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Carrier Global

1,639 hedge funds and large institutions have $53B invested in Carrier Global in 2026 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 565 increasing their positions, 552 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 75

31% more capital invested

Capital invested by funds: $40.4B → $53B (+$12.6B)

11% more call options, than puts

Call options by funds: $296M | Put options by funds: $267M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more funds holding

Funds holding: 1,4941,639 (+145)

1.21% more ownership

Funds ownership: 85.99%87.2% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 552

Holders
1,639
Holders Change
+145
Holders Change %
+9.71%
% of All Funds
19.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
249
Increased
565
Reduced
552
Closed
75
Calls
$296M
Puts
$267M
Net Calls
+$29.7M
Net Calls Change
+$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NPF
1676
Norris Perne & French
Michigan
-$245K -4,356 Closed
GS
1677
GTS Securities
Florida
-$240K -4,267 Closed
Capstone Investment Advisors
1678
Capstone Investment Advisors
New York
-$262K -4,009 Closed
SC
1679
Shay Capital
New York
-$225K -4,000 Closed
4WM
1680
44 Wealth Management
Oregon
-$212K -3,766 Closed
PAW
1681
Plan A Wealth
Nebraska
-$200K -3,552 Closed
SOW
1682
State of Wyoming
Wyoming
-$184K -3,260 Closed
TC
1683
Trust Company
Kansas
-$183K -3,250 Closed
PL
1684
Plancorp LLC
Missouri
-$204K -3,220 Closed
MTIC
1685
Missouri Trust & Investment Company
Missouri
-$52K -923 Closed
WSFG
1686
Wall Street Financial Group
Illinois
-$48.7K -864 Closed
CM
1687
Capula Management
Cayman Islands
-$48.3K -857 Closed
GSEP
1688
Golden State Equity Partners
California
-$45.7K -811 Closed
WPA
1689
Wealth Preservation Advisors
Tennessee
-$29.5K -524 Closed
SIS
1690
Sound Income Strategies
Florida
-$29.3K -514 Closed
GWSA
1691
Global Wealth Strategies & Associates
Colorado
-$28.2K -500 Closed
CFG
1692
Clayton Financial Group
Missouri
-$22.5K -400 Closed
GWS
1693
Greykasell Wealth Strategies
California
-$20.3K -360 Closed
CTC
1694
Cetera Trust Company
Minnesota
-$16.9K -300 Closed
TLCM
1695
Twin Lakes Capital Management
California
-$16.9K -300 Closed
TGY2IT
1696
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$15.8K -280 Closed
TPWA
1697
Twin Peaks Wealth Advisors
California
-$14K -248 Closed
HIC
1698
Hamrick Investment Counsel
Washington
-$13.2K -235 Closed
FPF
1699
First Pacific Financial
Washington
-$9.63K -171 Closed
MPW
1700
MASECO Private Wealth
-$7.31K -130 Closed

CARR Hedge Fund Activity: Q2 2026 in Review

1,639 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2026, worth a combined $53B — up 31% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new CARR positions and 75 closed out — a net gain of 174 holders — while 565 added to existing stakes and 552 trimmed.

The largest buyer was BlackRock, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $681M.

  • 1,639 institutional investors held Carrier Global (CARR) as of Q2 2026, up from 1,494 in Q1 2026.
  • Funds reported $53B of Carrier Global stock for Q2 2026, up 31% quarter-over-quarter.
  • 249 funds opened new Carrier Global positions in Q2 2026 and 75 closed out, a net change of +174 holders.
  • The largest Carrier Global buyer in Q2 2026 was BlackRock, an estimated $608M added.
  • The largest Carrier Global seller in Q2 2026 was Capital International Investors, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2026.