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Carrier Global
CARR

Overview Fund Activity

1,555 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
1,555
Holders Change
+53
Holders Change %
+3.53%
% of All Funds
20.84%
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 %
AC
701
AXQ Capital
New Jersey
$853K +$405K +5,531 +90%
SAM
702
Sawgrass Asset Management
Florida
$852K -$62.9K -859 -7%
TF
703
Tandem Financial
Colorado
$851K -$13K -178 -2%
CAM
704
Columbia Asset Management
Michigan
$847K – – –
FCM
705
Fieldview Capital Management
Michigan
$841K +$841K +11,490 New
BCM
706
Beck Capital Management
Texas
$840K +$27.3K +373 +3%
IAS
707
Investment Advisory Services
Texas
$840K +$109K +1,488 +15%
SEIA
708
Signature Estate & Investment Advisors
California
$839K +$24K +328 +3%
AG
709
Ascent Group
Virginia
$838K -$12.1K -165 -1%
CWP
710
Core Wealth Partners
California
$836K +$512 +7 +0.1%
DA
711
Dover Advisors
Virginia
$828K – – –
SC
712
Scotia Capital
Ontario, Canada
$824K -$97.8K -1,337 -11%
MM
713
Meridian Management
Arkansas
$823K – – –
ACM
714
Allred Capital Management
Texas
$823K -$73 -1 -0%
BIM
715
Baldwin Investment Management
Pennsylvania
$823K – – –
IAA
716
Independent Advisor Alliance
North Carolina
$817K -$23.6K -322 -3%
HFM
717
Hartford Financial Management
Connecticut
$811K -$826K -11,288 -50%
Capstone Investment Advisors
718
Capstone Investment Advisors
New York
$811K +$255K +3,479 +46%
PTC
719
Private Trust Company
Ohio
$811K -$9.52K -130 -1%
IWM
720
IHT Wealth Management
Illinois
$809K +$50.9K +695 +7%
AWM
721
AE Wealth Management
Kansas
$807K +$166K +2,264 +26%
GDP
722
Great Diamond Partners
Maine
$806K +$806K +11,012 New
AFP
723
Ausdal Financial Partners
Iowa
$805K +$1.9K +26 +0.2%
FFA
724
Farther Finance Advisors
California
$801K +$93.6K +1,279 +13%
SSA
725
Schonfeld Strategic Advisors
New York
$798K -$6.07M -82,987 -88%
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