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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 %
AO
576
Advisor OS
Illinois
$1.18M +$306K +4,826 +35%
1C
577
111 Capital
France
$1.18M +$1.18M +18,621 New
BFIM
578
Beese Fulmer Investment Management
Ohio
$1.18M -$21.4K -338 -2%
AHIA
579
Andrew Hill Investment Advisors
Florida
$1.17M -$8.5K -134 -0.7%
First Manhattan
580
First Manhattan
New York
$1.16M -$9.57K -151 -0.8%
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$118K +1,860 +11%
SFA
582
Sequoia Financial Advisors
Ohio
$1.16M +$88.8K +1,400 +8%
PS
583
Principal Securities
Iowa
$1.15M +$68 +1 +0%
VSQM
584
V-Square Quantitative Management
Illinois
$1.15M +$33.8K +533 +3%
SCM
585
SIR Capital Management
New York
$1.15M +$1.15M +18,133 New
PP
586
Patten & Patten
Tennessee
$1.15M – – –
ASN
587
Advisory Services Network
Georgia
$1.13M +$83.7K +1,320 +8%
Bank Julius Baer & Co
588
Bank Julius Baer & Co
Switzerland
$1.13M -$179K -2,494 -14%
EWA
589
EP Wealth Advisors
California
$1.13M +$36.9K +582 +3%
CIA
590
Cascade Investment Advisors
Oregon
$1.13M +$15.9K +250 +1%
CFG
591
Citizens Financial Group
Rhode Island
$1.13M +$55.1K +869 +5%
WS
592
Wedbush Securities
California
$1.12M +$94.9K +1,498 +9%
HFBOT
593
Home Federal Bank of Tennessee
Tennessee
$1.1M -$1.9K -30 -0.2%
KIA
594
Kraematon Investment Advisors
Massachusetts
$1.1M -$36K -568 -3%
RBC
595
Romano Brothers & Co
Illinois
$1.09M +$9.19K +145 +0.8%
WDA
596
Wendell David Associates
New Hampshire
$1.09M – – –
DT
597
Diversified Trust
Tennessee
$1.09M +$30.4K +479 +3%
IC
598
IEQ Capital
California
$1.08M +$99.1K +1,563 +10%
KWM
599
Kingsview Wealth Management
Oregon
$1.07M +$81.8K +1,290 +8%
CAG
600
Crestwood Advisors Group
Massachusetts
$1.07M +$77.3K +1,219 +8%
22 23
24
25 26