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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 %
Alyeska Investment Group
676
Alyeska Investment Group
Illinois
$790K -$61.4M -968,207 -99%
RPC
677
Rossmore Private Capital
Connecticut
$789K -$75.1K -1,184 -9%
TBA
678
Tower Bridge Advisors
Pennsylvania
$785K – – –
SW
679
SVB Wealth
Massachusetts
$785K -$43.4K -685 -5%
ISL
680
Ingalls & Snyder LLC
New York
$783K +$1.78K +28 +0.2%
MGIA
681
Moneta Group Investment Advisors
Missouri
$780K -$192K -3,035 -20%
LC
682
Lindbrook Capital
California
$779K +$9.89K +156 +1%
CCM
683
Coldstream Capital Management
Washington
$776K +$46.7K +737 +6%
SAM
684
Shell Asset Management
Netherlands
$772K -$2.98K -47 -0.4%
VFA
685
Valeo Financial Advisors
Indiana
$771K +$16.1K +254 +2%
NRD
686
Nebula Research & Development
New York
$766K +$528K +8,326 +221%
UBG
687
United Bank (Georgia)
Georgia
$763K +$763K +12,035 New
TG
688
TCW Group
California
$763K +$15.9K +251 +2%
PAM
689
Panagora Asset Management
Massachusetts
$761K -$111K -1,750 -13%
MM
690
Meridian Management
Arkansas
$761K -$22.6K -357 -3%
CAM
691
Cidel Asset Management
Ontario, Canada
$759K -$6.53K -103 -0.9%
DS
692
DRW Securities
Illinois
$757K +$511K +8,058 +208%
RCAG
693
Rehmann Capital Advisory Group
Michigan
$757K +$28.2K +444 +4%
FCH
694
Freestone Capital Holdings
Washington
$753K -$9.07K -143 -1%
LA
695
LM Advisors
California
$753K +$753K +11,874 New
AC
696
Avestar Capital
New York
$751K +$317 +5 +0%
TF
697
Tandem Financial
Colorado
$748K -$40.5K -639 -5%
HH
698
Hilltop Holdings
Texas
$747K +$51.1K +806 +7%
GC
699
Grimes & Company
Massachusetts
$743K +$40.6K +641 +6%
MG
700
Mather Group
Illinois
$738K +$35.8K +565 +5%
26 27
28
29 30