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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
SRCM
1426
Signature Resources Capital Management
California
$2.51K
AP
1427
Aspect Partners
Virginia
$2.45K
API
1428
Asset Planning Inc
California
$2.45K
BHWM
1429
Bay Harbor Wealth Management
Maryland
$2.45K
TCM
1430
Triumph Capital Management
Colorado
$2.39K
DWM
1431
Dogwood Wealth Management
Kansas
$2.21K
HCM
1432
Hollencrest Capital Management
California
$2.15K
NWM
1433
Nova Wealth Management
Florida
$2.09K
PPC
1434
Park Place Capital
Alabama
$2.03K
NWM
1435
Navigoe Wealth Management
California
$2K
TCA
1436
Trifecta Capital Advisors
Illinois
$1.85K
CIAS
1437
CBIZ Investment Advisory Services
Ohio
$1.55K
MDA
1438
Minot DeBlois Advisors
Massachusetts
$1.49K
GPFA
1439
Game Plan Financial Advisors
Ohio
$1.43K
LFA
1440
LGT Financial Advisors
Texas
$1.19K
HWM
1441
HighMark Wealth Management
Minnesota
$1.19K
FG
1442
Fairman Group
Pennsylvania
$1.01K
WWA
1443
Wealth Watch Advisors
Colorado
$1.01K
RS
1444
Rakuten Securities
Japan
$896
BI
1445
Binnacle Investments
Iowa
$836
HIA
1446
HFM Investment Advisors
New Jersey
$716
TCB
1447
Texas Capital Bancshares
Texas
$716
BFS
1448
Bare Financial Services
Pennsylvania
$657
NRWA
1449
North Ridge Wealth Advisors
Oregon
$597
AFG
1450
Albion Financial Group
Utah
$418