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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
WWM
1376
Wolff Wiese Magana
California
$8.78K
FMP
1377
Financial Management Professionals
Texas
$8.77K
BIM
1378
Breakwater Investment Management
Washington
$8.66K
FDW
1379
Fourth Dimension Wealth
Ohio
$8.51K
EWP
1380
Elevation Wealth Partners
California
$8.08K
AW
1381
Avion Wealth
Texas
$8K
MSG
1382
Main Street Group
Virginia
$7.94K
BAM
1383
Byrne Asset Management
New Jersey
$7.76K
RWA
1384
Redmont Wealth Advisors
Illinois
$7.64K
IWM
1385
IMG Wealth Management
Florida
$7.58K
GK
1386
Graney & King
New York
$7.45K
AG
1387
AmeriFlex Group
Nevada
$7.28K
HFS
1388
Horizon Financial Services
North Carolina
$7.22K
RTC
1389
Riverview Trust Company
Washington
$7.16K
SR
1390
Syntax Research
Florida
$7.04K
KA
1391
Kozak & Associates
Colorado
$7.01K
GJIA
1392
Glass Jacobson Investment Advisors
Maryland
$6.7K
MAM
1393
Meeder Asset Management
Ohio
$6.63K
CFP
1394
Comprehensive Financial Planning
Pennsylvania
$6.57K
TFA
1395
Transamerica Financial Advisors
Florida
$6.22K
TSMHT
1396
Thurston Springer Miller Herd & Titak
Indiana
$6.09K
FGAM
1397
Financial Gravity Asset Management
Texas
$6.03K
AF
1398
Alerus Financial
North Dakota
$5.91K
DWM
1399
Darwin Wealth Management
Florida
$5.43K
TFA
1400
Toth Financial Advisory
Virginia
$5.37K