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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
EWA
1576
Elevate Wealth Advisory
Georgia
WF
1577
WoodTrust Financial
Wisconsin
SCM
1578
SOL Capital Management
Maryland
SRC
1579
Stone Run Capital
New York
PA
1580
Promethium Advisors
Maryland
CS
1581
Cannell & Spears
New York
MM
1582
MQS Management
New York
IA
1583
IFG Advisory
Georgia
AFM
1584
Armstrong Fleming & Moore
District of Columbia
ACM
1585
Aurdan Capital Management
Pennsylvania
ECAM
1586
East Coast Asset Management
Massachusetts
KA
1587
Kovack Advisors
Florida
BBI
1588
Baxter Bros Inc
Connecticut
CIG
1589
Cullen Investment Group
Louisiana
FA
1590
Fiduciary Alliance
South Carolina
AIM
1591
Alhambra Investment Management
Florida
OAM
1592
Oppenheimer Asset Management
New York
CWS
1593
Confluence Wealth Services
Pennsylvania
OFS
1594
OneAscent Financial Services
Alabama
MW
1595
MBL Wealth
North Carolina
PA
1596
PFG Advisors
Arizona
MCM
1597
Marathon Capital Management
Maryland
MCM
1598
Morton Capital Management
California
SLA
1599
Silver Lake Advisory
Utah
OWA
1600
Opal Wealth Advisors
New York