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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 %
CWIG
1476
Chung Wu Investment Group
Texas
$11K +$11K +150 New
PWA
1477
Physician Wealth Advisors
Utah
$10.9K +$3.73K +51 +52%
BIM
1478
Breakwater Investment Management
Washington
$10.6K
FDW
1479
Fourth Dimension Wealth
Ohio
$10.4K +$10.4K +142 New
AW
1480
Avion Wealth
Texas
$10K +$4.19K +62 +72%
EWP
1481
Elevation Wealth Partners
California
$9.87K +$73 +1 +0.7%
MSG
1482
Main Street Group
Virginia
$9.74K -$586 -8 -6%
S
1483
Sachetta
Massachusetts
$9.37K -$1.9K -26 -17%
IWM
1484
IMG Wealth Management
Florida
$9.3K +$9.3K +127 New
GK
1485
Graney & King
New York
$9.1K
SA
1486
Scarborough Advisors
Maryland
$8.93K +$8.93K +122 New
RTC
1487
Riverview Trust Company
Washington
$8.78K -$77.4K -1,057 -90%
SR
1488
Syntax Research
Florida
$8.64K
HHGA
1489
Halbert Hargrove Global Advisors
California
$8.49K -$293 -4 -3%
MAM
1490
Meeder Asset Management
Ohio
$8.34K -$16.4K -224 -66%
GJIA
1491
Glass Jacobson Investment Advisors
Maryland
$8.19K +$73 +1 +0.9%
CFP
1492
Comprehensive Financial Planning
Pennsylvania
$8.05K
HIIFS
1493
Harel Insurance Investments & Financial Services
Israel
$8K
HIW
1494
Holos Integrated Wealth
Pennsylvania
$7.92K
DWM
1495
Dogwood Wealth Management
Kansas
$7.51K +$1.05K +14 +16%
FGC
1496
Financial Gravity Companies
Texas
$7.39K +$7.39K +101 New
BCM
1497
Berbice Capital Management
New York
$7.32K +$7.32K +100 New
DWM
1498
Darwin Wealth Management
Florida
$6.63K
TFA
1499
Toth Financial Advisory
Virginia
$6.59K
MWM
1500
MorganRosel Wealth Management
Colorado
$6.59K