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Carrier Global
CARR

Overview Fund Activity

1,555 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
1,555
Holders Change
+53
Holders Change %
+3.53%
% of All Funds
20.84%
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 %
PPW
1126
Parcion Private Wealth
Washington
$275K +$3.81K +52 +1%
CFG
1127
Cooper Financial Group
California
$274K -$15.4K -211 -5%
AWE
1128
Avidian Wealth Enterprises
Texas
$274K +$274K +3,741 New
CAM
1129
CPA Asset Management
Florida
$274K – – –
CGL
1130
Clarius Group LLC
Washington
$274K -$52.8K -722 -16%
PWA
1131
Prairie Wealth Advisors
Nebraska
$273K – – –
KCM
1132
Kornitzer Capital Management
Kansas
$270K – – –
EAM
1133
Evanson Asset Management
California
$270K – – –
HT
1134
Heritage Trust
Oklahoma
$269K – – –
CCT
1135
Capital City Trust
Florida
$269K -$11.1K -152 -4%
BOPW
1136
Brandywine Oak Private Wealth
Pennsylvania
$269K -$293 -4 -0.1%
PFM
1137
Patton Fund Management
Texas
$268K +$268K +3,667 New
MLL
1138
Moody Lynn & Lieberson
Massachusetts
$268K +$4.61K +63 +2%
MIC
1139
Meridian Investment Counsel
California
$266K -$14.6K -200 -5%
NAMP
1140
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$266K – – –
AIM
1141
Acropolis Investment Management
Missouri
$265K -$1.1K -15 -0.4%
LAM
1142
L2 Asset Management
Massachusetts
$264K +$1.17K +16 +0.4%
QC
1143
Quent Capital
New York
$264K -$13.9K -190 -5%
FIM
1144
Freedom Investment Management
Connecticut
$264K +$264K +3,603 New
WC
1145
Whitney & Co
New York
$263K -$24.7K -338 -9%
ET
1146
Equitable Trust
Tennessee
$263K – – –
PCM
1147
Penserra Capital Management
California
$263K -$333K -4,569 -56%
SN
1148
Sittner & Nelson
Oregon
$263K +$22K +300 +9%
CW
1149
Code Waechter
Florida
$261K +$13.8K +189 +6%
BCM
1150
Boltwood Capital Management
California
$261K +$261K +3,561 New
44 45
46
47 48