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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
CFG
1326
Clayton Financial Group
Missouri
$22.5K
OW
1327
Olistico Wealth
Oklahoma
$22.5K
WAG
1328
Wilkerson Advisory Group
Missouri
$22.4K
PWA
1329
Physician Wealth Advisors
Utah
$21.7K
EF
1330
Entrust Financial
Pennsylvania
$21.1K
PWMG
1331
Private Wealth Management Group
New Jersey
$21K
JWM
1332
JPL Wealth Management
Colorado
$20.8K
GWS
1333
Greykasell Wealth Strategies
California
$20.3K
CMA
1334
Cedar Mountain Advisors
Oregon
$20.1K
GGI
1335
Godsey & Gibb Inc
Virginia
$19.2K
CG
1336
Curat Global
New Hampshire
$19.1K
PMFA
1337
Plante Moran Financial Advisors
Michigan
$19K
TLA
1338
Tanglewood Legacy Advisors
Texas
$18.9K
MHR
1339
Matthew Hamilton Rosenberg
$18.4K
JFGIW
1340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1K
RIAS
1341
Rachor Investment Advisory Services
Michigan
$18K
VIS
1342
Vega Investment Solutions
France
$18K
AIC
1343
Archer Investment Corporation
Indiana
$17.9K
OCWP
1344
Owl Creek Wealth Partners
Colorado
$17.3K
KAS
1345
Kemnay Advisory Services
New York
$17.1K
CTC
1346
Cetera Trust Company
Minnesota
$16.9K
MMG
1347
Monetary Management Group
Missouri
$16.9K
EDRH
1348
Edmond de Rothschild Holding
Switzerland
$16.9K
TLCM
1349
Twin Lakes Capital Management
California
$16.9K
MAM
1350
Meeder Asset Management
Ohio
$16.8K