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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 %
MCC
851
Malaga Cove Capital
California
$441K -$13.5K -213 -3%
CCT
852
Chemung Canal Trust
New York
$440K -$3.17K -50 -0.7%
RG
853
Rathbones Group
United Kingdom
$439K +$16.7K +264 +4%
HWM
854
Hohimer Wealth Management
Washington
$438K – – –
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$437K +$17.3K +273 +4%
FCI
856
Financial Counselors Inc
Kansas
$436K -$112K -1,769 -20%
BIA
857
Bell Investment Advisors
California
$433K +$1.9K +30 +0.4%
DCM
858
Donaldson Capital Management
Indiana
$433K +$5.45K +86 +1%
FCCM
859
First City Capital Management
Georgia
$432K -$173K -2,725 -29%
BFO
860
Boston Family Office
Massachusetts
$431K +$431K +6,800 New
FNB
861
Farmers National Bank
Kentucky
$430K -$1.14K -18 -0.3%
EP
862
Edgestream Partners
New Jersey
$430K -$1.39M -21,883 -76%
FFA
863
Fortune Financial Advisors
Kansas
$428K +$571 +9 +0.1%
ILI
864
Invesco LLC (Illinois)
Illinois
$426K -$75.2K -1,186 -15%
HI
865
Harbour Investments
Wisconsin
$425K -$26.2K -413 -6%
DJSG
866
D.J. St. Germain
Massachusetts
$425K +$14.4K +227 +4%
MNA
867
Manning & Napier Advisors
New York
$424K -$19.6K -309 -4%
CPIG
868
Chicago Partners Investment Group
Illinois
$424K +$11.8K +168 +3%
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
$423K -$6.28K -99 -1%
AIM
870
Athena Investment Management
California
$422K -$3.17K -50 -0.7%
ACM
871
Argent Capital Management
Missouri
$422K – – –
FTC
872
Farmers Trust Company
Ohio
$422K -$52.1K -822 -11%
WSCM
873
Wellington Shields Capital Management
New York
$422K – – –
FIA
874
Foundations Investment Advisors
Arizona
$420K +$40K +631 +11%
WAP
875
Wealthcare Advisory Partners
Pennsylvania
$419K -$68.9K -1,087 -14%
33 34
35
36 37