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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
BHBT
1601
Burke & Herbert Bank & Trust
Virginia
-$225K -3,078 Closed
HFAS
1602
Hummer Financial Advisory Services
Illinois
-$225K -3,076 Closed
WWA
1603
Wingate Wealth Advisors
Massachusetts
-$225K -3,071 Closed
AWM
1604
Arista Wealth Management
Nevada
-$225K -3,068 Closed
EWA
1605
Elevate Wealth Advisory
Georgia
-$223K -3,042 Closed
WF
1606
WoodTrust Financial
Wisconsin
-$222K -3,040 Closed
SCM
1607
SOL Capital Management
Maryland
-$221K -3,015 Closed
PA
1608
Promethium Advisors
Maryland
-$220K -3,000 Closed
SRC
1609
Stone Run Capital
New York
-$220K -3,000 Closed
CS
1610
Cannell & Spears
New York
-$219K -2,986 Closed
MM
1611
MQS Management
New York
-$218K -2,977 Closed
IA
1612
IFG Advisory
Georgia
-$217K -2,971 Closed
AFM
1613
Armstrong Fleming & Moore
District of Columbia
-$216K -2,950 Closed
ACM
1614
Aurdan Capital Management
Pennsylvania
-$215K -2,943 Closed
ECAM
1615
East Coast Asset Management
Massachusetts
-$215K -2,940 Closed
KA
1616
Kovack Advisors
Florida
-$215K -2,935 Closed
BBI
1617
Baxter Bros Inc
Connecticut
-$213K -2,913 Closed
CIG
1618
Cullen Investment Group
Louisiana
-$212K -2,903 Closed
FA
1619
Fiduciary Alliance
South Carolina
-$212K -2,902 Closed
AIM
1620
Alhambra Investment Management
Florida
-$212K -2,900 Closed
CAS
1621
CTC Alternative Strategies
Illinois
-$212K -2,900 Closed
OAM
1622
Oppenheimer Asset Management
New York
-$212K -2,900 Closed
CWS
1623
Confluence Wealth Services
Pennsylvania
-$208K -2,836 Closed
OFS
1624
OneAscent Financial Services
Alabama
-$210K -2,835 Closed
MW
1625
MBL Wealth
North Carolina
-$207K -2,830 Closed