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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 %
TWM
526
Trueblood Wealth Management
Ohio
$1.49M +$111K +1,751 +8%
CCP
527
Carmel Capital Partners
California
$1.48M +$448K +7,067 +43%
QPW
528
Quantum Private Wealth
Florida
$1.48M +$4.76K +75 +0.3%
FRM
529
Fox Run Management
Connecticut
$1.47M +$1.47M +23,213 New
BIM
530
Bridges Investment Management
Nebraska
$1.46M – – –
MAS
531
Meeder Advisory Services
Ohio
$1.45M +$72.7K +1,147 +5%
IMCOOI
532
Investment Management Corp of Ontario (IMCO)
Canada
$1.45M +$12.7K +200 +0.9%
WC
533
Woodstock Corp
Massachusetts
$1.43M -$32K -504 -2%
HFM
534
Hartford Financial Management
Connecticut
$1.42M +$190 +3 +0%
GAM
535
Griffin Asset Management
New York
$1.42M +$43.1K +680 +3%
BC
536
Burney Company
Virginia
$1.41M -$19.7K -310 -1%
CTC
537
Central Trust Company
Missouri
$1.41M -$47.6K -750 -3%
CP
538
Cumberland Partners
Ontario, Canada
$1.4M -$2.75M -43,370 -66%
HAIM
539
Hunter Associates Investment Management
Pennsylvania
$1.4M – – –
BWP
540
Burling Wealth Partners
Illinois
$1.4M -$498K -7,860 -26%
WI
541
Wahed Invest
New York
$1.39M +$102K +1,614 +8%
TPCW
542
TD Private Client Wealth
New York
$1.38M +$517K +8,158 +60%
MWM
543
Modera Wealth Management
New Jersey
$1.38M -$9.07K -143 -0.7%
GPA
544
Garrison Point Advisors
California
$1.37M -$9.51K -150 -0.7%
VIA
545
Virtus Investment Advisers
Connecticut
$1.34M +$1.34M +21,112 New
OIA
546
OneDigital Investment Advisors
Kansas
$1.32M +$55K +867 +4%
BHIA
547
Birch Hill Investment Advisors
Massachusetts
$1.32M -$15K -237 -1%
OTL
548
Oak Thistle LLC
New York
$1.32M +$1.32M +20,775 New
RIM
549
Redwood Investment Management
Arizona
$1.32M +$1.32M +20,754 New
PGAM
550
Princeton Global Asset Management
New Jersey
$1.32M +$5.39K +85 +0.4%
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