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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 %
AC
901
AXQ Capital
New Jersey
$388K +$388K +6,123 New
LCM
902
LCM Capital Management
Illinois
$387K -$3.11K -49 -0.8%
TIA
903
Tiemann Investment Advisors
California
$386K – – –
FFS
904
Founders Financial Securities
Maryland
$386K +$14.8K +244 +4%
JMFC
905
J.M. Forbes & Co
Massachusetts
$386K – – –
SAM
906
S.A. Mason
Michigan
$384K +$1.33K +21 +0.3%
GIM
907
Groesbeck Investment Management
New Jersey
$383K -$80.1K -1,263 -17%
FI
908
Fractal Investments
Connecticut
$382K -$272K -4,286 -42%
GSIAS
909
Garden State Investment Advisory Services
New Jersey
$382K +$1.27K +20 +0.3%
HBW
910
Hazlett, Burt & Watson
West Virginia
$382K -$17.3K -272 -4%
WIC
911
Woodmont Investment Counsel
Tennessee
$381K – – –
SLT
912
St Louis Trust
Missouri
$380K – – –
SFM
913
Systematic Financial Management
New Jersey
$380K – – –
BL
914
Bleichroeder LP
New York
$380K – – –
CC
915
Carlson Capital
Texas
$380K +$380K +6,000 New
IFWM
916
Institute for Wealth Management
Colorado
$380K -$1.71K -27 -0.4%
CCA
917
Cobblestone Capital Advisors
New York
$379K -$19K -300 -5%
IC
918
Iconiq Capital
California
$377K +$377K +5,944 New
LS
919
Livforsakringsbolaget Skandia
Sweden
$376K -$50.7K -800 -12%
FFA
920
Founders Financial Alliance
North Carolina
$375K -$1.14K -18 -0.3%
GCM
921
GKV Capital Management
California
$374K -$40K -631 -10%
BFM
922
Boothbay Fund Management
New York
$374K -$33.3K -526 -8%
PCIG
923
Partners Capital Investment Group
Massachusetts
$372K +$372K +5,874 New
LIM
924
Leavell Investment Management
Alabama
$372K -$3.61K -57 -1%
EC
925
EntryPoint Capital
New York
$371K +$371K +5,859 New
35 36
37
38 39