CARR icon

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 %
WT
876
Washington Trust
Rhode Island
$419K -$82.7K -1,305 -17%
AP
877
Americana Partners
Texas
$418K -$5.71K -90 -1%
GPI
878
General Partner Inc
Pennsylvania
$417K – – –
SC
879
SouthState Corp
Florida
$417K -$7.86K -124 -2%
VAS
880
Vestmark Advisory Solutions
Massachusetts
$414K +$414K +6,530 New
SCA
881
Stonebridge Capital Advisors
Minnesota
$412K -$6.66K -105 -2%
TH
882
TCTC Holdings
Texas
$412K – – –
ESB
883
Essex Savings Bank
Connecticut
$409K -$7.04K -111 -2%
WBCM
884
Wilson & Boucher Capital Management
California
$409K +$63 +1 +0%
FM
885
Foster & Motley
Ohio
$406K -$168K -2,648 -29%
RSWA
886
Robinson Smith Wealth Advisors
Maine
$403K – – –
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$402K – – –
RIL
888
Rothschild Investment LLC
Illinois
$402K +$1.4K +22 +0.3%
ACIM
889
Azimuth Capital Investment Management
Michigan
$400K -$46.2K -728 -10%
RA
890
Ransom Advisory
Rhode Island
$400K +$400K +6,304 New
SS
891
Sunbelt Securities
Texas
$398K -$88.3K -1,393 -18%
MWM
892
Meridian Wealth Management
Kentucky
$398K +$15.2K +240 +4%
BS
893
Banco Santander
Spain
$397K +$52.7K +832 +15%
KFS
894
Keynote Financial Services
Connecticut
$397K -$31.7K -500 -7%
FP
895
Financial Perspectives
Minnesota
$397K +$63 +1 +0%
MIM
896
Marco Investment Management
Georgia
$397K – – –
MAM
897
Mystic Asset Management
Rhode Island
$394K -$30.1K -475 -7%
Members Trust
898
Members Trust
Florida
$393K -$7.48K -118 -2%
FSA
899
Franklin Street Advisors
North Carolina
$391K +$56.5K +890 +17%
SCM
900
SCS Capital Management
Massachusetts
$390K +$390K +6,144 New
34 35
36
37 38