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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
BHWM
1376
Beaird Harris Wealth Management
Texas
$14.8K -$7.34K -108 -30%
TCM
1377
TruNorth Capital Management
Michigan
$14.6K
HHGA
1378
Halbert Hargrove Global Advisors
California
$13.9K +$7.95K +117 +101%
GTAM
1379
Global Trust Asset Management
Florida
$13.7K +$15.6K +230 New
MSFP
1380
Mark Sheptoff Financial Planning
Connecticut
$12.1K
FPB
1381
First PREMIER Bank
South Dakota
$12K
VWA
1382
VSM Wealth Advisory
Maryland
$12K
GWSA
1383
Global Wealth Strategies & Associates
Colorado
$11.9K
VFM
1384
Vision Financial Markets
Connecticut
$11.4K +$68 +1 +0.5%
NL
1385
NVWM LLC
Pennsylvania
$11.3K
IW
1386
Imprint Wealth
South Carolina
$10.9K +$12.4K +182 New
MA
1387
MCF Advisors
Kentucky
$10.7K
WA
1388
Westfuller Advisors
New York
$10.5K +$12K +176 New
MAFA
1389
MJT & Associates Financial Advisory
Minnesota
$10.4K
FPF
1390
First Pacific Financial
Washington
$10.3K +$6.32K +93 +118%
HHMI
1391
Howard Hughes Medical Institute
Maryland
$10.3K -$136 -2 -1%
HNW
1392
High Note Wealth
Minnesota
$10K +$476 +7 +4%
SA
1393
Seneschal Advisors
Washington
$9.61K +$10.9K +161 New
BFPW
1394
BOK Financial Private Wealth
Colorado
$9.55K
APW
1395
Aventura Private Wealth
Florida
$9.37K
BP
1396
BNP Paribas
France
$9.25K -$919K -13,529 -99%
TPBG
1397
Turning Point Benefit Group
Maryland
$9.1K +$10.4K +153 New
OAJ
1398
Ogorek Anthony Joseph
New York
$9K -$3.94K -58 -27%
WAG
1399
Wiser Advisor Group
Arizona
$8.97K +$10.2K +150 New
CWIG
1400
Chung Wu Investment Group
Texas
$8.96K