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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 %
KWA
701
Kingswood Wealth Advisors
California
$738K +$68.8K +1,085 +10%
AG
702
Ascent Group
Virginia
$736K +$736K +11,615 New
CAM
703
Columbia Asset Management
Michigan
$734K -$20.6K -325 -3%
SBIA
704
Sheaff Brock Investment Advisors
Indiana
$733K – – –
IAA
705
Independent Advisor Alliance
North Carolina
$728K +$35.8K +564 +5%
CWP
706
Core Wealth Partners
California
$724K +$507 +8 +0.1%
DA
707
Dover Advisors
Virginia
$717K +$34.9K +550 +5%
ACM
708
Allred Capital Management
Texas
$713K – – –
BIM
709
Baldwin Investment Management
Pennsylvania
$713K +$24.4K +385 +4%
LNB
710
Ledyard National Bank
$712K +$1.27K +20 +0.2%
PTC
711
Private Trust Company
Ohio
$710K +$13.1K +207 +2%
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$708K -$26.6K -419 -4%
JCM
713
Jacobi Capital Management
Pennsylvania
$706K +$25.4K +400 +4%
SEIA
714
Signature Estate & Investment Advisors
California
$706K -$37.7K -594 -5%
SFFS
715
Stonehage Fleming Financial Services
Jersey
$705K -$2.22K -35 -0.3%
BCM
716
Beck Capital Management
Texas
$704K +$34.2K +539 +5%
AFP
717
Ausdal Financial Partners
Iowa
$695K +$424K +6,686 +156%
GWM
718
Geneos Wealth Management
Colorado
$693K +$514K +8,107 +288%
GL
719
Graypoint LLC
New York
$689K +$27.8K +438 +4%
NA
720
Nautilus Advisors
California
$686K -$9.32K -147 -1%
BB
721
Busey Bank
Illinois
$685K -$110K -1,733 -14%
IEFM
722
IQ EQ Fund Management
Ireland
$684K -$105K -1,660 -13%
JWBC
723
J.W. Burns & Co
New York
$682K -$11.7K -185 -2%
MAMG
724
Milestone Asset Management Group
Connecticut
$681K – – –
SWP
725
Sagespring Wealth Partners
Tennessee
$679K +$87K +1,373 +15%
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