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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 %
SWM
801
Shakespeare Wealth Management
Wisconsin
$525K – – –
PCM
802
Pointe Capital Management
Michigan
$521K – – –
ONB
803
Old National Bancorp
Indiana
$520K +$17.2K +272 +3%
PCM
804
Penserra Capital Management
California
$517K -$154K -2,430 -23%
BWP
805
BSW Wealth Partners
Colorado
$515K +$160K +2,527 +45%
BFS
806
Bard Financial Services
Connecticut
$515K – – –
BF
807
BOK Financial
Oklahoma
$513K +$63 +1 +0%
NGA
808
Naples Global Advisors
Florida
$511K +$107K +1,680 +26%
MWM
809
Mission Wealth Management
California
$511K +$11.8K +186 +2%
AV
810
Alamea Verwaltungs
New Jersey
$508K +$508K +8,017 New
CG
811
CFO4Life Group
Texas
$508K -$6.72K -106 -1%
HTC
812
Haverford Trust Company
Pennsylvania
$504K +$15.9K +250 +3%
CC
813
Courier Capital
New York
$503K -$16.8K -265 -3%
TSWM
814
Triangle Securities Wealth Management
North Carolina
$500K – – –
GWMR
815
GC Wealth Management RIA
Massachusetts
$498K +$10.8K +170 +2%
AAP
816
Arax Advisory Partners
Colorado
$498K +$21.8K +344 +5%
TA
817
TFG Advisers
Michigan
$497K +$5.96K +94 +1%
VWM
818
Venturi Wealth Management
Texas
$497K -$62.5K -986 -11%
RB
819
Rodgers Brothers
Pennsylvania
$495K +$50.8K +802 +11%
SC
820
Syon Capital
California
$488K +$38.9K +614 +9%
AIP
821
Ameritas Investment Partners
Nebraska
$488K -$27.6K -436 -5%
B
822
Bailard
California
$487K +$119K +1,872 +32%
SPI
823
Strategic Planning Inc
Ohio
$485K +$485K +7,647 New
PCP
824
Proficio Capital Partners
Massachusetts
$483K +$26.5K +418 +6%
AP
825
Atwood & Palmer
Missouri
$482K -$6.34K -100 -1%
31 32
33
34 35