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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 %
AWA
751
Arkadios Wealth Advisors
Georgia
$736K +$64.7K +884 +10%
PA
752
Profund Advisors
Maryland
$736K +$119K +1,626 +19%
FWTB
753
First Western Trust Bank
Colorado
$733K – – –
BB
754
Busey Bank
Illinois
$733K -$57.7K -788 -7%
GFA
755
Gifford Fong Associates
California
$732K – – –
GC
756
Guggenheim Capital
Illinois
$725K +$41.1K +561 +6%
NW
757
NewEdge Wealth
Pennsylvania
$721K +$347K +5,236 +93%
RWM
758
Rialto Wealth Management
New York
$715K -$4.68K -64 -0.7%
BJL
759
Brighton Jones LLC
Washington
$712K +$31.3K +427 +5%
BMO
760
Beck Mack & Oliver
New York
$712K +$25.6K +350 +4%
KIA
761
KCM Investment Advisors
California
$710K +$1.54K +21 +0.2%
COI
762
Connable Office Inc
Michigan
$709K +$709K +9,687 New
FCBT
763
First Citizens Bank & Trust
North Carolina
$702K -$74.7K -1,021 -10%
RP
764
Riverwater Partners
Wisconsin
$700K -$1.03K -14 -0.1%
CAM
765
Carret Asset Management
New York
$696K – – –
NGA
766
Naples Global Advisors
Florida
$696K +$105K +1,440 +18%
CNAM
767
Campbell Newman Asset Management
Wisconsin
$694K – – –
PFS
768
Prospera Financial Services
Texas
$693K -$10.1K -138 -1%
FG
769
Fiduciary Group
Georgia
$686K -$14.6K -200 -2%
1SB
770
1ST Source Bank
Indiana
$686K +$35.7K +488 +5%
SPC
771
Spirepoint Private Client
Florida
$686K -$2.05K -28 -0.3%
FHA
772
First Horizon Advisors
Tennessee
$685K +$159K +2,174 +30%
IAIM
773
International Assets Investment Management
Florida
$685K -$5.93K -81 -0.9%
VCA
774
Verdence Capital Advisors
Maryland
$684K -$512 -7 -0.1%
FTWA
775
Fifth Third Wealth Advisors
Ohio
$683K +$8.34K +114 +1%
29 30
31
32 33