CARR icon

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
MSWM
1276
Mowery & Schoenfeld Wealth Management
Illinois
$47.1K
FWA
1277
Flagship Wealth Advisors
Massachusetts
$46.9K
FC
1278
Fairscale Capital
New Hampshire
$46.8K
PMFA
1279
Plante Moran Financial Advisors
Michigan
$46.4K
WBC
1280
Westpac Banking Corp
Australia
$46.4K
UCB
1281
United Community Bank
South Carolina
$45K
FUBT
1282
First United Bank & Trust
Maryland
$44.8K
OCM
1283
Orion Capital Management
California
$44.8K
PB
1284
Pinnacle Bancorp
Nebraska
$44.4K
PFA
1285
Pathway Financial Advisers
Indiana
$44.2K
TCM
1286
TD Capital Management
Tennessee
$42K
HWA
1287
Heritage Wealth Advisors
Virginia
$41.8K
ACA
1288
American Capital Advisory
Idaho
$40.8K
OP
1289
ORG Partners
Indiana
$39.5K
TFIPS
1290
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.3K
AAG
1291
Armstrong Advisory Group
Massachusetts
$38.8K
CAM
1292
Chesapeake Asset Management
New York
$38.8K
PWMG
1293
Prestige Wealth Management Group
New Jersey
$38.6K
SWA
1294
SOA Wealth Advisors
New York
$38K
HWP
1295
Highline Wealth Partners
California
$37.8K
TF
1296
Tompkins Financial
New York
$37K
CAC
1297
Core Alternative Capital
Georgia
$36.4K
CPG
1298
Cornerstone Planning Group
New Jersey
$36.2K
CWP
1299
Concord Wealth Partners
Virginia
$35.8K
BCM
1300
Berbice Capital Management
New York
$35.8K