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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 %
Capstone Investment Advisors
826
Capstone Investment Advisors
New York
$482K +$482K +7,606 New
SC
827
SummitTX Capital
Texas
$482K +$482K +7,600 New
CCC
828
Compass Capital Corp
Massachusetts
$479K -$164K -2,576 -25%
RT
829
Rockland Trust
Massachusetts
$479K -$22.2K -350 -4%
PSB
830
Piscataqua Savings Bank
New Hampshire
$479K +$10.1K +160 +2%
TSS
831
Two Sigma Securities
New York
$476K +$476K +7,509 New
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$474K +$41.5K +708 +10%
EWA
833
Exencial Wealth Advisors
Oklahoma
$469K -$38.5K -607 -8%
MBT
834
Montecito Bank & Trust
California
$469K -$4.18K -66 -0.9%
TCA
835
Transcend Capital Advisors
New Jersey
$465K +$54.9K +866 +13%
GVAG
836
Great Valley Advisor Group
Delaware
$465K -$139K -2,185 -23%
KP
837
Keel Point
Alabama
$465K +$19.8K +313 +4%
FWA
838
FSM Wealth Advisors
Ohio
$464K +$29.5K +466 +7%
AFG
839
Atomi Financial Group
New York
$462K +$122K +1,929 +36%
NAM
840
NTV Asset Management
West Virginia
$462K -$3.99K -63 -0.9%
FIM
841
Fruth Investment Management
Texas
$461K – – –
FHA
842
First Horizon Advisors
Tennessee
$456K -$41.2K -650 -8%
AOI
843
Auto-Owners Insurance
Michigan
$455K -$2.51M -10,828 -85%
LA
844
LVW Advisors
New York
$454K -$9.45K -149 -2%
PI
845
PFG Investments
New York
$453K -$6.02K -95 -1%
MPIA
846
Mountain Pacific Investment Advisers
Idaho
$452K -$12.7K -200 -3%
FRA
847
Frank Rimerman Advisors
California
$452K +$21.9K +346 +5%
SWM
848
Spire Wealth Management
Virginia
$449K -$6.21K -98 -1%
AWM
849
Axxcess Wealth Management
California
$445K -$27.7K -437 -6%
BAM
850
Berkshire Asset Management
Pennsylvania
$443K – – –
32 33
34
35 36