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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
Q1WB
1401
Quest 10 Wealth Builders
Virginia
$5.19K
DF
1402
Dunhill Financial
United Kingdom
$5K
IWM
1403
Inlight Wealth Management
Georgia
$4.84K
GF
1404
GGM Financials
Ohio
$4.59K
FGA
1405
Fortis Group Advisors
New Jersey
$4.54K
CWM
1406
Cranbrook Wealth Management
Michigan
$4.48K
MAM
1407
Marquette Asset Management
Minnesota
$4.3K
CCM
1408
Cloud Capital Management
Washington
$4K
JSAM
1409
J. Safra Asset Management
New York
$3.88K
RWS
1410
Retirement Wealth Solutions
Wisconsin
$3.88K
HFS
1411
Hughes Financial Services
Virginia
$3.78K
BWL
1412
Bogart Wealth LLC
Virginia
$3.58K
TWD
1413
True Wealth Design
Ohio
$3.5K
FFL
1414
Financial Freedom LLC
Ohio
$3.38K
PS
1415
Pinney & Scofield
Massachusetts
$3.25K
RPA
1416
Redwood Park Advisors
California
$3.17K
PP
1417
PFS Partners
New Jersey
$3.16K
SAS
1418
Spurstone Advisory Services
Connecticut
$3.04K
PCFFS
1419
Pacific Center for Financial Services
California
$2.98K
OPTFSNA
1420
Old Point Trust & Financial Services N A
Virginia
$2.81K
VWA
1421
Valued Wealth Advisors
Utah
$2.81K
S
1422
Sachetta
Massachusetts
$2.75K
BGA
1423
Battery Global Advisors
Massachusetts
$2.63K
WOC
1424
West Oak Capital
California
$2.55K
T
1425
Tidemark
California
$2.52K