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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 %
AEPWM
1226
Atlantic Edge Private Wealth Management
Florida
$215K -$11K -150 -5%
CSC
1227
Caldwell Sutter Capital
California
$214K – – –
RAM
1228
Riggs Asset Management
Pennsylvania
$214K – – –
BBI
1229
Baxter Bros Inc
Connecticut
$213K +$213K +2,913 New
CIG
1230
Cullen Investment Group
Louisiana
$212K +$212K +2,903 New
FA
1231
Fiduciary Alliance
South Carolina
$212K +$212K +2,902 New
CAS
1232
CTC Alternative Strategies
Illinois
$212K -$154K -2,100 -42%
OAM
1233
Oppenheimer Asset Management
New York
$212K +$212K +2,900 New
AIM
1234
Alhambra Investment Management
Florida
$212K +$212K +2,900 New
OFS
1235
OneAscent Financial Services
Alabama
$210K +$210K +2,835 New
CWS
1236
Confluence Wealth Services
Pennsylvania
$208K +$208K +2,836 New
MW
1237
MBL Wealth
North Carolina
$207K +$207K +2,830 New
PA
1238
PFG Advisors
Arizona
$206K +$206K +2,817 New
BPW
1239
Bingham Private Wealth
California
$206K +$206K +2,808 New
MCM
1240
Marathon Capital Management
Maryland
$205K -$82.1K -1,121 -29%
MCM
1241
Morton Capital Management
California
$204K +$204K +2,794 New
SLA
1242
Silver Lake Advisory
Utah
$204K +$204K +2,787 New
OWA
1243
Opal Wealth Advisors
New York
$202K +$55K +752 +37%
B
1244
Bellecapital
Switzerland
$201K +$201K +2,753 New
ETC
1245
Exchange Traded Concepts
Oklahoma
$201K +$80K +1,093 +66%
BMCM
1246
Bryn Mawr Capital Management
Pennsylvania
$201K +$201K +2,741 New
SC
1247
Steph & Co
Wisconsin
$200K – – –
KIA
1248
Knollwood Investment Advisory
Maryland
$200K +$200K +2,739 New
MOS
1249
MGO One Seven
Ohio
$200K +$200K +2,735 New
KCM
1250
Kathmere Capital Management
Pennsylvania
$200K +$200K +2,733 New
48 49
50
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