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Carrier Global

1,457 hedge funds and large institutions have $42.2B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 475 increasing their positions, 561 reducing their positions, and 178 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

38% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 178

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,457
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
MWM
1526
Modern Wealth Management
Kansas
CFG
1527
Carter Financial Group
Illinois
FMLI
1528
Fukoku Mutual Life Insurance
Japan
MFG
1529
Menard Financial Group
Texas
TC
1530
TownSquare Capital
Utah
FPAS
1531
Focus Partners Advisor Solutions
Missouri
MPM
1532
MBB Public Markets
Illinois
CGL
1533
Clarius Group LLC
Washington
HT
1534
Heritage Trust
Oklahoma
MLL
1535
Moody Lynn & Lieberson
Massachusetts
FIM
1536
Freedom Investment Management
Connecticut
JSW
1537
Journey Strategic Wealth
New Jersey
AWM
1538
Aberdeen Wealth Management
Illinois
SFS
1539
Sowell Financial Services
Arkansas
AWA
1540
Aaron Wealth Advisors
Illinois
EL
1541
EWA LLC
Pennsylvania
WC
1542
Wynn Capital
Georgia
IC
1543
Iconiq Capital
California
MA
1544
MONECO Advisors
Connecticut
HDA
1545
Harold Davidson & Associates
California
EFG
1546
Embree Financial Group
Illinois
FFWA
1547
FRG Family Wealth Advisors
Washington
SMA
1548
Sage Mountain Advisors
Georgia
IP
1549
Isthmus Partners
Wisconsin
MSFS
1550
Main Street Financial Solutions
Pennsylvania