CARR icon

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 %
ACA
1251
Atlas Capital Advisors
Wyoming
$200K – – –
CCMI
1252
Creative Capital Management Investments
California
$198K – – –
AWM
1253
AllSquare Wealth Management
New York
$197K -$12.8K -175 -6%
SOW
1254
State of Wyoming
Wyoming
$193K +$193K +2,642 New
WPA
1255
Wealth Preservation Advisors
Tennessee
$193K – – –
CH
1256
Cromwell Holdings
Wyoming
$189K – – –
HIA
1257
Harbor Investment Advisory
Maryland
$188K – – –
SIM
1258
Sentry Investment Management
Wisconsin
$183K – – –
MSE
1259
MUFG Securities EMEA
United Kingdom
$172K +$172K +2,356 New
CFO
1260
CVA Family Office
Colorado
$171K -$6.59K -90 -4%
KFI
1261
Key Financial Inc
Pennsylvania
$169K -$7.69K -105 -4%
FDCP
1262
Foster Dykema Cabot & Partners
Massachusetts
$169K – – –
HDIM
1263
Hanson & Doremus Investment Management
Vermont
$168K -$7.53K -103 -4%
CAL
1264
Capital Advisors Ltd
Ohio
$165K – – –
HWA
1265
HHM Wealth Advisors
Tennessee
$164K – – –
PAM
1266
Parvin Asset Management
South Dakota
$163K – – –
BSB
1267
Bangor Savings Bank
Maine
$163K – – –
OL
1268
OneFund LLC
Florida
$161K +$161K +2,204 New
ACM
1269
Adalta Capital Management
New York
$160K – – –
MCM
1270
MV Capital Management
Maryland
$159K -$9.95K -136 -6%
RCM
1271
Richardson Capital Management
Wisconsin
$156K +$512 +7 +0.3%
UIA
1272
Ulland Investment Advisors
Minnesota
$153K – – –
GCM
1273
Gables Capital Management
Florida
$150K -$14.6K -200 -9%
GWP
1274
Gen-Wealth Partners
Michigan
$150K – – –
CB
1275
Community Bank
New York
$150K -$60.4K -825 -29%
49 50
51
52 53