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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 %
RCA
726
Resonant Capital Advisors
Wisconsin
$795K +$58.8K +803 +8%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$793K -$24.2K -330 -3%
P
728
Pitcairn
Pennsylvania
$792K -$322K -4,398 -29%
VI
729
Versor Investments
New York
$790K +$435K +5,947 +123%
MAMG
730
Milestone Asset Management Group
Connecticut
$786K +$73 +1 +0%
MG
731
Mather Group
Illinois
$786K -$66.6K -910 -8%
KWA
732
Kingswood Wealth Advisors
California
$782K -$69.5K -949 -8%
LNB
733
Ledyard National Bank
$781K -$41.1K -562 -5%
JWBC
734
J.W. Burns & Co
New York
$780K -$7.47K -102 -0.9%
1C
735
111 Capital
France
$780K -$583K -7,970 -43%
SWP
736
Sagespring Wealth Partners
Tennessee
$778K -$5.86K -80 -0.7%
CWM
737
Compass Wealth Management
Connecticut
$772K +$293 +4 +0%
FWA
738
FSM Wealth Advisors
Ohio
$768K +$222K +2,972 +41%
SB
739
Simmons Bank
Arkansas
$765K -$8.78K -120 -1%
NA
740
Nautilus Advisors
California
$765K -$26.6K -363 -3%
GM
741
GeoWealth Management
Illinois
$756K +$97.1K +1,326 +15%
PWAM
742
Private Wealth Asset Management
Iowa
$752K -$3.88K -53 -0.5%
SOS
743
Silver Oak Securities
Tennessee
$751K +$146 +2 +0%
GL
744
Graypoint LLC
New York
$750K -$45.2K -618 -6%
IIM
745
INTECH Investment Management
Florida
$747K -$21K -287 -3%
RMC
746
Resources Management Corp
Connecticut
$747K – – –
CAM
747
Cidel Asset Management
Ontario, Canada
$747K -$129K -1,761 -15%
BTW
748
Boston Trust Walden
Massachusetts
$746K – – –
BSA
749
Bull Street Advisors
Georgia
$745K – – –
FC
750
Forte Capital
New York
$740K -$1.76K -24 -0.2%
28 29
30
31 32