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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 %
HIC
476
Hartline Investment Corp
Illinois
$1.89M -$155K -2,447 -8%
CA
477
Clearstead Advisors
Ohio
$1.88M -$222K -3,494 -11%
WSFS
478
Wilmington Savings Fund Society
Delaware
$1.88M -$319K -5,024 -15%
AAM
479
Azzad Asset Management
Virginia
$1.85M +$14K +221 +0.8%
MMA
480
Miracle Mile Advisors
California
$1.85M -$208K -3,288 -10%
JIC
481
Johnson Investment Counsel
Ohio
$1.85M +$68.7K +1,084 +4%
CA
482
Cornerstone Advisors
North Carolina
$1.84M – – –
EF
483
Empirical Finance
Pennsylvania
$1.84M +$37K +583 +2%
HL
484
HeadInvest LLC
Maine
$1.83M -$17.2K -272 -0.9%
OAC
485
OMERS Administration Corp
Ontario, Canada
$1.83M -$301K -4,751 -14%
AWM
486
Apollon Wealth Management
South Carolina
$1.82M +$176K +2,774 +11%
Bessemer Group
487
Bessemer Group
New Jersey
$1.82M +$247K +3,900 +16%
GT
488
Glenview Trust
Kentucky
$1.81M -$8.75K -138 -0.5%
BCM
489
Barden Capital Management
Texas
$1.8M +$8.31K +131 +0.5%
AWS
490
Atria Wealth Solutions
New York
$1.78M -$357K -5,632 -17%
HIC
491
Holderness Investments Company
North Carolina
$1.77M -$64.2K -1,012 -3%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$1.76M -$109K -1,725 -6%
GIM
493
Goelzer Investment Management
Indiana
$1.75M – – –
NIA
494
NIA Impact Advisors
California
$1.73M -$117K -1,850 -6%
VHAM
495
Van Hulzen Asset Management
California
$1.73M -$113K -1,778 -6%
DWM
496
Dakota Wealth Management
Florida
$1.7M +$288K +4,535 +20%
KA
497
Kintegral Advisory
New York
$1.69M -$5.71K -90 -0.3%
AAM
498
Aureus Asset Management
Massachusetts
$1.69M -$95.1K -1,500 -5%
FNBT
499
FineMark National Bank & Trust
Florida
$1.67M -$45.2K -713 -3%
MC
500
Moors & Cabot
Massachusetts
$1.66M +$8.05K +127 +0.5%
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