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Carrier Global
CARR

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2% → 83.28% (-0.92%)

6% less funds holding

Funds holding: 1,584 → 1,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 12 → 4 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$247M
2
Ameriprise
Ameriprise
Minnesota
+$238M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$104M
4
CCM
Causeway Capital Management
California
+$99.6M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$99M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$241M
2
CWG
C WorldWide Group
Denmark
-$231M
3
Capital World Investors
Capital World Investors
California
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$109M
5
JP Morgan Chase
JP Morgan Chase
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
801
World Investment Advisors
California
$508K +$13.5K +199 +2%
AG
802
Ascent Group
Virginia
$504K -$204K -3,000 -26%
BF
803
BOK Financial
Oklahoma
$504K +$74.5K +1,096 +15%
CCB
804
Country Club Bank
Missouri
$501K +$1.56K +23 +0.3%
PVI
805
Pine Valley Investments
New Jersey
$501K +$1.56K +23 +0.3%
KLCM
806
KG&L Capital Management
Louisiana
$497K +$8.83K +130 +1%
ACM
807
Advisors Capital Management
New Jersey
$496K +$7.88K +116 +1%
SWM
808
Shakespeare Wealth Management
Wisconsin
$495K – – –
USCWA
809
U.S. Capital Wealth Advisors
Texas
$494K +$4.21K +62 +0.8%
PCM
810
Pointe Capital Management
Michigan
$491K – – –
BFM
811
Boothbay Fund Management
New York
$486K +$553K +8,140 New
TTWM
812
TCV Trust & Wealth Management
Virginia
$485K -$4.55K -67 -0.8%
SAM
813
Smartleaf Asset Management
Massachusetts
$485K +$250K +3,684 +82%
RB
814
Rodgers Brothers
Pennsylvania
$484K +$136 +2 +0%
LFAS
815
Level Four Advisory Services
Texas
$482K +$226K +3,330 +70%
CG
816
CFO4Life Group
Texas
$478K +$5.78K +85 +1%
CCA
817
Checchi Capital Advisers
California
$477K -$81.1K -1,194 -13%
VCA
818
Verdence Capital Advisors
Maryland
$474K -$83K -1,221 -13%
CI
819
Cigna Investments
Connecticut
$472K – – –
MWM
820
Mission Wealth Management
California
$472K +$4.62K +68 +0.9%
RAM
821
Riggs Asset Management
Pennsylvania
$472K +$338K +4,979 +171%
MWM
822
Meridian Wealth Management
Kentucky
$466K +$84.9K +1,250 +19%
LBC
823
Lowe Brockenbrough & Co
Virginia
$465K +$82.9K +1,220 +19%
FP
824
Financial Perspectives
Minnesota
$464K – – –
EAM
825
Erste Asset Management
Austria
$464K -$589K -8,668 -53%
31 32
33
34 35

CARR Hedge Fund Activity: Q3 2025 in Review

1,487 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2025, worth a combined $42.3B — down 20% from $53B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of CARR and 108 opened new positions — a net loss of 72 holders — while 580 trimmed existing stakes and 483 added.

The largest buyer was Capital International Investors, adding an estimated $247M. The largest seller was DZ Bank, cutting an estimated $241M.

  • 1,487 institutional investors held Carrier Global (CARR) as of Q3 2025, down from 1,584 in Q2 2025.
  • Funds reported $42.3B of Carrier Global stock for Q3 2025, down 20% quarter-over-quarter.
  • 108 funds opened new Carrier Global positions in Q3 2025 and 180 closed out, a net change of -72 holders.
  • The largest Carrier Global buyer in Q3 2025 was Capital International Investors, an estimated $247M added.
  • The largest Carrier Global seller in Q3 2025 was DZ Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2025.