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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 %
SIC
601
Salem Investment Counselors
North Carolina
$1.07M -$229K -3,605 -18%
LHC
602
Little House Capital
Massachusetts
$1.06M +$318K +5,012 +43%
GI
603
GAMMA Investing
California
$1.06M +$119K +1,878 +13%
MHIC
604
Marble Harbor Investment Counsel
Massachusetts
$1.04M -$31.7K -500 -3%
WA
605
Waverly Advisors
Alabama
$1.03M +$113K +1,778 +12%
EB
606
Eastern Bank
Massachusetts
$1.03M -$154K -2,429 -13%
NP
607
NorthRock Partners
Minnesota
$1.03M +$25.2K +398 +3%
BP
608
Ballentine Partners
Massachusetts
$1.02M -$6.02K -95 -0.6%
EBT
609
Enterprise Bank & Trust
Massachusetts
$1.02M +$1.02M +16,013 New
LD
610
Lipe & Dalton
New York
$1M -$193K -3,049 -16%
Walleye Trading
611
Walleye Trading
New York
$989K +$989K +15,595 New
IIA
612
ICW Investment Advisors
Arizona
$983K +$7.54K +119 +0.8%
RGC
613
Roberts, Glore & Co
Illinois
$981K -$24.1K -380 -2%
PCIA
614
Prime Capital Investment Advisors
Kansas
$972K +$89.1K +1,406 +10%
AAS
615
Ameritas Advisory Services
Nebraska
$970K +$727K +11,382 +299%
VI
616
Vestcor Inc
New Brunswick, Canada
$969K +$2.03K +32 +0.2%
GI
617
GLOBALT Investments
Georgia
$969K -$77.8K -1,227 -7%
1WM
618
1858 Wealth Management
Ohio
$966K +$19.7K +311 +2%
P
619
Pitcairn
Pennsylvania
$965K +$39.9K +629 +4%
BT
620
Banque Transatlantique
France
$962K -$84.7K -1,337 -8%
PTCG
621
Pring Turner Capital Group
California
$961K – – –
CFM
622
Catalyst Funds Management
Australia
$959K +$959K +15,120 New
QWP
623
Quotient Wealth Partners
Texas
$958K +$25.5K +402 +3%
HI
624
Horizon Investments
North Carolina
$952K +$7.96K +126 +0.8%
PWW
625
Pettyjohn Wood & White
Virginia
$948K -$14.6K -230 -2%
23 24
25
26 27