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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
CFS
1326
CGC Financial Services
Oregon
$31.5K
CWM
1327
Consultiva Wealth Management
Puerto Rico
$31.2K
IRAG
1328
Investment Research & Advisory Group
Georgia
$30.9K
CTB
1329
Country Trust Bank
Illinois
$30.6K +$815 +12 +2%
CTC
1330
Cetera Trust Company
Minnesota
$29.9K
BCPWM
1331
Bradley & Co Private Wealth Management
Florida
$29.6K +$2.45K +36 +8%
SIC
1332
SJS Investment Consulting
Ohio
$29.3K +$9.24K +136 +38%
SL
1333
Salomon & Ludwin
Virginia
$28.8K +$26.9K +396 +460%
RTL
1334
Red Tortoise LLC
Georgia
$28.7K
SIS
1335
Sound Income Strategies
Florida
$28.6K -$1.56K -23 -4%
DPW
1336
DiNuzzo Private Wealth
Pennsylvania
$28.2K
GKIM
1337
GW&K Investment Management
Massachusetts
$28K +$3.26K +48 +11%
DIP
1338
DT Investment Partners
Pennsylvania
$27.5K
CT
1339
Coastline Trust
Rhode Island
$27.5K
1IA
1340
1620 Investment Advisors
Massachusetts
$27.3K
AWM
1341
Accredited Wealth Management
Kentucky
$26.4K -$21.9K -323 -73%
GEA
1342
Glen Eagle Advisors
New Jersey
$26.3K +$1.56K +23 +6%
CG
1343
Curat Global
New Hampshire
$26K
CFG
1344
Clayton Financial Group
Missouri
$25.8K +$29.3K +432 New
BGAI
1345
Bruce G. Allen Investments
Colorado
$25.3K -$951 -14 -3%
IFS
1346
Intelligent Financial Strategies
Minnesota
$25.3K
MFT
1347
Moisand Fitzgerald Tamayo
Florida
$24.1K
AT
1348
Arlington Trust
Alabama
$23.9K
GA
1349
Guerra Advisors
Florida
$23.3K +$26.5K +390 New
JWM
1350
JPL Wealth Management
Colorado
$23.2K +$26.4K +388 New