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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 %
QL
1201
Quarry LP
New York
$158K +$158K +2,489 New
CFO
1202
CVA Family Office
Colorado
$153K +$12K +189 +8%
KFI
1203
Key Financial Inc
Pennsylvania
$153K – – –
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$152K -$10.9K -172 -7%
LCM
1205
Logan Capital Management
Pennsylvania
$149K – – –
MCM
1206
MV Capital Management
Maryland
$146K -$888 -14 -0.6%
FDCP
1207
Foster Dykema Cabot & Partners
Massachusetts
$146K – – –
CAL
1208
Capital Advisors Ltd
Ohio
$143K – – –
GCM
1209
Gables Capital Management
Florida
$143K – – –
HWA
1210
HHM Wealth Advisors
Tennessee
$142K -$2.47K -39 -2%
BSB
1211
Bangor Savings Bank
Maine
$141K – – –
PAM
1212
Parvin Asset Management
South Dakota
$141K – – –
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$140K +$125K +1,972 +808%
SIM
1214
Sentry Investment Management
Wisconsin
$139K -$59.7K -1,051 -30%
ACM
1215
Adalta Capital Management
New York
$138K – – –
RCM
1216
Richardson Capital Management
Wisconsin
$135K +$444 +7 +0.3%
UIA
1217
Ulland Investment Advisors
Minnesota
$132K – – –
TSMHT
1218
Thurston Springer Miller Herd & Titak
Indiana
$130K +$30K +473 +30%
GWP
1219
Gen-Wealth Partners
Michigan
$130K – – –
SIM
1220
Synergy Investment Management
Florida
$128K – – –
OWA
1221
Opal Wealth Advisors
New York
$127K +$127K +2,009 New
CNBTD
1222
Citizens National Bank Trust Department
Mississippi
$127K -$25.4K -400 -17%
WSC
1223
Wellington Shields & Co
New York
$127K – – –
DSC
1224
Duncker Streett & Co
Missouri
$126K -$3.61K -57 -3%
DMBA
1225
Deseret Mutual Benefit Administrators
Utah
$126K -$51.7K -815 -29%
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