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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
WWM
1401
Wolff Wiese Magana
California
$8.78K -$340 -5 -3%
FMP
1402
Financial Management Professionals
Texas
$8.77K -$4.96K -73 -33%
BIM
1403
Breakwater Investment Management
Washington
$8.66K
FDW
1404
Fourth Dimension Wealth
Ohio
$8.51K
EWP
1405
Elevation Wealth Partners
California
$8.08K
AW
1406
Avion Wealth
Texas
$8K -$408 -6 -4%
MSG
1407
Main Street Group
Virginia
$7.94K
BAM
1408
Byrne Asset Management
New Jersey
$7.76K +$8.83K +130 New
RWA
1409
Redmont Wealth Advisors
Illinois
$7.64K
IWM
1410
IMG Wealth Management
Florida
$7.58K
GK
1411
Graney & King
New York
$7.45K +$68 +1 +0.8%
SA
1412
Scarborough Advisors
Maryland
$7.28K
AG
1413
AmeriFlex Group
Nevada
$7.28K +$8.29K +122 New
HFS
1414
Horizon Financial Services
North Carolina
$7.22K +$5.09K +75 +163%
RTC
1415
Riverview Trust Company
Washington
$7.16K
SR
1416
Syntax Research
Florida
$7.04K
KA
1417
Kozak & Associates
Colorado
$7.01K +$8.97K +132 New
HIW
1418
Holos Integrated Wealth
Pennsylvania
$6.8K
GJIA
1419
Glass Jacobson Investment Advisors
Maryland
$6.7K
MAM
1420
Meeder Asset Management
Ohio
$6.63K -$204 -3 -3%
CFP
1421
Comprehensive Financial Planning
Pennsylvania
$6.57K
TFA
1422
Transamerica Financial Advisors
Florida
$6.22K +$7.13K +105 New
TSMHT
1423
Thurston Springer Miller Herd & Titak
Indiana
$6.09K -$122K -1,800 -95%
FGAM
1424
Financial Gravity Asset Management
Texas
$6.03K +$6.86K +101 New
AF
1425
Alerus Financial
North Dakota
$5.91K +$6.73K +99 New