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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
NC
1276
North Capital
Utah
$52.4K -$204 -3 -0.3%
AI
1277
AdvisorShares Investments
Maryland
$52.2K +$35.9K +528 +152%
MPW
1278
MASECO Private Wealth
$50.7K +$204 +3 +0.4%
MMCM
1279
Murphy & Mullick Capital Management
New York
$50.7K
ITIM
1280
Indiana Trust & Investment Management
Indiana
$50.6K
LC
1281
Lavaca Capital
Texas
$50.1K
CSPIA
1282
Cary Street Partners Investment Advisory
Virginia
$49.2K +$5.23K +77 +10%
WIM
1283
Westside Investment Management
California
$49K +$22.9K +337 +69%
KFA
1284
Kelleher Financial Advisors
New York
$49K +$55.7K +820 New
VC
1285
Vestor Capital
Illinois
$48K -$1.01M -14,905 -95%
HWM
1286
Hemington Wealth Management
Virginia
$48K -$7.47K -110 -12%
1L
1287
10Elms LLP
Oklahoma
$47.8K +$54.3K +800 New
CB
1288
Centennial Bank
Arkansas
$47.7K
MSWM
1289
Mowery & Schoenfeld Wealth Management
Illinois
$47.1K -$6.32K -93 -11%
FWA
1290
Flagship Wealth Advisors
Massachusetts
$46.9K
FC
1291
Fairscale Capital
New Hampshire
$46.8K
PMFA
1292
Plante Moran Financial Advisors
Michigan
$46.4K
WBC
1293
Westpac Banking Corp
Australia
$46.4K
UCB
1294
United Community Bank
South Carolina
$45K +$1.77K +26 +4%
FUBT
1295
First United Bank & Trust
Maryland
$44.8K
OCM
1296
Orion Capital Management
California
$44.8K
PB
1297
Pinnacle Bancorp
Nebraska
$44.4K -$747 -11 -1%
PFA
1298
Pathway Financial Advisers
Indiana
$44.2K +$50.3K +740 New
TCM
1299
TD Capital Management
Tennessee
$42K -$13.5K -198 -22%
NSG
1300
Nalls Sherbakoff Group
Tennessee
$41.8K -$13.6K -200 -22%