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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
HIW
1401
Holos Integrated Wealth
Pennsylvania
$6.65K
HHGA
1402
Halbert Hargrove Global Advisors
California
$6.53K
T
1403
Tidemark
California
$6.36K
CFP
1404
Comprehensive Financial Planning
Pennsylvania
$6.19K
WA
1405
Westfuller Advisors
New York
$6.15K
OAJ
1406
Ogorek Anthony Joseph
New York
$6K
FGAM
1407
Financial Gravity Asset Management
Texas
$5.69K
SFAM
1408
Sawyer Falduto Asset Management
Illinois
$5.63K
DF
1409
Dunhill Financial
United Kingdom
$5.41K
DWM
1410
Dogwood Wealth Management
Kansas
$5.24K
DWM
1411
Darwin Wealth Management
Florida
$5.16K
YDMI
1412
Y.D. More Investments
Israel
$5.13K
BHWM
1413
Bay Harbor Wealth Management
Maryland
$5.07K
Q1WB
1414
Quest 10 Wealth Builders
Virginia
$4.9K
CJ
1415
Caitlin John
Michigan
$4.53K
BAM
1416
Byrne Asset Management
New Jersey
$4.5K
UFPG
1417
United Financial Planning Group
New York
$4.45K
IWS
1418
Intentional Wealth Strategies
Colorado
$4.39K
GF
1419
GGM Financials
Ohio
$4.37K
HCM
1420
Hollencrest Capital Management
California
$4.3K
FGA
1421
Fortis Group Advisors
New Jersey
$4.28K
TCM
1422
Triumph Capital Management
Colorado
$4.28K
CWM
1423
Cranbrook Wealth Management
Michigan
$4.22K
PF
1424
PlanVest Financial
Maryland
$4.17K
GFA
1425
Godfrey Financial Associates
New York
$4.17K