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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
751
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$610K +$610K +9,628 New
PFS
752
Prospera Financial Services
Texas
$609K -$1.33K -21 -0.2%
FFN
753
Focus Financial Network
Minnesota
$608K -$1.84K -29 -0.3%
RP
754
Riverwater Partners
Wisconsin
$608K +$85.4K +1,347 +16%
FG
755
Fiduciary Group
Georgia
$607K – – –
RBI
756
Raiffeisen Bank International
Austria
$605K +$285K +4,497 +89%
CAM
757
Carret Asset Management
New York
$603K +$63 +1 +0%
CNAM
758
Campbell Newman Asset Management
Wisconsin
$602K – – –
TTWM
759
TCV Trust & Wealth Management
Virginia
$601K -$9.57K -151 -2%
PMA
760
Prudent Man Advisors
Illinois
$601K +$12.9K +204 +2%
IAIM
761
International Assets Investment Management
Florida
$598K +$11.5K +181 +2%
WB
762
Webster Bank
Connecticut
$596K -$13.3K -210 -2%
SPC
763
Spirepoint Private Client
Florida
$596K +$72.7K +1,146 +14%
BMO
764
Beck Mack & Oliver
New York
$595K +$16.2K +255 +3%
VCA
765
Verdence Capital Advisors
Maryland
$593K +$1.97K +31 +0.3%
GC
766
Guggenheim Capital
Illinois
$592K -$448K -7,068 -43%
BJL
767
Brighton Jones LLC
Washington
$590K +$85.3K +1,345 +17%
FNFDCM
768
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$587K -$18.7K -295 -3%
FTWA
769
Fifth Third Wealth Advisors
Ohio
$585K +$13.5K +213 +2%
AWA
770
Arkadios Wealth Advisors
Georgia
$582K -$66.2K -1,045 -10%
CCA
771
Checchi Capital Advisers
California
$580K +$28.7K +452 +5%
BWAM
772
Boyd Watterson Asset Management
Ohio
$578K – – –
JFG
773
Jefferies Financial Group
New York
$572K -$30.7K -485 -5%
GM
774
GeoWealth Management
Illinois
$571K -$131K -2,071 -19%
JAFL
775
Jay A. Fishman Ltd
Michigan
$571K -$85.6K -1,350 -13%
29 30
31
32 33