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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 %
MFA
1151
Mayflower Financial Advisors
Massachusetts
$256K -$4.98K -68 -2%
AWM
1152
Aberdeen Wealth Management
Illinois
$256K – – –
SFS
1153
Sowell Financial Services
Arkansas
$255K -$16.1K -220 -6%
SWMP
1154
Signature Wealth Management Partners
New Jersey
$253K – – –
BSHC
1155
Breed's Hill Capital
Massachusetts
$252K – – –
BWM
1156
BKM Wealth Management
Wisconsin
$251K – – –
HIG
1157
Heritage Investment Group
Florida
$251K – – –
PWP
1158
Phillips Wealth Planners
Mississippi
$251K -$4.94K -66 -2%
AWA
1159
Aaron Wealth Advisors
Illinois
$251K +$251K +3,423 New
SFCL
1160
Strengthening Families & Communities LLC
Massachusetts
$249K +$732 +10 +0.3%
DS
1161
DRW Securities
Illinois
$249K -$625K -8,540 -72%
EL
1162
EWA LLC
Pennsylvania
$248K -$7.46K -102 -3%
APP
1163
Avantax Planning Partners
Iowa
$248K -$659 -9 -0.3%
WC
1164
Wynn Capital
Georgia
$246K -$1.83K -25 -0.7%
IC
1165
Iconiq Capital
California
$245K -$190K -2,590 -44%
MA
1166
MONECO Advisors
Connecticut
$245K -$20K -273 -8%
AWM
1167
Accurate Wealth Management
Florida
$243K +$243K +3,168 New
ST
1168
Smithfield Trust
Pennsylvania
$242K – – –
HDA
1169
Harold Davidson & Associates
California
$242K -$16.5K -225 -6%
PWM
1170
Pines Wealth Management
North Carolina
$240K +$240K +3,175 New
AC
1171
Apella Capital
Connecticut
$239K +$239K +3,208 New
ATC
1172
Adirondack Trust Company
New York
$239K -$48.3K -660 -17%
AA
1173
Addison Advisors
Vermont
$239K +$293 +4 +0.1%
EFG
1174
Embree Financial Group
Illinois
$239K +$239K +3,265 New
ATPW
1175
Ashton Thomas Private Wealth
Arizona
$239K +$239K +3,263 New
45 46
47
48 49