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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 %
MP
926
McDonald Partners
Ohio
$371K -$9.51K -150 -2%
CWM
927
Cornerstone Wealth Management
Missouri
$371K +$6.34K +100 +2%
MIM
928
Miller Investment Management
Pennsylvania
$370K – – –
RSWM
929
Robertson Stephens Wealth Management
California
$369K -$47.3K -746 -11%
KCM
930
KRS Capital Management
Michigan
$369K +$951 +15 +0.3%
FNT
931
First National Trust
Pennsylvania
$368K -$8.81K -139 -2%
HCM
932
Howland Capital Management
Massachusetts
$366K -$4.69K -74 -1%
EH
933
Equitable Holdings
New York
$366K +$25K +394 +7%
WWM
934
Western Wealth Management
Colorado
$365K -$45.5K -717 -11%
SAM
935
Smartleaf Asset Management
Massachusetts
$365K +$19K +300 +5%
CFAM
936
Center For Asset Management
Florida
$363K – – –
AIM
937
Anchor Investment Management
South Carolina
$363K – – –
ECM
938
Evergreen Capital Management
Washington
$361K -$22.2K -350 -6%
CTA
939
Colonial Trust Advisors
South Carolina
$360K – – –
BIG
940
Brooklyn Investment Group
New York
$359K +$130K +2,052 +57%
DBIA
941
Dumont & Blake Investment Advisors
New Jersey
$358K +$4.44K +70 +1%
SWM
942
SeaCrest Wealth Management
New York
$358K +$43.2K +682 +14%
PIM
943
Plato Investment Management
Australia
$357K – – –
NW
944
NewEdge Wealth
Pennsylvania
$356K +$125K +1,979 +54%
TWP
945
Tyche Wealth Partners
Texas
$356K – – –
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$354K – – –
WTA
947
Washington Trust Advisors
Massachusetts
$354K – – –
PA
948
Procyon Advisors
Connecticut
$353K -$12.8K -202 -4%
HS
949
Horan Securities
United States
$351K +$190 +3 +0.1%
SC
950
Sapient Capital
Indiana
$350K -$444 -7 -0.1%
36 37
38
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