275
Lugano Financial Advisors SA (LFA)
Switzerland
$52.9K