CARR icon

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 %
AIM
1126
Acropolis Investment Management
Missouri
$231K -$5.52K -87 -2%
NAMP
1127
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$230K – – –
MA
1128
MONECO Advisors
Connecticut
$230K +$20.7K +327 +10%
SAI
1129
Savvy Advisors Inc
New York
$230K +$26.4K +416 +13%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$229K +$7.04K +111 +3%
FAM
1131
Formidable Asset Management
Ohio
$229K – – –
AUB
1132
Atlantic Union Bankshares
Virginia
$228K -$951 -15 -0.4%
ET
1133
Equitable Trust
Tennessee
$228K – – –
MLL
1134
Moody Lynn & Lieberson
Massachusetts
$228K – – –
LAM
1135
L2 Asset Management
Massachusetts
$228K +$20.5K +323 +10%
SMA
1136
Sage Mountain Advisors
Georgia
$226K -$25.4K -401 -10%
MFA
1137
Mayflower Financial Advisors
Massachusetts
$226K +$7.23K +114 +3%
RMDI
1138
R.M. Davis Inc
Maine
$226K +$33.6K +530 +17%
Wolverine Trading
1139
Wolverine Trading
Illinois
$225K +$225K +3,556 New
SA
1140
Strategic Advisors
New York
$224K +$571 +9 +0.3%
HDA
1141
Harold Davidson & Associates
California
$224K -$4.44K -70 -2%
COCM
1142
Charter Oak Capital Management
New Hampshire
$224K +$190 +3 +0.1%
OCPWS
1143
One Charles Private Wealth Services
Massachusetts
$223K +$9.64K +152 +5%
HA
1144
HC Advisors
Georgia
$222K – – –
WFI
1145
West Family Investments
California
$222K – – –
AWM
1146
Aberdeen Wealth Management
Illinois
$222K – – –
EL
1147
EWA LLC
Pennsylvania
$221K +$1.52K +24 +0.7%
NA
1148
Navellier & Associates
Nevada
$220K – – –
Koshinski Asset Management
1149
Koshinski Asset Management
Illinois
$220K +$220K +3,463 New
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$219K -$4.38K -69 -2%
44 45
46
47 48