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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 %
HWM
451
HB Wealth Management
Georgia
$2.31M +$281K +4,438 +14%
CW
452
CreativeOne Wealth
Kansas
$2.31M -$440K -6,939 -16%
BMSSC
453
B. Metzler seel. Sohn & Co
Germany
$2.3M +$47.3K +746 +2%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$2.25M +$2.25M +35,434 New
NSIM
455
North Star Investment Management
Illinois
$2.24M -$729K -11,500 -25%
VIM
456
Vinva Investment Management
Australia
$2.23M +$2.23M +35,246 New
SFA
457
Souders Financial Advisors
Ohio
$2.2M -$1.49M -23,488 -40%
LDB
458
Lee, Danner & Bass
Tennessee
$2.19M -$12.9K -203 -0.6%
WT
459
Whittier Trust
California
$2.19M -$21.4K -337 -1%
DFA
460
Delta Financial Advisors
Louisiana
$2.16M +$10.8K +170 +0.5%
CIA
461
Concurrent Investment Advisors
Florida
$2.16M +$417K +6,582 +24%
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$2.15M -$146K -2,300 -6%
EPIM
463
Evelyn Partners Investment Management
$2.15M +$2.15M +29,941 New
TIAA Trust, National Association
464
TIAA Trust, National Association
North Carolina
$2.13M +$99.3K +1,566 +5%
BSAM
465
Blue Square Asset Management
New York
$2.11M -$17.6K -277 -0.8%
MWM
466
MFG Wealth Management
Indiana
$2.06M -$978K -15,431 -32%
CCP
467
Cunning Capital Partners
North Carolina
$2M -$11.5K -182 -0.6%
QC
468
Quantessence Capital
New York
$2M +$2M +31,600 New
VPI
469
Value Partners Investments
Manitoba, Canada
$1.99M -$1.69M -26,669 -46%
Lazard Asset Management
470
Lazard Asset Management
New York
$1.98M -$3.36K -53 -0.2%
BAMF
471
BI Asset Management Fondsmaeglerselskab
Denmark
$1.95M -$1.23M -19,367 -39%
SDIC
472
South Dakota Investment Council
South Dakota
$1.94M -$16.4K -259 -0.8%
PWM
473
Perigon Wealth Management
California
$1.93M -$453K -7,146 -19%
AIC
474
Aurora Investment Counsel
Georgia
$1.92M -$25.4K -400 -1%
STA
475
Summit Trail Advisors
New York
$1.91M +$372K +5,860 +24%
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