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Carrier Global

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

9% more capital invested

Capital invested by funds: $37.1B → $40.4B (+$3.25B)

2.67% more ownership

Funds ownership: 83.32%85.99% (+2.7%)

6% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 145

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,5051,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
-18
Holders Change %
-1.2%
% of All Funds
18.32%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
153
Increased
521
Reduced
538
Closed
145
Calls
$230M
Puts
$292M
Net Calls
-$62.1M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1601
Pacifica Partners
Canada
-$82K -1,533 Closed
GAMC
1602
Garner Asset Management Corp
Texas
-$49.9K -944 Closed
MW
1603
Merited Wealth
Florida
-$48.3K -915 Closed
CIA
1604
Cape Investment Advisory
Georgia
-$44.1K -834 Closed
KBFS
1605
Kohmann Bosshard Financial Services
Ohio
-$43.6K -825 Closed
GAFA
1606
Garton & Associates Financial Advisors
Kentucky
-$32.8K -620 Closed
BOTPPF
1607
Board of the Pension Protection Fund
United Kingdom
-$31.7K -600 Closed
UBP
1608
Union Bancaire Privee
Switzerland
-$27.2K -510 Closed
IFS
1609
Intelligent Financial Strategies
Minnesota
-$22.4K -423 Closed
CWP
1610
Concord Wealth Partners
Virginia
-$21.1K -400 Closed
AI
1611
AdvisorShares Investments
Maryland
-$17.7K -335 Closed
EWA
1612
EQ Wealth Advisors
Texas
-$14.4K -272 Closed
SC
1613
Swan Capital
Florida
-$14.2K -268 Closed
FC
1614
Family CFO
California
-$9.83K -186 Closed
GWM
1615
Greenline Wealth Management
Florida
-$9.6K -182 Closed
HHMI
1616
Howard Hughes Medical Institute
Maryland
-$9.04K -171 Closed
TPBG
1617
Turning Point Benefit Group
Maryland
-$7.82K -148 Closed
FDW
1618
Fourth Dimension Wealth
Ohio
-$7.56K -143 Closed
1NWS
1619
1 North Wealth Services
Maryland
-$6.82K -129 Closed
IWM
1620
IMG Wealth Management
Florida
-$6.71K -127 Closed
LIA
1621
Luken Investment Analytics
Tennessee
-$6.18K -117 Closed
AAG
1622
Accordant Advisory Group
Maryland
-$5.92K -112 Closed
EPG
1623
Estate Planners Group
Pennsylvania
-$5.28K -100 Closed
AF
1624
Alerus Financial
North Dakota
-$5.23K -99 Closed
IWM
1625
Inlight Wealth Management
Georgia
-$4.28K -81 Closed