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Carrier Global

1,554 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.84%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1301
Pacifica Partners
Canada
$113K
HFS
1302
Hopwood Financial Services
Virginia
$113K
CF
1303
Centaurus Financial
California
$111K +$111K +1,520 New
SC
1304
Sawyer & Company
Massachusetts
$110K
ETS
1305
ESL Trust Services
New York
$110K
FCT
1306
First Community Trust
Iowa
$108K
BAM
1307
Bellevue Asset Management
Washington
$105K
OC
1308
Oakmont Corp
California
$103K
PWA
1309
Provenance Wealth Advisors
Florida
$102K -$4.03K -55 -4%
DFA
1310
DHJJ Financial Advisors
Illinois
$102K +$97.6K +1,333 +2,259%
CSB
1311
City State Bank
Iowa
$99K
HC
1312
Hara Capital
Washington
$98.1K
FFO
1313
Fortitude Family Office
Arizona
$98K -$3.44K -47 -3%
CIA
1314
Cape Investment Advisory
Georgia
$96.8K +$17.3K +237 +22%
APW
1315
Acima Private Wealth
Virginia
$95.1K
NFSG
1316
Newbridge Financial Services Group
Florida
$94.8K +$5.64K +77 +6%
CFFP
1317
Center for Financial Planning
Michigan
$94.4K -$4.39K -60 -4%
VCM
1318
Versant Capital Management
Arizona
$94.3K +$7.83K +107 +9%
BCMLT
1319
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.4K +$7.83K +107 +9%
CWM
1320
Crowley Wealth Management
Delaware
$91.5K
AWM
1321
Abound Wealth Management
Tennessee
$89K +$293 +4 +0.3%
CCMW
1322
Cypress Capital Management (Wyoming)
Wyoming
$88.6K
RAM
1323
Ramirez Asset Management
New York
$87.8K -$7.32K -100 -8%
KTC
1324
Kentucky Trust Company
Kentucky
$87.8K
PAG
1325
Paladin Advisory Group
Iowa
$86.7K