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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 %
BCA
1201
Bay Colony Advisors
Massachusetts
$228K +$228K +3,109 New
BBNB
1202
Baker Boyer National Bank
Washington
$227K +$227K +3,107 New
CBA
1203
Coastal Bridge Advisors
Connecticut
$227K +$227K +3,096 New
MCC
1204
Money Concepts Capital
Florida
$226K +$226K +3,093 New
BTI
1205
Blue Trust Inc
Georgia
$226K -$2.2K -30 -1%
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$225K +$225K +3,078 New
HFAS
1207
Hummer Financial Advisory Services
Illinois
$225K +$225K +3,076 New
WWA
1208
Wingate Wealth Advisors
Massachusetts
$225K +$225K +3,071 New
AWM
1209
Arista Wealth Management
Nevada
$225K +$225K +3,068 New
FMTCOCP
1210
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$224K – – –
EWA
1211
Elevate Wealth Advisory
Georgia
$223K +$223K +3,042 New
WF
1212
WoodTrust Financial
Wisconsin
$222K +$222K +3,040 New
SCM
1213
SOL Capital Management
Maryland
$221K +$221K +3,015 New
PA
1214
Promethium Advisors
Maryland
$220K +$220K +3,000 New
SRC
1215
Stone Run Capital
New York
$220K +$220K +3,000 New
CS
1216
Cannell & Spears
New York
$219K +$219K +2,986 New
MM
1217
MQS Management
New York
$218K +$218K +2,977 New
IA
1218
IFG Advisory
Georgia
$217K +$217K +2,971 New
AFM
1219
Armstrong Fleming & Moore
District of Columbia
$216K +$216K +2,950 New
CFP
1220
Cascade Financial Partners
California
$216K +$216K +2,947 New
QPW
1221
Quantum Private Wealth
Florida
$215K -$1.49M -20,403 -87%
ACM
1222
Aurdan Capital Management
Pennsylvania
$215K +$215K +2,943 New
ECAM
1223
East Coast Asset Management
Massachusetts
$215K +$215K +2,940 New
HC
1224
Hamilton Capital
Ohio
$215K +$215K +2,939 New
KA
1225
Kovack Advisors
Florida
$215K +$215K +2,935 New
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49
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