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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
DWM
1426
Darwin Wealth Management
Florida
$5.43K
TFA
1427
Toth Financial Advisory
Virginia
$5.37K
Q1WB
1428
Quest 10 Wealth Builders
Virginia
$5.19K
DF
1429
Dunhill Financial
United Kingdom
$5K +$68 +1 +1%
IWM
1430
Inlight Wealth Management
Georgia
$4.84K
GF
1431
GGM Financials
Ohio
$4.59K +$5.23K +77 New
FGA
1432
Fortis Group Advisors
New Jersey
$4.54K
CWM
1433
Cranbrook Wealth Management
Michigan
$4.48K
MAM
1434
Marquette Asset Management
Minnesota
$4.3K +$4.89K +72 New
CCM
1435
Cloud Capital Management
Washington
$4K +$4.62K +68 New
JSAM
1436
J. Safra Asset Management
New York
$3.88K +$4.42K +65 New
RWS
1437
Retirement Wealth Solutions
Wisconsin
$3.88K +$4.42K +65 New
HFS
1438
Hughes Financial Services
Virginia
$3.78K +$272 +4 +6%
BWL
1439
Bogart Wealth LLC
Virginia
$3.58K +$611 +9 +18%
TWD
1440
True Wealth Design
Ohio
$3.5K -$476 -7 -11%
FFL
1441
Financial Freedom LLC
Ohio
$3.38K +$68 +1 +2%
PS
1442
Pinney & Scofield
Massachusetts
$3.25K
RPA
1443
Redwood Park Advisors
California
$3.17K
PP
1444
PFS Partners
New Jersey
$3.16K
KG
1445
Kilter Group
New York
$3.1K -$679 -10 -16%
SAS
1446
Spurstone Advisory Services
Connecticut
$3.04K +$3.46K +51 New
PCFFS
1447
Pacific Center for Financial Services
California
$2.98K
OPTFSNA
1448
Old Point Trust & Financial Services N A
Virginia
$2.81K
VWA
1449
Valued Wealth Advisors
Utah
$2.81K
S
1450
Sachetta
Massachusetts
$2.75K -$5.57K -82 -64%