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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
BMM
1551
Berkshire Money Management
Massachusetts
-$339K -4,629 Closed
SCM
1552
Stevens Capital Management
Pennsylvania
-$320K -4,375 Closed
RL
1553
Retireful LLC
Michigan
-$317K -4,337 Closed
SW
1554
SVB Wealth
Massachusetts
-$305K -4,168 Closed
MWM
1555
Modern Wealth Management
Kansas
-$301K -4,111 Closed
CFG
1556
Carter Financial Group
Illinois
-$296K -4,045 Closed
FMLI
1557
Fukoku Mutual Life Insurance
Japan
-$285K -3,889 Closed
MFG
1558
Menard Financial Group
Texas
-$278K -3,799 Closed
TC
1559
TownSquare Capital
Utah
-$277K -3,782 Closed
FPAS
1560
Focus Partners Advisor Solutions
Missouri
-$276K -3,776 Closed
MPM
1561
MBB Public Markets
Illinois
-$276K -3,770 Closed
CGL
1562
Clarius Group LLC
Washington
-$274K -3,738 Closed
HT
1563
Heritage Trust
Oklahoma
-$269K -3,678 Closed
MLL
1564
Moody Lynn & Lieberson
Massachusetts
-$268K -3,661 Closed
FIM
1565
Freedom Investment Management
Connecticut
-$264K -3,603 Closed
JSW
1566
Journey Strategic Wealth
New Jersey
-$257K -3,516 Closed
AWM
1567
Aberdeen Wealth Management
Illinois
-$256K -3,500 Closed
SFS
1568
Sowell Financial Services
Arkansas
-$255K -3,479 Closed
AWA
1569
Aaron Wealth Advisors
Illinois
-$251K -3,423 Closed
EL
1570
EWA LLC
Pennsylvania
-$248K -3,388 Closed
WC
1571
Wynn Capital
Georgia
-$246K -3,363 Closed
IC
1572
Iconiq Capital
California
-$245K -3,354 Closed
MA
1573
MONECO Advisors
Connecticut
-$245K -3,351 Closed
HDA
1574
Harold Davidson & Associates
California
-$242K -3,304 Closed
EFG
1575
Embree Financial Group
Illinois
-$239K -3,265 Closed