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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 %
CYG
1226
Clean Yield Group
Vermont
$125K – – –
Federated Hermes
1227
Federated Hermes
Pennsylvania
$124K -$134K -2,107 -52%
BONH
1228
Bank of New Hampshire
New Hampshire
$123K -$63.4K -1,000 -34%
JWA
1229
JFS Wealth Advisors
Pennsylvania
$122K -$13.3K -209 -10%
A
1230
AlphaQuest
New York
$117K -$60.2K -950 -34%
AIP
1231
Arrowpoint Investment Partners
Singapore
$117K +$117K +1,845 New
FCAS
1232
First Command Advisory Services
Texas
$116K – – –
ZBNA
1233
Zions Bancorporation, National Association
Utah
$114K +$114K +1,795 New
EWM
1234
Evermay Wealth Management
Virginia
$113K – – –
C
1235
Covestor
United Kingdom
$112K +$23.9K +376 +27%
RI
1236
Ridgewood Investments
New Jersey
$109K +$109K +1,719 New
OC
1237
Oakworth Capital
Alabama
$109K – – –
MMG
1238
Monetary Management Group
Missouri
$108K -$23.8K -375 -18%
HB
1239
Horizon Bancorp
Indiana
$106K +$106K +1,677 New
NS
1240
NBC Securities
Alabama
$105K +$105K +1,664 +166,400%
ETC
1241
Exchange Traded Concepts
Oklahoma
$105K +$25K +395 +31%
CA
1242
Continuum Advisory
Idaho
$104K -$31.1K -490 -23%
RA
1243
Rise Advisors
New York
$103K -$5.01K -79 -5%
MIM
1244
Meridiem Investment Management
United Kingdom
$101K – – –
JGIA
1245
Jackson Grant Investment Advisers
Connecticut
$98.3K +$190 +3 +0.2%
HFS
1246
Hopwood Financial Services
Virginia
$97.6K -$5.58K -88 -5%
CA
1247
CoreCap Advisors
Michigan
$97.6K +$7.35K +116 +8%
ETS
1248
ESL Trust Services
New York
$95.1K – – –
PAM
1249
Paradigm Asset Management
New York
$95.1K – – –
SC
1250
Sawyer & Company
Massachusetts
$95K – – –
48 49
50
51 52