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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 %
SWMP
1151
Signature Wealth Management Partners
New Jersey
$219K – – –
JIC
1152
Joel Isaacson & Co
New York
$218K +$1.08K +17 +0.5%
BSHC
1153
Breed's Hill Capital
Massachusetts
$218K – – –
BWM
1154
BKM Wealth Management
Wisconsin
$218K – – –
HIG
1155
Heritage Investment Group
Florida
$217K – – –
TPI
1156
Trust Point Inc
Wisconsin
$217K -$2.54K -40 -1%
OCBCO
1157
Oversea-Chinese Banking Corp (OCBC)
Singapore
$217K +$217K +3,424 New
OWA
1158
One Wealth Advisors
California
$215K +$215K +3,398 New
SFCL
1159
Strengthening Families & Communities LLC
Massachusetts
$215K – – –
APP
1160
Avantax Planning Partners
Iowa
$215K +$951 +15 +0.4%
WC
1161
Wynn Capital
Georgia
$215K – – –
CW
1162
Code Waechter
Florida
$214K +$10.4K +164 +5%
HWAM
1163
Hennion & Walsh Asset Management
New Jersey
$212K -$1.21K -19 -0.6%
ST
1164
Smithfield Trust
Pennsylvania
$211K – – –
OC
1165
Optima Capital
Oregon
$209K – – –
SN
1166
Sittner & Nelson
Oregon
$208K +$6.34K +100 +3%
AA
1167
Addison Advisors
Vermont
$207K -$254 -4 -0.1%
FFWA
1168
FRG Family Wealth Advisors
Washington
$206K – – –
MPI
1169
Mairs & Power Inc
Minnesota
$206K -$39.4K -621 -16%
PL
1170
Plancorp LLC
Missouri
$204K +$204K +3,225 New
WPP
1171
Whalerock Point Partners
Rhode Island
$204K – – –
PG
1172
Prostatis Group
Maryland
$203K +$1.65K +26 +0.8%
FFB
1173
First Financial Bankshares
Texas
$203K – – –
BC
1174
Barnett & Company
Tennessee
$203K – – –
KLCM
1175
KG&L Capital Management
Louisiana
$203K -$12.7K -240 -6%
45 46
47
48 49