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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 %
HFP
976
Holistic Financial Partners
Indiana
$322K +$3.49K +55 +1%
CA
977
Cambridge Advisors
Nebraska
$322K – – –
SYBT
978
Stock Yards Bank & Trust
Kentucky
$322K -$17.4K -275 -5%
TBC
979
Ted Buchan & Co
California
$321K – – –
DAS
980
Dynamic Advisor Solutions
Arizona
$321K +$697 +11 +0.2%
NFC
981
Northstar Financial Companies
Pennsylvania
$321K -$4.37K -69 -1%
SMCM
982
Sky-Mountain Capital Management
Idaho
$321K +$321K +5,059 New
FCMC
983
Founders Capital Management (Connecticut)
Connecticut
$320K – – –
MPPW
984
Mitchell & Pahl Private Wealth
Oklahoma
$319K -$3.23K -51 -1%
HCM
985
Howard Capital Management
Georgia
$319K -$38.2K -602 -11%
SFP
986
Sterling Financial Planning
New Jersey
$319K – – –
VCM
987
Virtue Capital Management
Tennessee
$318K +$318K +5,009 New
CH
988
Canton Hathaway
Rhode Island
$317K – – –
LGF
989
LGT Group Foundation
Liechtenstein
$317K – – –
CAS
990
CTC Alternative Strategies
Illinois
$317K +$317K +5,000 New
FHA
991
Flagship Harbor Advisors
Massachusetts
$317K -$28.6K -451 -8%
NIM
992
Northeast Investment Management
Massachusetts
$316K -$63 -1 -0%
LBC
993
Lowe Brockenbrough & Co
Virginia
$315K – – –
EWA
994
EverSource Wealth Advisors
Alabama
$315K -$60.9K -961 -16%
NECFA
995
New England Capital Financial Advisors
Connecticut
$315K -$17.8K -281 -5%
PCP
996
Perbak Capital Partners
United Kingdom
$315K +$315K +4,964 New
HWMO
997
Heritage Wealth Management (Ohio)
Ohio
$314K -$69K -1,088 -18%
IAN
998
Integrated Advisors Network
Texas
$312K -$6.91K -109 -2%
PAS
999
PKS Advisory Services
New York
$312K +$1.9K +30 +0.6%
EWM
1000
Endowment Wealth Management
Wisconsin
$311K +$7.17K +113 +2%
38 39
40
41 42