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Carrier Global
CARR

Overview Fund Activity

1,554 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
1,554
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.83%
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 %
SWM
1026
SeaCrest Wealth Management
New York
$346K -$66.9K -914 -16%
IP
1027
Ignite Planners
California
$345K +$84.8K +1,106 +33%
GWM
1028
Gitterman Wealth Management
New Jersey
$344K +$6.3K +86 +2%
Financial Engines Advisors
1029
Financial Engines Advisors
California
$344K +$11.8K +161 +4%
PAM
1030
Paradigm Asset Management
New York
$344K +$234K +3,200 +213%
CHAM
1031
Clear Harbor Asset Management
Connecticut
$344K -$1.54K -21 -0.4%
FCM
1032
Fire Capital Management
California
$343K – – –
NDSI
1033
Newman Dignan & Sheerar Inc
Rhode Island
$343K – – –
PFA
1034
Pure Financial Advisors
California
$342K +$39.4K +539 +13%
CPA
1035
Court Place Advisors
Maryland
$341K -$12.8K -175 -4%
CI
1036
Conning Inc
Connecticut
$341K -$17.5K -239 -5%
CWM
1037
Challenger Wealth Management
California
$339K +$2.49K +34 +0.7%
SAI
1038
Savvy Advisors Inc
New York
$339K +$74.1K +1,012 +28%
BMM
1039
Berkshire Money Management
Massachusetts
$339K +$14.6K +200 +5%
OAM
1040
Ostrum Asset Management
France
$336K -$9.66K -132 -3%
SMCM
1041
Sky-Mountain Capital Management
Idaho
$336K – – –
CA
1042
Cambridge Advisors
Nebraska
$336K -$36.6K -500 -10%
AWM
1043
Angeles Wealth Management
California
$334K -$3.59K -49 -1%
BAM
1044
Blueshift Asset Management
New Jersey
$334K +$334K +4,561 New
OIA
1045
Optimum Investment Advisors
Illinois
$333K – – –
SAM
1046
Smartleaf Asset Management
Massachusetts
$332K -$91.8K -1,246 -22%
RWM
1047
Ritholtz Wealth Management
New York
$332K +$41.8K +571 +14%
MSWA
1048
Marshall & Sterling Wealth Advisors
New York
$332K -$438 -6 -0.1%
CCA
1049
Childress Capital Advisors
Texas
$331K +$4.39K +60 +1%
TNB
1050
Thomasville National Bank
Georgia
$330K -$4.98K -68 -1%
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