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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
BGA
1451
Battery Global Advisors
Massachusetts
$2.63K
WOC
1452
West Oak Capital
California
$2.55K
T
1453
Tidemark
California
$2.52K
SRCM
1454
Signature Resources Capital Management
California
$2.51K
AP
1455
Aspect Partners
Virginia
$2.45K
API
1456
Asset Planning Inc
California
$2.45K
BHWM
1457
Bay Harbor Wealth Management
Maryland
$2.45K +$611 +9 +28%
PWA
1458
Principia Wealth Advisory
Texas
$2.33K +$476 +7 +22%
DWM
1459
Dogwood Wealth Management
Kansas
$2.21K -$4.28K -63 -63%
HCM
1460
Hollencrest Capital Management
California
$2.15K -$30.6K -450 -93%
NWM
1461
Nova Wealth Management
Florida
$2.09K +$2.38K +35 New
PPC
1462
Park Place Capital
Alabama
$2.03K
NWM
1463
Navigoe Wealth Management
California
$2K
TCA
1464
Trifecta Capital Advisors
Illinois
$1.85K
CIAS
1465
CBIZ Investment Advisory Services
Ohio
$1.55K -$747 -11 -30%
MDA
1466
Minot DeBlois Advisors
Massachusetts
$1.49K
GPFA
1467
Game Plan Financial Advisors
Ohio
$1.43K
HWM
1468
HighMark Wealth Management
Minnesota
$1.19K
LFA
1469
LGT Financial Advisors
Texas
$1.19K
FG
1470
Fairman Group
Pennsylvania
$1.01K
WWA
1471
Wealth Watch Advisors
Colorado
$1.01K +$1.16K +17 New
RS
1472
Rakuten Securities
Japan
$896 -$951 -14 -48%
EP
1473
Essential Partners
California
$841 -$25.7K -378 -96%
BI
1474
Binnacle Investments
Iowa
$836 +$951 +14 New
CAIM
1475
Catherine Avery Investment Management
Florida
$776