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Carrier Global

1,457 hedge funds and large institutions have $42.2B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 475 increasing their positions, 561 reducing their positions, and 178 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

38% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 178

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,457
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
GA
1326
Guerra Advisors
Florida
$23.3K
JWM
1327
JPL Wealth Management
Colorado
$23.2K
GFWA
1328
Grey Fox Wealth Advisors
Delaware
$23K
CJ
1329
Caitlin John
Michigan
$22.9K
TIM
1330
Tortoise Investment Management
New York
$22.9K
RDFA
1331
Ritter Daniher Financial Advisory
Ohio
$22.7K
KFPC
1332
KERR FINANCIAL PLANNING Corp
California
$22.5K
AAG
1333
Accordant Advisory Group
Maryland
$21.6K
CMA
1334
Cedar Mountain Advisors
Oregon
$21.2K
LCM
1335
Logan Capital Management
Pennsylvania
$20.9K
GGI
1336
Godsey & Gibb Inc
Virginia
$20.4K
TLA
1337
Tanglewood Legacy Advisors
Texas
$20K
AFWM
1338
Abich Financial Wealth Management
Virginia
$18.9K
O
1339
Ossiam
France
$18K
TLCM
1340
Twin Lakes Capital Management
California
$17.9K
EDRH
1341
Edmond de Rothschild Holding
Switzerland
$17.9K
CBT
1342
CoreFirst Bank & Trust
Kansas
$17.9K
STB
1343
S&T Bank
Pennsylvania
$17.3K
PSFG
1344
Park Square Financial Group
Georgia
$17.3K
SWP
1345
Strategic Wealth Partners
Ohio
$17.3K
CFD
1346
Creative Financial Designs
Indiana
$16.5K
PWMG
1347
Private Wealth Management Group
New Jersey
$16.3K
YP
1348
YANKCOM Partnership
South Dakota
$15.8K
JFGIW
1349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.6K
PWA
1350
Physician Wealth Advisors
Utah
$15.4K