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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
PA
1626
PFG Advisors
Arizona
-$206K -2,817 Closed
MCM
1627
Marathon Capital Management
Maryland
-$205K -2,807 Closed
MCM
1628
Morton Capital Management
California
-$204K -2,794 Closed
SLA
1629
Silver Lake Advisory
Utah
-$204K -2,787 Closed
OWA
1630
Opal Wealth Advisors
New York
-$202K -2,761 Closed
B
1631
Bellecapital
Switzerland
-$201K -2,753 Closed
BMCM
1632
Bryn Mawr Capital Management
Pennsylvania
-$201K -2,741 Closed
KIA
1633
Knollwood Investment Advisory
Maryland
-$200K -2,739 Closed
KCM
1634
Kathmere Capital Management
Pennsylvania
-$200K -2,733 Closed
CF
1635
Centaurus Financial
California
-$111K -1,520 Closed
BCMLT
1636
Beacon Capital Management LLC (Tennessee)
Tennessee
-$92.4K -1,262 Closed
ANBT
1637
American National Bank & Trust
Texas
-$83.4K -1,140 Closed
CWM
1638
CarsonAllaria Wealth Management
Illinois
-$60.8K -830 Closed
CCM
1639
Carderock Capital Management
Maryland
-$58.6K -800 Closed
NC
1640
NewSquare Capital
Pennsylvania
-$43.7K -597 Closed
WTFG
1641
Wood Tarver Financial Group
Idaho
-$40K -558 Closed
T
1642
Transce3nd
Texas
-$39K -533 Closed
BFP
1643
Briaud Financial Planning
Texas
-$37K -515 Closed
BCFD
1644
Boit C.F. David
-$36.6K -500 Closed
OW
1645
Olistico Wealth
Oklahoma
-$29.3K -400 Closed
RFG
1646
REAP Financial Group
Texas
-$29K -396 Closed
TCM
1647
Traub Capital Management
Massachusetts
-$26.6K -363 Closed
TPWA
1648
Twin Peaks Wealth Advisors
California
-$23.2K -353 Closed
EWA
1649
EQ Wealth Advisors
Texas
-$19.9K -272 Closed
PFG
1650
Putney Financial Group
California
-$19.2K -263 Closed