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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
GFWA
1351
Grey Fox Wealth Advisors
Delaware
$23K +$26.2K +385 New
CJ
1352
Caitlin John
Michigan
$22.9K +$26K +383 New
TIM
1353
Tortoise Investment Management
New York
$22.9K -$747 -11 -3%
RDFA
1354
Ritter Daniher Financial Advisory
Ohio
$22.7K
KFP
1355
Kerr Financial Planning
California
$22.5K +$28.5K +419 New
AAG
1356
Accordant Advisory Group
Maryland
$21.6K
CMA
1357
Cedar Mountain Advisors
Oregon
$21.2K +$611 +9 +3%
LCM
1358
Logan Capital Management
Pennsylvania
$20.9K
GGI
1359
Godsey & Gibb Inc
Virginia
$20.4K
TLA
1360
Tanglewood Legacy Advisors
Texas
$20K
AFWM
1361
Abich Financial Wealth Management
Virginia
$18.9K +$21.5K +317 New
O
1362
Ossiam
France
$18K -$15.6K -229 -43%
CBT
1363
CoreFirst Bank & Trust
Kansas
$17.9K
EDRH
1364
Edmond de Rothschild Holding
Switzerland
$17.9K
TLCM
1365
Twin Lakes Capital Management
California
$17.9K
STB
1366
S&T Bank
Pennsylvania
$17.3K
PSFG
1367
Park Square Financial Group
Georgia
$17.3K -$27.6K -406 -58%
SWP
1368
Strategic Wealth Partners
Ohio
$17.3K -$476 -7 -2%
CIA
1369
Cape Investment Advisory
Georgia
$17.1K -$70.4K -1,036 -78%
CFD
1370
Creative Financial Designs
Indiana
$16.5K -$611 -9 -3%
PWMG
1371
Private Wealth Management Group
New Jersey
$16.3K
YP
1372
YANKCOM Partnership
South Dakota
$15.8K
JFGIW
1373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.6K +$15.2K +224 +605%
PWA
1374
Physician Wealth Advisors
Utah
$15.4K +$7.41K +109 +73%
RP
1375
Raelipskie Partnership
Ontario, Canada
$15.2K