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Carrier Global

1,469 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, 476 increasing their positions, 571 reducing their positions, and 180 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

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
1,469
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
CIG
1601
Cullen Investment Group
Louisiana
FA
1602
Fiduciary Alliance
South Carolina
OAM
1603
Oppenheimer Asset Management
New York
CAS
1604
CTC Alternative Strategies
Illinois
AIM
1605
Alhambra Investment Management
Florida
CWS
1606
Confluence Wealth Services
Pennsylvania
OFS
1607
OneAscent Financial Services
Alabama
MW
1608
MBL Wealth
North Carolina
PA
1609
PFG Advisors
Arizona
MCM
1610
Marathon Capital Management
Maryland
MCM
1611
Morton Capital Management
California
SLA
1612
Silver Lake Advisory
Utah
OWA
1613
Opal Wealth Advisors
New York
B
1614
Bellecapital
Switzerland
BMCM
1615
Bryn Mawr Capital Management
Pennsylvania
KIA
1616
Knollwood Investment Advisory
Maryland
KCM
1617
Kathmere Capital Management
Pennsylvania
CF
1618
Centaurus Financial
California
BCMLT
1619
Beacon Capital Management LLC (Tennessee)
Tennessee
ANBT
1620
American National Bank & Trust
Texas
CWM
1621
CarsonAllaria Wealth Management
Illinois
CCM
1622
Carderock Capital Management
Maryland
NC
1623
NewSquare Capital
Pennsylvania
WTFG
1624
Wood Tarver Financial Group
Idaho
T
1625
Transce3nd
Texas