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Carrier Global
CARR

Overview Fund Activity

1,502 hedge funds and large institutions have $45B invested in Carrier Global in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 520 increasing their positions, 558 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
-38
Holders Change %
-2.47%
% of All Funds
20.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
123
Increased
520
Reduced
558
Closed
136
Calls
$275M
Puts
$129M
Net Calls
+$146M
Net Calls Change
+$273M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$309M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$296M
3
Brown Advisory
Brown Advisory
Maryland
+$278M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$214M
5
Squarepoint
Squarepoint
New York
+$187M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.05B
2
Capital World Investors
Capital World Investors
California
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$152M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
351
Rafferty Asset Management
New York
$4.06M -$1.05M -16,524 -20%
PG
352
Patten Group
Tennessee
$4.06M -$144K -2,265 -3%
CCM
353
Cohen Capital Management
California
$4.03M -$12.7K -200 -0.3%
DP
354
Dearborn Partners
Illinois
$4.01M -$72.8K -1,148 -2%
DWP
355
Daymark Wealth Partners
Ohio
$4.01M +$61.6K +971 +2%
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$3.98M -$1.7M -26,785 -30%
NIM
357
NEOS Investment Management
Connecticut
$3.98M +$713K +11,253 +22%
RBA
358
Richard Bernstein Advisors
New York
$3.96M -$229K -3,616 -5%
SCM
359
Sone Capital Management
New York
$3.94M +$2.1M +33,157 +115%
BEI
360
Benjamin Edwards Inc
Missouri
$3.93M +$27.3K +430 +0.7%
Envestnet Portfolio Solutions
361
Envestnet Portfolio Solutions
Illinois
$3.84M +$1.69M +26,594 +78%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$3.81M +$21.9K +346 +0.6%
NB
363
NBT Bank
New York
$3.8M -$46K -725 -1%
TVWM
364
Tower View Wealth Management
Wisconsin
$3.78M -$66.8K -1,053 -2%
HAM
365
Harmony Asset Management
Arizona
$3.74M +$87K +1,372 +2%
CL
366
Choreo LLC
Illinois
$3.71M -$224K -3,541 -6%
EF
367
Empowered Funds
Pennsylvania
$3.67M +$123K +1,942 +3%
LI
368
LRI Investments
Florida
$3.64M -$90.2K -1,423 -2%
KRS
369
Kentucky Retirement Systems
Kentucky
$3.63M -$25.9K -409 -0.7%
CNBT
370
Canandaigua National Bank & Trust
New York
$3.57M -$140K -2,209 -4%
Jane Street
371
Jane Street
New York
$3.57M -$33.7M -531,780 -90%
AAB
372
ABN AMRO Bank
Netherlands
$3.55M +$459K +7,245 +15%
HNB
373
Huntington National Bank
Ohio
$3.55M -$116K -1,833 -3%
DCM
374
Delta Capital Management
New Jersey
$3.45M -$106K -1,665 -3%
SAM
375
Selway Asset Management
$3.45M +$1.06M +16,650 +44%
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