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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 %
BOH
726
Bank of Hawaii
Hawaii
$676K -$270K -4,254 -29%
FCBT
727
First Citizens Bank & Trust
North Carolina
$673K -$1.65K -26 -0.2%
SB
728
Simmons Bank
Arkansas
$670K -$21.1K -333 -3%
CWM
729
Compass Wealth Management
Connecticut
$669K – – –
IIM
730
INTECH Investment Management
Florida
$665K +$36.3K +573 +6%
IWM
731
IHT Wealth Management
Illinois
$657K -$2.28K -36 -0.3%
PWAM
732
Private Wealth Asset Management
Iowa
$654K +$654K +10,322 New
RA
733
RFG Advisory
Alabama
$650K +$196K +3,085 +43%
SOS
734
Silver Oak Securities
Tennessee
$650K +$2.15K +34 +0.3%
RMC
735
Resources Management Corp
Connecticut
$647K -$14.9K -235 -2%
BTW
736
Boston Trust Walden
Massachusetts
$646K – – –
BSA
737
Bull Street Advisors
Georgia
$645K – – –
FC
738
Forte Capital
New York
$642K +$14.4K +227 +2%
RCA
739
Resonant Capital Advisors
Wisconsin
$638K +$19.9K +314 +3%
FWTB
740
First Western Trust Bank
Colorado
$635K +$2.92K +46 +0.5%
GFA
741
Gifford Fong Associates
California
$634K – – –
IAS
742
Investment Advisory Services
Texas
$633K -$380 -6 -0.1%
CI
743
CX Institutional
Indiana
$626K -$237K -3,737 -27%
AIM
744
Aigen Investment Management
New York
$625K -$1.4M -22,048 -69%
RWM
745
Rialto Wealth Management
New York
$623K +$16.3K +257 +3%
LWANC
746
Laurel Wealth Advisors (North Carolina)
North Carolina
$619K -$3.17K -50 -0.5%
DWT
747
Dorsey & Whitney Trust
South Dakota
$616K +$5.07K +80 +0.8%
MNBTD
748
Moody National Bank Trust Division
Texas
$615K -$36.2K -571 -6%
FFA
749
Farther Finance Advisors
California
$614K +$163K +2,570 +36%
KIA
750
KCM Investment Advisors
California
$614K -$724K -11,423 -54%
28 29
30
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