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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 %
CA
1026
Capital Advantage
California
$292K – – –
CWM
1027
Challenger Wealth Management
California
$292K +$38K +600 +15%
TNB
1028
Thomasville National Bank
Georgia
$290K +$2.03K +32 +0.7%
GBT
1029
Grove Bank & Trust
Florida
$290K +$43.7K +690 +18%
CWC
1030
Carolinas Wealth Consulting
North Carolina
$290K -$317 -5 -0.1%
JAG
1031
Journey Advisory Group
Kentucky
$288K -$18.4K -290 -6%
OIA
1032
Optimum Investment Advisors
Illinois
$288K – – –
MSWA
1033
Marshall & Sterling Wealth Advisors
New York
$288K +$21.2K +335 +8%
Financial Engines Advisors
1034
Financial Engines Advisors
California
$288K +$3.23K +51 +1%
SVCP
1035
Silicon Valley Capital Partners
California
$288K +$288K +4,545 New
TVAMP
1036
Tennessee Valley Asset Management Partners
Tennessee
$287K +$888 +14 +0.3%
CIC
1037
Crawford Investment Counsel
Georgia
$286K +$3.8K +60 +1%
HWA
1038
HCR Wealth Advisors
California
$284K +$63 +1 +0%
BA
1039
Bridgewater Associates
Connecticut
$284K +$37.3K +589 +15%
AA
1040
Alta Advisers
United Kingdom
$283K +$283K +4,463 New
CGL
1041
Clarius Group LLC
Washington
$283K -$7.93K -125 -3%
CCA
1042
Childress Capital Advisors
Texas
$283K -$5.01K -79 -2%
LA
1043
Legacy Advisors
Pennsylvania
$282K +$10.5K +165 +4%
BMM
1044
Berkshire Money Management
Massachusetts
$281K – – –
SL
1045
Sentry LLC
Tennessee
$280K – – –
FDS
1046
Freedom Day Solutions
Texas
$279K -$105K -1,657 -27%
PPWP
1047
Premier Path Wealth Partners
New Jersey
$278K +$17.2K +271 +7%
SSWM
1048
Sheets Smith Wealth Management
North Carolina
$275K – – –
HW
1049
Hancock Whitney
Mississippi
$275K +$6.91K +109 +3%
LB
1050
Legacy Bridge
Iowa
$275K -$1.9K -30 -0.7%
40 41
42
43 44