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Carrier Global

1,554 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.84%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1451
Legend Financial Advisors
Pennsylvania
$18.3K +$18.3K +250 New
MBFW
1452
Morton Brown Family Wealth
Pennsylvania
$18.1K
TCM
1453
TruNorth Capital Management
Michigan
$17.9K -$2.56K -35 -13%
FMP
1454
Financial Management Professionals
Texas
$16.1K -$6.23K -85 -28%
PP
1455
PrairieView Partners
Minnesota
$16K
FPB
1456
First PREMIER Bank
South Dakota
$15K
OAJ
1457
Ogorek Anthony Joseph
New York
$15K +$2.16K +31 +17%
MSFP
1458
Mark Sheptoff Financial Planning
Connecticut
$14.9K
VWA
1459
VSM Wealth Advisory
Maryland
$14.7K
GWSA
1460
Global Wealth Strategies & Associates
Colorado
$14.6K
VFM
1461
Vision Financial Markets
Connecticut
$14K -$657 -9 -5%
NL
1462
NVWM LLC
Pennsylvania
$13.9K -$1.03K -14 -7%
DRP
1463
Decker Retirement Planning
Utah
$13.9K +$13.9K +190 New
FC
1464
Family CFO
California
$13.6K +$13.6K +186 New
MA
1465
MCF Advisors
Kentucky
$13.2K
MAFA
1466
MJT & Associates Financial Advisory
Minnesota
$12.8K
HHMI
1467
Howard Hughes Medical Institute
Maryland
$12.7K +$12.7K +174 New
GLF
1468
Groupe la Francaise
France
$12.7K
WOSD
1469
WFA of San Diego
California
$12.2K +$12.2K +167 New
HWP
1470
Highline Wealth Partners
California
$12.1K -$659 -9 -5%
HNW
1471
High Note Wealth
Minnesota
$11.8K -$146 -2 -1%
BFPW
1472
BOK Financial Private Wealth
Colorado
$11.7K
KIM
1473
Kestra Investment Management
Texas
$11.3K
SO
1474
Sierra Ocean
California
$11.2K +$5.5K +75 +96%
WWM
1475
Wolff Wiese Magana
California
$11.1K