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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1301
Sound Income Strategies
Florida
$29.3K
WBC
1302
West Branch Capital
Massachusetts
$28.7K
CAC
1303
Core Alternative Capital
Georgia
$28.6K
CVM
1304
Cheviot Value Management
California
$28.3K
HWP
1305
Highline Wealth Partners
California
$28.2K
GWSA
1306
Global Wealth Strategies & Associates
Colorado
$28.2K
WA
1307
Walsh & Associates
Florida
$28.2K
TAR
1308
Trask Adam Roland
$28.2K
BCPWM
1309
Bradley & Co Private Wealth Management
Florida
$27.9K
GEA
1310
Glen Eagle Advisors
New Jersey
$27.7K
CPG
1311
Cornerstone Planning Group
New Jersey
$27.7K
RTL
1312
Red Tortoise LLC
Georgia
$27.1K
SL
1313
Salomon & Ludwin
Virginia
$26.9K
IRAG
1314
Investment Research & Advisory Group
Georgia
$26.7K
DIP
1315
DT Investment Partners
Pennsylvania
$26K
BW
1316
Bravera Wealth
North Dakota
$25.9K
CT
1317
Coastline Trust
Rhode Island
$25.9K
KFP
1318
Kerr Financial Planning
California
$24.9K
NRG
1319
Nemes Rush Group
Michigan
$24.3K
DPW
1320
DiNuzzo Private Wealth
Pennsylvania
$24.1K
GKIM
1321
GW&K Investment Management
Massachusetts
$24K
SR
1322
Swiss Re
Switzerland
$23.4K
1IA
1323
1620 Investment Advisors
Massachusetts
$22.9K
LWM
1324
Lodestone Wealth Management
Washington
$22.7K
MFT
1325
Moisand Fitzgerald Tamayo
Florida
$22.7K