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Carrier Global
CARR

Overview Fund Activity

1,554 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
2
DZ Bank
DZ Bank
Germany
+$251M
3
Jane Street
Jane Street
New York
+$181M
4
Artisan Partners
Artisan Partners
Wisconsin
+$141M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$130M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$377M
2
Capital International Investors
Capital International Investors
California
-$290M
3
Squarepoint
Squarepoint
New York
-$193M
4
Dodge & Cox
Dodge & Cox
California
-$111M
5
UBS Group
UBS Group
Switzerland
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
651
Prudential plc
United Kingdom
$1M – – –
BP
652
BNP Paribas
France
$1M +$56.1K +766 +6%
SPC
653
Sigma Planning Corp
Michigan
$997K -$27.1K -370 -3%
EM
654
ELCO Management
New York
$985K -$22K -300 -2%
GWMR
655
GC Wealth Management RIA
Massachusetts
$984K +$408K +5,579 +71%
BHWM
656
Bar Harbor Wealth Management
New Hampshire
$983K -$6.66K -91 -0.7%
MA
657
Mutual Advisors
Nebraska
$982K +$537K +6,657 +121%
WA
658
Waterford Advisors
New York
$979K -$9.04M -12,073 -90%
VBCG
659
Valley Brook Capital Group
Pennsylvania
$978K -$20.1K -275 -2%
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$978K +$13.2K +180 +1%
CPCPP
661
Canada Post Corporation Pension Plan
Canada
$967K +$967K +13,214 New
BFA
662
Brendel Financial Advisors
New Hampshire
$965K -$65.1K -890 -6%
CC
663
Chicago Capital
Illinois
$964K – – –
HIMS
664
Hager Investment Management Services
New Hampshire
$964K -$7.61K -104 -0.8%
EHC
665
Everett Harris & Co
California
$963K – – –
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$962K -$20.6K -281 -2%
ECM
667
Estabrook Capital Management
New York
$960K -$27.8K -380 -3%
SIA
668
Soltis Investment Advisors
Utah
$959K -$5.27K -72 -0.5%
EM
669
Excalibur Management
Massachusetts
$958K -$13.2K -180 -1%
HH
670
Hilltop Holdings
Texas
$955K +$92K +1,257 +11%
HA
671
Harbor Advisors
Florida
$951K – – –
RC
672
Rexford Capital
Texas
$949K +$949K +12,962 New
CWP
673
Curated Wealth Partners
California
$946K – – –
UB
674
UMB Bank
Missouri
$946K -$25.2K -344 -3%
ISL
675
Ingalls & Snyder LLC
New York
$945K +$41.9K +572 +5%
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