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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 %
PWP
1176
Phillips Wealth Planners
Mississippi
$202K +$474 +8 +0.2%
GWCM
1177
Godshalk Welsh Capital Management
Pennsylvania
$201K – – –
SIA
1178
Schechter Investment Advisors
Michigan
$201K +$201K +3,168 New
EIA
1179
Edgemoor Investment Advisors
Maryland
$200K – – –
BTI
1180
Blue Trust Inc
Georgia
$198K -$22.6K -356 -10%
AEPWM
1181
Atlantic Edge Private Wealth Management
Florida
$195K – – –
LFG
1182
Larson Financial Group
Missouri
$195K +$42K +663 +28%
SSB
1183
Sandy Spring Bank
Maryland
$194K -$2.35K -37 -1%
FMTCOCP
1184
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$194K – – –
CAM
1185
Costello Asset Management
Pennsylvania
$192K +$184K +2,901 +2,321%
Cohen & Steers
1186
Cohen & Steers
New York
$190K +$190K +3,000 New
CSC
1187
Caldwell Sutter Capital
California
$185K -$6.34K -100 -3%
RAM
1188
Riggs Asset Management
Pennsylvania
$185K – – –
CAM
1189
Cacti Asset Management
Georgia
$184K -$2.46M -38,840 -93%
CB
1190
Community Bank
New York
$182K -$448K -7,070 -71%
AWM
1191
AllSquare Wealth Management
New York
$182K – – –
HBT
1192
Hills Bank & Trust
Iowa
$177K +$177K +2,788 New
SC
1193
Steph & Co
Wisconsin
$174K +$13.7K +216 +9%
ACA
1194
Atlas Capital Advisors
Wyoming
$173K – – –
CCMI
1195
Creative Capital Management Investments
California
$172K – – –
FLP
1196
Financial Life Planners
Arizona
$170K +$571 +9 +0.3%
WPA
1197
Wealth Preservation Advisors
Tennessee
$167K +$167K +2,636 New
CH
1198
Cromwell Holdings
Wyoming
$164K – – –
HIA
1199
Harbor Investment Advisory
Maryland
$163K -$21.7K -343 -12%
CAL
1200
Capital Analysts LLC
Pennsylvania
$158K +$25.6K +405 +19%
46 47
48
49 50