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Carrier Global
CARR

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2% → 83.28% (-0.92%)

6% less funds holding

Funds holding: 1,584 → 1,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 12 → 4 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$247M
2
Ameriprise
Ameriprise
Minnesota
+$238M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$104M
4
CCM
Causeway Capital Management
California
+$99.6M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$99M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$241M
2
CWG
C WorldWide Group
Denmark
-$231M
3
Capital World Investors
Capital World Investors
California
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$109M
5
JP Morgan Chase
JP Morgan Chase
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1001
Financial Engines Advisors
California
$297K +$18.3K +270 +6%
CIC
1002
Carnegie Investment Counsel
Ohio
$296K -$58.2K -857 -15%
Empower Advisory Group
1003
Empower Advisory Group
Colorado
$292K +$333K +4,899 New
EI
1004
Ellevest Inc
New York
$291K +$58.2K +856 +21%
PPWP
1005
Premier Path Wealth Partners
New Jersey
$291K -$5.98K -88 -2%
SWA
1006
Stratos Wealth Advisors
Ohio
$291K +$204 +3 +0.1%
GWM
1007
GSB Wealth Management
Connecticut
$290K -$1.83K -27 -0.6%
BA
1008
Bridgewater Advisors
New York
$290K -$10.2K -150 -3%
Koshinski Asset Management
1009
Koshinski Asset Management
Illinois
$290K +$55.7K +820 +20%
DCM
1010
Donaldson Capital Management
Indiana
$289K -$10.6K -156 -3%
WANY
1011
Wealthspire Advisors (New York)
New York
$289K -$28.9K -425 -8%
GFA
1012
Gallagher Fiduciary Advisors
Illinois
$289K -$30K -441 -8%
CIC
1013
Crawford Investment Counsel
Georgia
$289K +$6.11K +90 +2%
SMCM
1014
Sky-Mountain Capital Management
Idaho
$287K – – –
DFCM
1015
Dark Forest Capital Management
Puerto Rico
$287K +$326K +4,805 New
NHT
1016
New Hampshire Trust
New Hampshire
$286K – – –
GAG
1017
GM Advisory Group
New York
$285K +$272 +4 +0.1%
RWA
1018
Redhawk Wealth Advisors
Minnesota
$284K +$51.2K +754 +19%
NECFA
1019
New England Capital Financial Advisors
Connecticut
$284K -$15.3K -225 -5%
CTA
1020
Colonial Trust Advisors
South Carolina
$283K -$56K -825 -15%
SYBT
1021
Stock Yards Bank & Trust
Kentucky
$283K -$17K -250 -5%
DTC
1022
Davidson Trust Company
Washington
$282K +$62.8K +925 +24%
GIM
1023
Groesbeck Investment Management
New Jersey
$281K +$22.6K +333 +8%
PAM
1024
Paradigm Asset Management
New York
$281K – – –
CHAM
1025
Clear Harbor Asset Management
Connecticut
$280K – – –
39 40
41
42 43

CARR Hedge Fund Activity: Q3 2025 in Review

1,487 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2025, worth a combined $42.3B — down 20% from $53B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of CARR and 108 opened new positions — a net loss of 72 holders — while 580 trimmed existing stakes and 483 added.

The largest buyer was Capital International Investors, adding an estimated $247M. The largest seller was DZ Bank, cutting an estimated $241M.

  • 1,487 institutional investors held Carrier Global (CARR) as of Q3 2025, down from 1,584 in Q2 2025.
  • Funds reported $42.3B of Carrier Global stock for Q3 2025, down 20% quarter-over-quarter.
  • 108 funds opened new Carrier Global positions in Q3 2025 and 180 closed out, a net change of -72 holders.
  • The largest Carrier Global buyer in Q3 2025 was Capital International Investors, an estimated $247M added.
  • The largest Carrier Global seller in Q3 2025 was DZ Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2025.