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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 %
WIA
951
World Investment Advisors
California
$350K +$96.7K +1,525 +38%
CAM
952
Covenant Asset Management
New Jersey
$349K – – –
FCM
953
Fourpath Capital Management
Oklahoma
$346K – – –
AA
954
Ancora Advisors
Ohio
$345K -$15.2K -239 -4%
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$7.8K +123 +2%
PTC
956
Philadelphia Trust Company
Pennsylvania
$343K – – –
RWP
957
RWA Wealth Partners
Massachusetts
$342K +$18.7K +295 +6%
PAI
958
Pittenger & Anderson Inc
Nebraska
$342K – – –
AF
959
Arrow Financial
New York
$341K – – –
LI
960
LMCG Investments
Massachusetts
$339K -$380 -6 -0.1%
TPWM
961
Twelve Points Wealth Management
Massachusetts
$338K – – –
CPBTD
962
Central Pacific Bank - Trust Division
Hawaii
$335K -$5.45K -86 -2%
CWG
963
Cornerstone Wealth Group
North Carolina
$335K +$122K +1,926 +57%
ADL
964
Asset Dedication LLC
California
$334K -$7.74K -122 -2%
AA
965
Advisory Alpha
Michigan
$333K +$112K +1,761 +50%
CT
966
Clearstead Trust
Maine
$333K +$13.3K +209 +4%
ICP
967
Interchange Capital Partners
Pennsylvania
$332K +$2.85K +45 +0.9%
GCP
968
GSA Capital Partners
United Kingdom
$331K +$331K +5,225 New
MA
969
Mutual Advisors
Nebraska
$331K +$17.9K +298 +6%
MCM
970
Manchester Capital Management
Vermont
$330K +$2.47K +39 +0.8%
KOMWMG
971
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K – – –
PCA
972
Peddock Capital Advisors
Massachusetts
$327K -$190 -3 -0.1%
BA
973
Bridgewater Advisors
New York
$326K +$326K +5,357 New
FBT
974
First Bank & Trust
South Dakota
$325K +$21.2K +335 +7%
HIP
975
HUB Investment Partners
Texas
$323K -$3.8K -60 -1%
37 38
39
40 41