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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 %
GD
1051
Grandfield & Dodd
New York
$274K – – –
NFA
1052
Northwest Financial Advisors
Virginia
$272K +$824 +13 +0.3%
CCFCSB
1053
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
MAWA
1054
Moss Adams Wealth Advisors
Washington
$272K +$7.16K +113 +3%
RDWM
1055
Red Door Wealth Management
Tennessee
$271K +$57.1K +900 +27%
BCG
1056
Breakwater Capital Group
New Jersey
$270K +$270K +4,266 New
DLA
1057
Douglas Lane & Associates
New York
$270K -$12.2K -192 -4%
WPW
1058
Waldron Private Wealth
Pennsylvania
$270K -$778K -12,276 -74%
CAMG
1059
CWA Asset Management Group
Florida
$269K +$3.99K +63 +2%
CCWM
1060
Cassaday & Co Wealth Management
Virginia
$268K -$7.17K -113 -3%
PBC
1061
Pavion Blue Capital
California
$267K – – –
TYCC
1062
Texas Yale Capital Corp
Florida
$267K -$6.34K -100 -2%
RCM
1063
Radnor Capital Management
Pennsylvania
$266K – – –
TFM
1064
TFC Financial Management
Massachusetts
$266K -$8.69K -137 -3%
NB
1065
Nicolet Bankshares
Wisconsin
$265K +$265K +4,184 New
AG
1066
AlTi Global
New York
$265K -$237K -3,733 -47%
UFA
1067
US Financial Advisors
Massachusetts
$265K – – –
TM
1068
TigerOak Management
New Mexico
$265K -$761 -12 -0.3%
PFA
1069
Pure Financial Advisors
California
$262K -$33.1K -522 -11%
CA
1070
Commerzbank Aktiengesellschaft
Germany
$261K – – –
Los Angeles Capital Management
1071
Los Angeles Capital Management
California
$260K -$23.6K -373 -8%
CT
1072
Chicago Trust
Illinois
$259K – – –
DOA
1073
D'Orazio & Associates
Virginia
$256K -$254 -4 -0.1%
JEST
1074
JTC Employer Solutions Trustee
Jersey
$256K – – –
CT
1075
ClearAlpha Technologies
Connecticut
$255K +$255K +4,029 New
41 42
43
44 45