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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
HWA
1301
Heritage Wealth Advisors
Virginia
$41.8K
ACA
1302
American Capital Advisory
Idaho
$40.8K -$204 -3 -0.4%
OP
1303
ORG Partners
Indiana
$39.5K -$6.32K -93 -12%
TFIPS
1304
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.3K
AAG
1305
Armstrong Advisory Group
Massachusetts
$38.8K -$10.4K -153 -19%
CAM
1306
Chesapeake Asset Management
New York
$38.8K
PWMG
1307
Prestige Wealth Management Group
New Jersey
$38.6K
SWA
1308
SOA Wealth Advisors
New York
$38K
HWP
1309
Highline Wealth Partners
California
$37.8K +$31.8K +468 +284%
TF
1310
Tompkins Financial
New York
$37K
CAC
1311
Core Alternative Capital
Georgia
$36.4K -$17K -250 -29%
CPG
1312
Cornerstone Planning Group
New Jersey
$36.2K -$1.43K -21 -3%
CWP
1313
Concord Wealth Partners
Virginia
$35.8K
BCM
1314
Berbice Capital Management
New York
$35.8K +$34K +500 +500%
GIA
1315
GHP Investment Advisors
Colorado
$35.6K
NRG
1316
Nemes Rush Group
Michigan
$35.5K
CVM
1317
Cheviot Value Management
California
$35.4K
WBC
1318
West Branch Capital
Massachusetts
$35.2K
CAM
1319
Creekmur Asset Management
Illinois
$35.2K +$136 +2 +0.3%
FFA
1320
Frazier Financial Advisors
Ohio
$34.5K
HWA
1321
Heartwood Wealth Advisors
Virginia
$34.4K +$39.2K +577 New
BLC
1322
Brown, Lisle/Cummings
Rhode Island
$33.9K
WA
1323
WPG Advisers
Maryland
$33.6K -$3.06K -45 -7%
AIC
1324
Archer Investment Corporation
Indiana
$31.9K
FWM
1325
FSA Wealth Management
Massachusetts
$31.5K +$11.9K +175 +50%