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Carrier Global

1,469 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, 476 increasing their positions, 571 reducing their positions, and 180 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

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
1,469
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
MS
1526
Maven Securities
Jersey
PTC
1527
Philadelphia Trust Company
Pennsylvania
VWM
1528
Venturi Wealth Management
Texas
PAI
1529
Pittenger & Anderson Inc
Nebraska
CCC
1530
Compass Capital Corp
Massachusetts
SWM
1531
SeaCrest Wealth Management
New York
GWM
1532
Gitterman Wealth Management
New Jersey
CWM
1533
Challenger Wealth Management
California
BMM
1534
Berkshire Money Management
Massachusetts
SCM
1535
Stevens Capital Management
Pennsylvania
RL
1536
Retireful LLC
Michigan
SW
1537
SVB Wealth
Massachusetts
MWM
1538
Modern Wealth Management
Kansas
CFG
1539
Carter Financial Group
Illinois
FMLI
1540
Fukoku Mutual Life Insurance
Japan
MFG
1541
Menard Financial Group
Texas
TC
1542
TownSquare Capital
Utah
FPAS
1543
Focus Partners Advisor Solutions
Missouri
MPM
1544
MBB Public Markets
Illinois
CGL
1545
Clarius Group LLC
Washington
HT
1546
Heritage Trust
Oklahoma
MLL
1547
Moody Lynn & Lieberson
Massachusetts
FIM
1548
Freedom Investment Management
Connecticut
JSW
1549
Journey Strategic Wealth
New Jersey
AWM
1550
Aberdeen Wealth Management
Illinois