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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1251
Kelleher Financial Advisors
New York
$51.6K
SS
1252
SBI Securities
Japan
$51.5K
LFASL
1253
Lugano Financial Advisors SA (LFA)
Switzerland
$49.9K
M
1254
MOTCO
Texas
$49.7K
QWM
1255
Quaker Wealth Management
New Jersey
$49.4K
WSFG
1256
Wall Street Financial Group
Illinois
$48.7K
CCMW
1257
Cypress Capital Management (Wyoming)
Wyoming
$48.4K
CM
1258
Capula Management
Cayman Islands
$48.3K
CB
1259
CNB Bank
Pennsylvania
$48K
MMCM
1260
Murphy & Mullick Capital Management
New York
$47.8K
ITIM
1261
Indiana Trust & Investment Management
Indiana
$47.7K
WIM
1262
Westside Investment Management
California
$46.8K
GSEP
1263
Golden State Equity Partners
California
$45.7K
MWM
1264
Mascoma Wealth Management
New Hampshire
$45.6K
CB
1265
Centennial Bank
Arkansas
$45K
MSWM
1266
Mowery & Schoenfeld Wealth Management
Illinois
$44.4K
WBC
1267
Westpac Banking Corp
Australia
$43.8K
HWA
1268
Heritage Wealth Advisors
Virginia
$43.6K
CSPIA
1269
Cary Street Partners Investment Advisory
Virginia
$42.9K
FUBT
1270
First United Bank & Trust
Maryland
$42.2K
OCM
1271
Orion Capital Management
California
$42.2K
PGAM
1272
Princeton Global Asset Management
New Jersey
$41.7K
B
1273
Birchbrook
Maine
$40.8K
C
1274
Covestor
United Kingdom
$40K
ACA
1275
American Capital Advisory
Idaho
$39.9K