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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGA
1451
Battery Global Advisors
Massachusetts
$2.48K
HFS
1452
Hughes Financial Services
Virginia
$2.37K
API
1453
Asset Planning Inc
California
$2.31K
NWM
1454
Navigoe Wealth Management
California
$2K
BA
1455
Bard Associates
Illinois
$1.8K
RS
1456
Rakuten Securities
Japan
$1.69K
PWA
1457
Portus Wealth Advisors
North Carolina
$1.69K
IRC
1458
Investors Research Corp
Georgia
$1.63K
BH
1459
Burk Holdings
Oklahoma
$1.52K
SHIM
1460
Stone House Investment Management
Pennsylvania
$1.51K
FC
1461
Fairscale Capital
New Hampshire
$1.41K
GPFA
1462
Game Plan Financial Advisors
Ohio
$1.35K
TM
1463
Torren Management
California
$1.26K
BFS
1464
Bare Financial Services
Pennsylvania
$1.24K
GWM
1465
Gilpin Wealth Management
Colorado
$1.13K
1CP
1466
1015 Capital Partners
Pennsylvania
$1.13K
CIAS
1467
CBIZ Investment Advisory Services
Ohio
$1.07K
EA
1468
Evergreen Advisors
Tennessee
$1.03K
PJC
1469
Phillip James Consulting
Minnesota
$1K
HIA
1470
HFM Investment Advisors
New Jersey
$845
MAM
1471
Marquette Asset Management
Minnesota
$789
TWM
1472
TopTier Wealth Management
Wisconsin
$788
RWS
1473
Retirement Wealth Solutions
Wisconsin
$733
CAIM
1474
Catherine Avery Investment Management
Florida
$732
NRWA
1475
North Ridge Wealth Advisors
Oregon
$564