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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
B
1601
Bellecapital
Switzerland
BMCM
1602
Bryn Mawr Capital Management
Pennsylvania
KIA
1603
Knollwood Investment Advisory
Maryland
KCM
1604
Kathmere Capital Management
Pennsylvania
CF
1605
Centaurus Financial
California
BCMLT
1606
Beacon Capital Management LLC (Tennessee)
Tennessee
ANBT
1607
American National Bank & Trust
Texas
CWM
1608
CarsonAllaria Wealth Management
Illinois
CCM
1609
Carderock Capital Management
Maryland
NC
1610
NewSquare Capital
Pennsylvania
WTFG
1611
Wood Tarver Financial Group
Idaho
T
1612
Transce3nd
Texas
BFP
1613
Briaud Financial Planning
Texas
BCFD
1614
Boit C.F. David
OW
1615
Olistico Wealth
Oklahoma
RFG
1616
REAP Financial Group
Texas
TCM
1617
Traub Capital Management
Massachusetts
TPWA
1618
Twin Peaks Wealth Advisors
California
EWA
1619
EQ Wealth Advisors
Texas
PFG
1620
Putney Financial Group
California
WA
1621
Whipplewood Advisors
Colorado
LFA
1622
Legend Financial Advisors
Pennsylvania
MBFW
1623
Morton Brown Family Wealth
Pennsylvania
DRP
1624
Decker Retirement Planning
Utah
FC
1625
Family CFO
California