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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 %
RRA
1076
Round Rock Advisors
Connecticut
$255K +$824 +13 +0.3%
SFG
1077
Sovereign Financial Group
Connecticut
$255K -$4.12K -65 -2%
TW
1078
Transform Wealth
Colorado
$254K – – –
MCA
1079
MSH Capital Advisors
Arizona
$254K -$3.17K -50 -1%
WFAG
1080
Wescott Financial Advisory Group
Pennsylvania
$253K +$3.23K +51 +1%
TFS
1081
Thoroughbred Financial Services
Tennessee
$253K -$15.8K -250 -6%
RWA
1082
Redhawk Wealth Advisors
Minnesota
$253K +$1.71K +27 +0.7%
RWM
1083
Ritholtz Wealth Management
New York
$252K +$63.8K +1,007 +34%
CFG
1084
Cooper Financial Group
California
$251K +$25.4K +400 +11%
IBOK
1085
Independence Bank of Kentucky
Kentucky
$251K -$15.9K -250 -6%
BST
1086
Bath Savings Trust
Maine
$250K -$38K -600 -13%
MF
1087
Montis Financial
Massachusetts
$250K -$9.45K -149 -4%
WC
1088
Whitney & Co
New York
$250K – – –
NL
1089
NWAM LLC
Washington
$249K +$30.2K +476 +14%
BW
1090
BIP Wealth
Georgia
$249K -$26.3K -415 -10%
MCM
1091
Marathon Capital Management
Maryland
$249K +$127 +2 +0.1%
ATC
1092
Adirondack Trust Company
New York
$249K -$6.34K -100 -2%
IIC
1093
Ironwood Investment Counsel
Arizona
$248K -$45.8K -722 -16%
OPCM
1094
Osborne Partners Capital Management
California
$248K -$34.6K -545 -12%
FAFN
1095
First Affirmative Financial Network
Colorado
$248K -$22.8K -360 -8%
SQA
1096
Simon Quick Advisors
New Jersey
$247K +$42K +663 +20%
RZH
1097
Relyea Zuckerberg Hanson
Connecticut
$245K -$50.7K -799 -17%
FFC
1098
First Financial Corp
Indiana
$245K – – –
MIC
1099
Meridian Investment Counsel
California
$243K -$57.6K -908 -19%
SCM
1100
Stevens Capital Management
Pennsylvania
$243K +$243K +3,840 New
42 43
44
45 46