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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 %
NRS
551
Neville Rodie & Shaw
New York
$1.31M -$54.9K -866 -4%
PIM
552
Penobscot Investment Management
Massachusetts
$1.31M +$131K +2,071 +11%
MWM
553
Massachusetts Wealth Management
Massachusetts
$1.31M +$113K +1,775 +9%
PCS
554
Personal CFO Solutions
New Jersey
$1.3M +$7.67K +121 +0.6%
AI
555
AXS Investments
New York
$1.29M +$164K +2,579 +14%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$1.28M -$543K -8,568 -30%
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$157K +2,483 +14%
WPC
558
Wedmont Private Capital
Pennsylvania
$1.27M +$4.68K +79 +0.4%
LFRG
559
Lazard Frères Gestion
France
$1.26M – – –
TC
560
TownSquare Capital
Utah
$1.25M +$30.4K +480 +2%
TCOT
561
Trust Company of Toledo
Ohio
$1.25M +$360K +5,683 +41%
TRCT
562
Tower Research Capital (TRC)
New York
$1.24M -$1.8M -28,450 -59%
IWC
563
Integrated Wealth Concepts
Massachusetts
$1.23M +$23.1K +364 +2%
BG
564
Bollard Group
Massachusetts
$1.23M +$2.09K +33 +0.2%
USAA
565
United Services Automobile Association
Texas
$1.23M – – –
QCG
566
Quadrant Capital Group
Ohio
$1.23M +$455K +7,178 +59%
CG
567
Caprock Group
Idaho
$1.23M -$418K -6,589 -25%
S
568
SignatureFD
Georgia
$1.23M +$64K +1,009 +5%
DTL
569
Dynamic Technology Lab
Singapore
$1.22M +$1.22M +19,309 New
IIM
570
InTrack Investment Management
Vermont
$1.22M -$42.3K -667 -3%
AMCA
571
Arthur M. Cohen & Associates
Illinois
$1.2M – – –
CCM
572
Cinctive Capital Management
New York
$1.2M +$1.2M +19,000 New
KPWS
573
Kestra Private Wealth Services
Texas
$1.2M -$4.31K -68 -0.4%
AIM
574
AHL Investment Management
Florida
$1.18M -$6.02K -95 -0.5%
SWP
575
Stratos Wealth Partners
Ohio
$1.18M -$65.4K -1,031 -5%
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