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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
AFG
851
Atomi Financial Group
New York
$422K -$9.58K -141 -2%
SOW
852
State of Wyoming
Wyoming
$421K +$300K +4,416 +167%
Los Angeles Capital Management
853
Los Angeles Capital Management
California
$420K -$13.2M -194,227 -97%
RIL
854
Rothschild Investment LLC
Illinois
$416K +$46.9K +690 +11%
MCC
855
Malaga Cove Capital
California
$415K +$27.2K +400 +6%
BCG
856
Breakwater Capital Group
New Jersey
$413K +$31.8K +468 +7%
HWM
857
Hohimer Wealth Management
Washington
$412K – – –
MCM
858
Mengis Capital Management
Oregon
$412K – – –
IC
859
IEQ Capital
California
$411K -$1.56M -22,908 -77%
EH
860
Equitable Holdings
New York
$409K +$103K +1,516 +28%
AIM
861
Acropolis Investment Management
Missouri
$408K +$132K +1,949 +54%
BAM
862
Blueshift Asset Management
New Jersey
$406K +$153K +2,247 +49%
BIA
863
Bell Investment Advisors
California
$406K -$1.56K -23 -0.3%
BFO
864
Boston Family Office
Massachusetts
$406K – – –
B
865
Bailard
California
$405K -$1.09K -16 -0.2%
FCCM
866
First City Capital Management
Georgia
$405K -$2.24K -33 -0.5%
AUB
867
Atlantic Union Bankshares
Virginia
$403K +$35.1K +516 +8%
HTC
868
Haverford Trust Company
Pennsylvania
$403K -$57.2K -842 -11%
FTC
869
Farmers Trust Company
Ohio
$401K +$4.28K +63 +0.9%
NAM
870
NTV Asset Management
West Virginia
$400K -$39.7K -585 -8%
FNB
871
Farmers National Bank
Kentucky
$400K -$6.11K -90 -1%
AIM
872
Athena Investment Management
California
$398K – – –
ACM
873
Argent Capital Management
Missouri
$398K – – –
ILI
874
Invesco LLC (Illinois)
Illinois
$397K – – –
WSCM
875
Wellington Shields Capital Management
New York
$397K – – –
33 34
35
36 37

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.