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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
FFL
1426
Financial Freedom LLC
Ohio
$3.38K
PS
1427
Pinney & Scofield
Massachusetts
$3.25K
RPA
1428
Redwood Park Advisors
California
$3.17K
PP
1429
PFS Partners
New Jersey
$3.16K
SAS
1430
Spurstone Advisory Services
Connecticut
$3.04K
PCFFS
1431
Pacific Center for Financial Services
California
$2.98K
OPTFSNA
1432
Old Point Trust & Financial Services N A
Virginia
$2.81K
VWA
1433
Valued Wealth Advisors
Utah
$2.81K
S
1434
Sachetta
Massachusetts
$2.75K
BGA
1435
Battery Global Advisors
Massachusetts
$2.63K
WOC
1436
West Oak Capital
California
$2.55K
T
1437
Tidemark
California
$2.52K
SRCM
1438
Signature Resources Capital Management
California
$2.51K
API
1439
Asset Planning Inc
California
$2.45K
AP
1440
Aspect Partners
Virginia
$2.45K
BHWM
1441
Bay Harbor Wealth Management
Maryland
$2.45K
DWM
1442
Dogwood Wealth Management
Kansas
$2.21K
HCM
1443
Hollencrest Capital Management
California
$2.15K
NWM
1444
Nova Wealth Management
Florida
$2.09K
PPC
1445
Park Place Capital
Alabama
$2.03K
NWM
1446
Navigoe Wealth Management
California
$2K
TCA
1447
Trifecta Capital Advisors
Illinois
$1.85K
CIAS
1448
CBIZ Investment Advisory Services
Ohio
$1.55K
MDA
1449
Minot DeBlois Advisors
Massachusetts
$1.49K
GPFA
1450
Game Plan Financial Advisors
Ohio
$1.43K