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Carrier Global
CARR

Overview Fund Activity

1,554 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
2
DZ Bank
DZ Bank
Germany
+$251M
3
Jane Street
Jane Street
New York
+$181M
4
Artisan Partners
Artisan Partners
Wisconsin
+$141M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$130M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$377M
2
Capital International Investors
Capital International Investors
California
-$290M
3
Squarepoint
Squarepoint
New York
-$193M
4
Dodge & Cox
Dodge & Cox
California
-$111M
5
UBS Group
UBS Group
Switzerland
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
526
Principle Wealth Partners
Connecticut
$1.84M -$13.9K -190 -0.7%
AAM
527
Advisors Asset Management
Colorado
$1.82M +$35.4K +483 +2%
TWM
528
Trueblood Wealth Management
Ohio
$1.79M +$76.8K +1,050 +4%
CBT
529
Crews Bank & Trust
Florida
$1.78M -$34.9K -477 -2%
SAM
530
Shell Asset Management
Netherlands
$1.77M +$877K +11,980 +98%
AWM
531
Apollon Wealth Management
South Carolina
$1.74M -$360K -4,925 -17%
SCTC
532
Sanibel Captiva Trust Company
Florida
$1.74M -$8.93K -122 -0.5%
QCG
533
Quadrant Capital Group
Ohio
$1.73M +$304K +4,158 +21%
FAIM
534
Financial Advocates Investment Management
Washington
$1.72M -$19.9K -272 -1%
TCOT
535
Trust Company of Toledo
Ohio
$1.71M +$265K +3,620 +18%
MAS
536
Meeder Advisory Services
Ohio
$1.7M +$27.4K +374 +2%
BIM
537
Bridges Investment Management
Nebraska
$1.69M +$1.24K +17 +0.1%
IWC
538
Integrated Wealth Concepts
Massachusetts
$1.68M +$260K +3,547 +18%
TPCW
539
TD Private Client Wealth
New York
$1.68M +$89.7K +1,226 +6%
KRSITF
540
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.67M -$116K -1,582 -6%
CTC
541
Central Trust Company
Missouri
$1.64M +$13.7K +187 +0.8%
PA
542
Parallel Advisors
California
$1.64M -$86.5K -1,182 -5%
GAM
543
Griffin Asset Management
New York
$1.63M -$6.59K -90 -0.4%
WPC
544
Wedmont Private Capital
Pennsylvania
$1.63M +$4.02K +53 +0.2%
ECM
545
Everence Capital Management
Indiana
$1.62M -$195K -2,670 -11%
MWM
546
Modera Wealth Management
New Jersey
$1.62M +$32.5K +444 +2%
BWP
547
Burling Wealth Partners
Illinois
$1.61M – – –
WI
548
Wahed Invest
New York
$1.6M -$5.64K -77 -0.4%
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$227K +3,107 +17%
WC
550
Woodstock Corp
Massachusetts
$1.57M -$83.6K -1,142 -5%
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