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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 %
CI
1001
Conning Inc
Connecticut
$311K – – –
CT
1002
Colonial Trust
South Carolina
$311K -$17.1K -269 -5%
GWM
1003
GSB Wealth Management
Connecticut
$309K +$2.98K +47 +1%
LFAS
1004
Level Four Advisory Services
Texas
$309K +$951 +15 +0.3%
SWA
1005
Stratos Wealth Advisors
Ohio
$308K +$26.2K +413 +9%
GFA
1006
Gallagher Fiduciary Advisors
Illinois
$308K -$1.14K -18 -0.4%
VI
1007
Versor Investments
New York
$308K +$66.8K +1,053 +28%
CPA
1008
Court Place Advisors
Maryland
$307K -$16.9K -267 -5%
NB
1009
Northwest Bancshares
Pennsylvania
$304K -$24.1K -380 -7%
FMLI
1010
Fukoku Mutual Life Insurance
Japan
$304K – – –
VA
1011
VestGen Advisors
Illinois
$304K +$304K +4,793 New
NHT
1012
New Hampshire Trust
New Hampshire
$303K -$41.5K -655 -12%
MPWT
1013
MassMutual Private Wealth & Trust
Connecticut
$303K -$16.2K -256 -5%
OAM
1014
Ostrum Asset Management
France
$300K -$7.93K -125 -3%
CIC
1015
Carnegie Investment Counsel
Ohio
$299K +$299K +4,907 New
CHAM
1016
Clear Harbor Asset Management
Connecticut
$299K -$14.8K -233 -5%
VA
1017
Valmark Advisers
Ohio
$299K -$3.93K -62 -1%
FCM
1018
Fire Capital Management
California
$297K – – –
BAAM
1019
Baker Avenue Asset Management
California
$297K +$109K +1,718 +58%
NDSI
1020
Newman Dignan & Sheerar Inc
Rhode Island
$297K – – –
WANY
1021
Wealthspire Advisors (New York)
New York
$296K +$12.9K +203 +5%
MPM
1022
MBB Public Markets
Illinois
$295K +$295K +4,659 New
GWM
1023
Gitterman Wealth Management
New Jersey
$293K +$293K +4,617 New
DDC
1024
DF Dent & Co
Maryland
$293K – – –
AWM
1025
Angeles Wealth Management
California
$292K +$15K +237 +5%
39 40
41
42 43