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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 %
CFG
1126
Cooper Financial Group
California
$274K -$15.4K -211 -5%
AWE
1127
Avidian Wealth Enterprises
Texas
$274K +$274K +3,741 New
CAM
1128
CPA Asset Management
Florida
$274K – – –
CGL
1129
Clarius Group LLC
Washington
$274K -$52.8K -722 -16%
PWA
1130
Prairie Wealth Advisors
Nebraska
$273K – – –
KCM
1131
Kornitzer Capital Management
Kansas
$270K – – –
EAM
1132
Evanson Asset Management
California
$270K – – –
HT
1133
Heritage Trust
Oklahoma
$269K – – –
CCT
1134
Capital City Trust
Florida
$269K -$11.1K -152 -4%
BOPW
1135
Brandywine Oak Private Wealth
Pennsylvania
$269K -$293 -4 -0.1%
PFM
1136
Patton Fund Management
Texas
$268K +$268K +3,667 New
MLL
1137
Moody Lynn & Lieberson
Massachusetts
$268K +$4.61K +63 +2%
MIC
1138
Meridian Investment Counsel
California
$266K -$14.6K -200 -5%
NAMP
1139
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$266K – – –
AIM
1140
Acropolis Investment Management
Missouri
$265K -$1.1K -15 -0.4%
LAM
1141
L2 Asset Management
Massachusetts
$264K +$1.17K +16 +0.4%
QC
1142
Quent Capital
New York
$264K -$13.9K -190 -5%
FIM
1143
Freedom Investment Management
Connecticut
$264K +$264K +3,603 New
WC
1144
Whitney & Co
New York
$263K -$24.7K -338 -9%
ET
1145
Equitable Trust
Tennessee
$263K – – –
PCM
1146
Penserra Capital Management
California
$263K -$333K -4,569 -56%
SN
1147
Sittner & Nelson
Oregon
$263K +$22K +300 +9%
CW
1148
Code Waechter
Florida
$261K +$13.8K +189 +6%
BCM
1149
Boltwood Capital Management
California
$261K +$261K +3,561 New
JSW
1150
Journey Strategic Wealth
New Jersey
$257K +$257K +3,516 New
44 45
46
47 48