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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 %
CFP
1101
Catalyst Financial Partners
Massachusetts
$243K +$8.24K +130 +4%
CCT
1102
Capital City Trust
Florida
$243K -$87.8K -1,385 -27%
PFP
1103
Pinnacle Financial Partners
Tennessee
$243K -$111K -1,722 -31%
AWP
1104
Abacus Wealth Partners
California
$242K +$23.1K +365 +11%
MWP
1105
Madison Wealth Partners
Wisconsin
$242K – – –
NFC
1106
Northeast Financial Consultants
Connecticut
$241K – – –
DTC
1107
Davidson Trust Company
Washington
$241K – – –
QC
1108
Quent Capital
New York
$241K +$31.4K +495 +15%
TAM
1109
Todd Asset Management
Kentucky
$240K – – –
AWM
1110
Aries Wealth Management
Maine
$238K – – –
AFA
1111
AA Financial Advisors
Ohio
$238K -$126K -1,990 -35%
LFS
1112
Leibman Financial Services
Nebraska
$238K – – –
CAM
1113
CPA Asset Management
Florida
$237K – – –
EI
1114
Ellevest Inc
New York
$237K +$22.5K +355 +10%
IP
1115
Ignite Planners
California
$237K -$698 -10 -0.3%
PP
1116
PDS Planning
Ohio
$236K +$36.2K +571 +18%
PWA
1117
Prairie Wealth Advisors
Nebraska
$236K – – –
PPW
1118
Parcion Private Wealth
Washington
$235K – – –
SFS
1119
Sowell Financial Services
Arkansas
$234K +$234K +3,699 New
KCM
1120
Kornitzer Capital Management
Kansas
$234K – – –
EAM
1121
Evanson Asset Management
California
$234K +$234K +3,688 New
HT
1122
Heritage Trust
Oklahoma
$233K -$95.9K -1,512 -29%
BOPW
1123
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
TA
1124
Townsend & Associates
Colorado
$233K – – –
SCM
1125
Sterling Capital Management
North Carolina
$231K +$2.41K +38 +1%
43 44
45
46 47