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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 %
CA
776
Cullinan Associates
Kentucky
$571K -$31.7K -500 -5%
Handelsbanken Fonder
777
Handelsbanken Fonder
Sweden
$567K – – –
IMRF
778
Illinois Municipal Retirement Fund
Illinois
$566K – – –
RBWA
779
RFG - Bristol Wealth Advisors
Massachusetts
$564K +$761 +12 +0.1%
1SB
780
1ST Source Bank
Indiana
$563K +$254 +4 +0%
SIG
781
Sky Investment Group
Connecticut
$560K – – –
BCM
782
Brookstone Capital Management
Illinois
$558K +$190K +2,993 +51%
AMIM
783
Aull & Monroe Investment Management
Alabama
$557K -$6.97K -110 -1%
AWM
784
AE Wealth Management
Kansas
$555K +$93.1K +1,469 +20%
GWP
785
Gateway Wealth Partners
Wisconsin
$553K -$102K -1,603 -16%
KTA
786
Keeley-Teton Advisors
Illinois
$547K – – –
FFM
787
Forum Financial Management
Illinois
$546K +$77.2K +1,217 +16%
SACTSONJ
788
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$545K – – –
DMC
789
Drexel Morgan & Co
Pennsylvania
$544K – – –
CWM
790
Congress Wealth Management
Massachusetts
$540K +$141K +2,215 +35%
AM
791
AGF Management
Ontario, Canada
$539K +$5.64K +89 +1%
CCB
792
Country Club Bank
Missouri
$537K +$2.03K +32 +0.4%
PA
793
Profund Advisors
Maryland
$534K -$63.7K -1,005 -11%
RWA
794
River Wealth Advisors
Pennsylvania
$534K -$29.3K -462 -5%
PG
795
Proffitt & Goodson
Tennessee
$533K +$16.9K +266 +3%
AC
796
AlphaCore Capital
California
$532K +$75.9K +1,197 +17%
FCP
797
Fidelis Capital Partners
Florida
$532K +$8.23K +137 +2%
MPW
798
Monterey Private Wealth
California
$530K -$9.57K -151 -2%
CI
799
Cigna Investments
Connecticut
$529K -$13.1K -206 -2%
ACM
800
Advisors Capital Management
New Jersey
$527K +$21.7K +342 +4%
30 31
32
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