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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 %
IGGA
651
Iron Gate Global Advisors
Utah
$850K -$5.96K -94 -0.7%
WA
652
Waterford Advisors
New York
$848K – – –
HIMS
653
Hager Investment Management Services
New Hampshire
$842K +$25.2K +398 +3%
EM
654
Excalibur Management
Massachusetts
$841K – – –
UB
655
UMB Bank
Missouri
$841K -$1.71K -27 -0.2%
BMM
656
Buffington Mohr McNeal
Idaho
$837K -$76.7K -1,209 -8%
FLPIM
657
F.L. Putnam Investment Management
Massachusetts
$836K -$97.9K -1,544 -10%
CC
658
Chicago Capital
Illinois
$835K – – –
SIA
659
Soltis Investment Advisors
Utah
$835K +$13.2K +208 +2%
EHC
660
Everett Harris & Co
California
$834K – – –
LCM
661
Landscape Capital Management
New Jersey
$827K +$827K +13,040 New
SG
662
StoneX Group
New York
$826K -$22.1K -349 -3%
HA
663
Harbor Advisors
Florida
$824K – – –
CWP
664
Curated Wealth Partners
California
$819K +$7.86K +124 +1%
BP
665
BNP Paribas
France
$819K +$23.2K +366 +3%
IIM
666
Intact Investment Management
Quebec, Canada
$818K -$241K -3,800 -23%
TBT
667
Texas Bank & Trust
Texas
$816K – – –
BFA
668
Bragg Financial Advisors
North Carolina
$815K -$63 -1 -0%
BFA
669
Benedict Financial Advisors
Georgia
$812K -$4.95K -78 -0.6%
MA
670
Montag & Associates
Georgia
$809K -$19K -300 -2%
SCM
671
Schnieders Capital Management
California
$805K -$761K -11,998 -49%
WAM
672
Werlinich Asset Management
Connecticut
$800K +$1.59K +25 +0.2%
MIC
673
Means Investment Company
Maine
$800K -$18.5K -292 -2%
SC
674
Scotia Capital
Ontario, Canada
$799K -$9.89K -156 -1%
SAM
675
Sawgrass Asset Management
Florida
$793K -$49.4K -779 -6%
25 26
27
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