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Carrier Global
CARR

Overview Fund Activity

1,555 hedge funds and large institutions have $52.6B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 527 increasing their positions, 565 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,555
Holders Change
+53
Holders Change %
+3.53%
% of All Funds
20.84%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
169
Increased
527
Reduced
565
Closed
88
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
2
DZ Bank
DZ Bank
Germany
+$251M
3
Jane Street
Jane Street
New York
+$181M
4
Artisan Partners
Artisan Partners
Wisconsin
+$141M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$130M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$377M
2
Capital International Investors
Capital International Investors
California
-$290M
3
Squarepoint
Squarepoint
New York
-$193M
4
Dodge & Cox
Dodge & Cox
California
-$111M
5
UBS Group
UBS Group
Switzerland
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
951
Principal Street Partners
Tennessee
$412K +$412K +5,634 New
TWP
952
Tyche Wealth Partners
Texas
$411K +$73 +1 +0%
VCM
953
Virtue Capital Management
Tennessee
$410K +$43.7K +597 +12%
PFSC
954
Peoples Financial Services Corp
Pennsylvania
$409K – – –
WTA
955
Washington Trust Advisors
Massachusetts
$408K – – –
CTA
956
Colonial Trust Advisors
South Carolina
$408K -$7.32K -100 -2%
ECM
957
Evergreen Capital Management
Washington
$407K -$9.59K -131 -2%
SAA
958
Southeast Asset Advisors
Georgia
$407K +$407K +5,560 New
KCM
959
KRS Capital Management
Michigan
$406K -$19.8K -271 -5%
HS
960
Horan Securities
United States
$405K +$220 +3 +0.1%
PWMAG
961
Pinnacle Wealth Management Advisory Group
New Jersey
$405K +$7.91K +108 +2%
CAM
962
Covenant Asset Management
New Jersey
$403K – – –
FCM
963
Fourpath Capital Management
Oklahoma
$399K – – –
MS
964
Maven Securities
Jersey
$399K -$619K -8,459 -61%
FSA
965
Franklin Street Advisors
North Carolina
$396K -$54.9K -750 -12%
PTC
966
Philadelphia Trust Company
Pennsylvania
$396K – – –
AA
967
Ancora Advisors
Ohio
$395K -$4.17K -57 -1%
CCC
968
Compass Capital Corp
Massachusetts
$392K -$182K -2,398 -32%
AM
969
AGF Management
Ontario, Canada
$391K -$231K -3,153 -37%
TPWM
970
Twelve Points Wealth Management
Massachusetts
$391K – – –
CFAM
971
Center For Asset Management
Florida
$391K – – –
LI
972
LMCG Investments
Massachusetts
$390K -$586 -8 -0.1%
EH
973
Equitable Holdings
New York
$390K -$32.9K -449 -8%
ICP
974
Interchange Capital Partners
Pennsylvania
$389K +$5.71K +78 +1%
SC
975
Sapient Capital
Indiana
$389K -$15.4K -210 -4%
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