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Carrier Global

1,469 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, 476 increasing their positions, 571 reducing their positions, and 180 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

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
1,469
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
SR
1401
Syntax Research
Florida
$7.04K
KA
1402
Kozak & Associates
Colorado
$7.01K
HIW
1403
Holos Integrated Wealth
Pennsylvania
$6.8K
GJIA
1404
Glass Jacobson Investment Advisors
Maryland
$6.7K
MAM
1405
Meeder Asset Management
Ohio
$6.63K
CFP
1406
Comprehensive Financial Planning
Pennsylvania
$6.57K
TFA
1407
Transamerica Financial Advisors
Florida
$6.22K
TSMHT
1408
Thurston Springer Miller Herd & Titak
Indiana
$6.09K
FGAM
1409
Financial Gravity Asset Management
Texas
$6.03K
AF
1410
Alerus Financial
North Dakota
$5.91K
DWM
1411
Darwin Wealth Management
Florida
$5.43K
TFA
1412
Toth Financial Advisory
Virginia
$5.37K
Q1WB
1413
Quest 10 Wealth Builders
Virginia
$5.19K
DF
1414
Dunhill Financial
United Kingdom
$5K
IWM
1415
Inlight Wealth Management
Georgia
$4.84K
GF
1416
GGM Financials
Ohio
$4.59K
FGA
1417
Fortis Group Advisors
New Jersey
$4.54K
CWM
1418
Cranbrook Wealth Management
Michigan
$4.48K
MAM
1419
Marquette Asset Management
Minnesota
$4.3K
CCM
1420
Cloud Capital Management
Washington
$4K
JSAM
1421
J. Safra Asset Management
New York
$3.88K
RWS
1422
Retirement Wealth Solutions
Wisconsin
$3.88K
HFS
1423
Hughes Financial Services
Virginia
$3.78K
BWL
1424
Bogart Wealth LLC
Virginia
$3.58K
TWD
1425
True Wealth Design
Ohio
$3.5K