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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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

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
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1601
Pacifica Partners
Canada
GAMC
1602
Garner Asset Management Corp
Texas
MW
1603
Merited Wealth
Florida
CIA
1604
Cape Investment Advisory
Georgia
KBFS
1605
Kohmann Bosshard Financial Services
Ohio
GAFA
1606
Garton & Associates Financial Advisors
Kentucky
BOTPPF
1607
Board of the Pension Protection Fund
United Kingdom
UBP
1608
Union Bancaire Privee
Switzerland
IFS
1609
Intelligent Financial Strategies
Minnesota
CWP
1610
Concord Wealth Partners
Virginia
AI
1611
AdvisorShares Investments
Maryland
EWA
1612
EQ Wealth Advisors
Texas
SC
1613
Swan Capital
Florida
FC
1614
Family CFO
California
GWM
1615
Greenline Wealth Management
Florida
HHMI
1616
Howard Hughes Medical Institute
Maryland
TPBG
1617
Turning Point Benefit Group
Maryland
FDW
1618
Fourth Dimension Wealth
Ohio
1NWS
1619
1 North Wealth Services
Maryland
IWM
1620
IMG Wealth Management
Florida
LIA
1621
Luken Investment Analytics
Tennessee
AAG
1622
Accordant Advisory Group
Maryland
EPG
1623
Estate Planners Group
Pennsylvania
AF
1624
Alerus Financial
North Dakota
IWM
1625
Inlight Wealth Management
Georgia