CARRIER GLOBAL CORPORATION (CARR): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

CARRIER GLOBAL CORPORATION (CARR)

1K + Investors. Track Smart Money conviction in CARR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CARR

Based on 1383 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CARR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

1,383 hedge funds hold CARR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding CARR is almost the same as a year ago (-38 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 45% buying

601 buying740 selling

Last quarter: 740 funds reduced or exited vs 601 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+64 vs last Q)

new funds entering per quarter

Funds opening a new CARR position: 121 → 171 → 107 → 171. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new

972 out of 1,383 hedge funds have held CARR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~171 new funds/quarter

137 → 121 → 171 → 107 → 171 new funds/Q

New funds entering each quarter: 121 → 171 → 107 → 171. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new

Of 1,431 current holders: 1,028 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

47 of 1383 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in CARR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	1431	1406	1.78%
13F Shares	704M	707M	-0.38%
Total Value	$37.02B	$41.99B	-11.85%
New Positions	174	109	+65
Increased Positions	499	533	-34
Closed Positions	152	214	-62
Reduced Positions	648	584	+64
Total Calls	27	24	12.5%
Total Puts	26	29	-10.34%
PUT/CALL Ratio	0.96	1.21	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

1431

1406

1.78%

13F Shares

704M

707M

-0.38%

Total Value

$37.02B

$41.99B

-11.85%

New Positions

174

109

+65

Increased Positions

499

533

-34

Closed Positions

152

214

-62

Reduced Positions

648

584

+64

Total Calls

12.5%

Total Puts

-10.34%

PUT/CALL Ratio

0.96

1.21

Neutral

Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CARR. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of CARR — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AdviceOne Advisory Services, LLC	7.87%	231,059	$13.0M
2	Prevatt Capital Ltd	5.99%	395,000	$22.2M
3	Raub Brock Capital Management LP	3.18%	223,138	$12.6M
4	Baker Chad R	2.69%	253,050	$14.2M
5	PineStone Asset Management Inc.	2.60%	6,572,910	$370.1M
6	Reynders McVeigh Capital Management, LLC	2.53%	891,158	$50K
7	PROFESSIONAL ADVISORY SERVICES INC	2.39%	307,924	$17K
8	M. Kraus & Co	2.31%	140,843	$7.9M
9	HALL LAURIE J TRUSTEE	2.09%	105,210	$5.9M
10	LETSON INVESTMENT MANAGEMENT, INC.	1.79%	82,650	$4.7M
11	Steigerwald, Gordon & Koch Inc.	1.71%	296,192	$16.7M
12	Pegasus Asset Management, Inc.	1.61%	89,491	$5.0M
13	Lincoln Capital LLC	1.59%	148,986	$8.4M
14	DELTA CAPITAL MANAGEMENT LLC	1.46%	47,065	$2.6M
15	CAPITAL MANAGEMENT CORP /VA	1.06%	110,437	$6.2M
16	Carmel Capital Partners, LLC	1.05%	51,791	$2.9M
17	Telos Capital Management, Inc.	1.01%	187,778	$10.6M
18	GPM Growth Investors, Inc.	1.00%	42,164	$2.4M
19	BLUE SQUARE ASSET MANAGEMENT, LLC	0.98%	36,536	$2.1M
20	JACOBS & CO/CA	0.90%	162,051	$9K
21	Foster Victor Wealth Advisors, LLC	0.90%	242,430	$15.7M
22	Barden Capital Management, Inc.	0.89%	18,477	$1.0M
23	Family Legacy Financial Solutions, LLC	0.86%	18,619	$1.1M
24	Canoe Financial LP	0.83%	1,080,150	$60.8M
25	Cardinal Capital Management, Inc.	0.82%	537,401	$30.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — CARRIER GLOBAL CORPORATION (CARR)

What does the Smart Money Trend signal show for CARR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CARR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CARR?

More sellers than buyers — 45% buying: Last quarter: 740 funds reduced or exited vs 601 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CARR holders?

Elite ownership — 64% AUM from top-100 funds: 47 of 1383 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in CARR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CARR?

70% of holders stayed for 2+ years: 972 out of 1,383 hedge funds have held CARR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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CARRIER GLOBAL CORPORATION (CARR)

Smart Money Signals — CARR

Buying streak — 1 quarter in a row

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 45% buying

More new buyers each quarter (+64 vs last Q)

70% of holders stayed for 2+ years

Steady discovery — ~171 new funds/quarter

Deep conviction — 72% of holders stayed 2+ years

Elite ownership — 64% AUM from top-100 funds

Hedge Fund Ownership: CARR

Market Analysis: CARR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CARR

Hedge Fund Positioning: CARR

Statistics: CARR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — CARRIER GLOBAL CORPORATION (CARR)

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