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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 %
JSW
1151
Journey Strategic Wealth
New Jersey
$257K +$257K +3,516 New
MFA
1152
Mayflower Financial Advisors
Massachusetts
$256K -$4.98K -68 -2%
AWM
1153
Aberdeen Wealth Management
Illinois
$256K – – –
SFS
1154
Sowell Financial Services
Arkansas
$255K -$16.1K -220 -6%
SWMP
1155
Signature Wealth Management Partners
New Jersey
$253K – – –
BSHC
1156
Breed's Hill Capital
Massachusetts
$252K – – –
BWM
1157
BKM Wealth Management
Wisconsin
$251K – – –
HIG
1158
Heritage Investment Group
Florida
$251K – – –
PWP
1159
Phillips Wealth Planners
Mississippi
$251K -$4.94K -66 -2%
AWA
1160
Aaron Wealth Advisors
Illinois
$251K +$251K +3,423 New
SFCL
1161
Strengthening Families & Communities LLC
Massachusetts
$249K +$732 +10 +0.3%
DS
1162
DRW Securities
Illinois
$249K -$625K -8,540 -72%
EL
1163
EWA LLC
Pennsylvania
$248K -$7.46K -102 -3%
APP
1164
Avantax Planning Partners
Iowa
$248K -$659 -9 -0.3%
WC
1165
Wynn Capital
Georgia
$246K -$1.83K -25 -0.7%
IC
1166
Iconiq Capital
California
$245K -$190K -2,590 -44%
MA
1167
MONECO Advisors
Connecticut
$245K -$20K -273 -8%
AWM
1168
Accurate Wealth Management
Florida
$243K +$243K +3,168 New
ST
1169
Smithfield Trust
Pennsylvania
$242K – – –
HDA
1170
Harold Davidson & Associates
California
$242K -$16.5K -225 -6%
PWM
1171
Pines Wealth Management
North Carolina
$240K +$240K +3,175 New
AC
1172
Apella Capital
Connecticut
$239K +$239K +3,208 New
ATC
1173
Adirondack Trust Company
New York
$239K -$48.3K -660 -17%
AA
1174
Addison Advisors
Vermont
$239K +$293 +4 +0.1%
EFG
1175
Embree Financial Group
Illinois
$239K +$239K +3,265 New
45 46
47
48 49