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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 %
WC
626
Westhampton Capital
North Carolina
$945K -$25.4K -400 -3%
GAM
627
Groupama Asset Management
France
$944K +$126K +1,997 +15%
SRL
628
Scientech Research LLC
New Jersey
$936K +$936K +14,756 New
JF
629
Jump Financial
Illinois
$926K +$696K +10,980 +303%
VWM
630
VCI Wealth Management
Missouri
$921K -$551K -8,687 -37%
LAM
631
Lakewood Asset Management
Illinois
$915K -$536K -8,447 -37%
CIA
632
Choate Investment Advisors
Massachusetts
$915K -$268K -4,231 -23%
AAM
633
AR Asset Management
California
$913K – – –
MSA
634
MUFG Securities Americas
New York
$906K +$125K +1,978 +16%
MA
635
MJP Associates
Connecticut
$900K +$211K +3,328 +31%
BFA
636
Brendel Financial Advisors
New Hampshire
$893K -$163K -2,563 -15%
SPC
637
Sigma Planning Corp
Michigan
$888K +$68.2K +1,076 +8%
MS
638
Maven Securities
Jersey
$882K +$470K +7,409 +114%
HSA
639
HBK Sorce Advisory
Pennsylvania
$877K +$280K +4,411 +47%
EM
640
ELCO Management
New York
$873K -$1.27K -20 -0.1%
CHC
641
City Holding Co
West Virginia
$870K -$21.9K -345 -2%
PP
642
Prudential plc
United Kingdom
$869K – – –
VBCG
643
Valley Brook Capital Group
Pennsylvania
$865K -$9.51K -150 -1%
CWA
644
Clarus Wealth Advisors
Arizona
$861K +$119K +1,963 +16%
IA
645
Integrity Alliance
Iowa
$860K +$860K +13,564 New
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$857K -$12.4K -195 -1%
ECM
647
Estabrook Capital Management
New York
$855K -$27.3K -430 -3%
MFIM
648
Mesirow Financial Investment Management
Illinois
$851K -$44.3K -698 -5%
NEWAS
649
N.E.W. Advisory Services
Wisconsin
$851K +$17.9K +282 +2%
NAS
650
Nicolet Advisory Services
Wisconsin
$850K +$317K +5,360 +59%
24 25
26
27 28