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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
GIA
1301
GHP Investment Advisors
Colorado
$35.6K
NRG
1302
Nemes Rush Group
Michigan
$35.5K
CVM
1303
Cheviot Value Management
California
$35.4K
WBC
1304
West Branch Capital
Massachusetts
$35.2K
CAM
1305
Creekmur Asset Management
Illinois
$35.2K
FFA
1306
Frazier Financial Advisors
Ohio
$34.5K
HWA
1307
Heartwood Wealth Advisors
Virginia
$34.4K
BLC
1308
Brown, Lisle/Cummings
Rhode Island
$33.9K
WA
1309
WPG Advisers
Maryland
$33.6K
AIC
1310
Archer Investment Corporation
Indiana
$31.9K
FWM
1311
FSA Wealth Management
Massachusetts
$31.5K
CFS
1312
CGC Financial Services
Oregon
$31.5K
CWM
1313
Consultiva Wealth Management
Puerto Rico
$31.2K
IRAG
1314
Investment Research & Advisory Group
Georgia
$30.9K
CTB
1315
Country Trust Bank
Illinois
$30.6K
CTC
1316
Cetera Trust Company
Minnesota
$29.9K
BCPWM
1317
Bradley & Co Private Wealth Management
Florida
$29.6K
SIC
1318
SJS Investment Consulting
Ohio
$29.3K
SL
1319
Salomon & Ludwin
Virginia
$28.8K
RTL
1320
Red Tortoise LLC
Georgia
$28.7K
SIS
1321
Sound Income Strategies
Florida
$28.6K
DPW
1322
DiNuzzo Private Wealth
Pennsylvania
$28.2K
GKIM
1323
GW&K Investment Management
Massachusetts
$28K
DIP
1324
DT Investment Partners
Pennsylvania
$27.5K
CT
1325
Coastline Trust
Rhode Island
$27.5K