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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 %
FCT
1251
First Community Trust
Iowa
$93.3K – – –
PP
1252
Pacifica Partners
Canada
$93K – – –
PWA
1253
Provenance Wealth Advisors
Florida
$92.2K -$51K -805 -36%
BAM
1254
Bellevue Asset Management
Washington
$90.8K – – –
OC
1255
Oakmont Corp
California
$89.6K – – –
GSWM
1256
Golden State Wealth Management
California
$88.1K +$30.1K +474 +52%
FFO
1257
Fortitude Family Office
Arizona
$87.9K -$7.61K -120 -8%
CSB
1258
City State Bank
Iowa
$85.8K – – –
CFFP
1259
Center for Financial Planning
Michigan
$85.6K – – –
HC
1260
Hara Capital
Washington
$85K -$85K -1,340 -50%
APW
1261
Acima Private Wealth
Virginia
$82.4K – – –
RAM
1262
Ramirez Asset Management
New York
$82.4K +$36.1K +570 +78%
RMP
1263
Richards, Merrill & Peterson
Washington
$82K -$6.34K -100 -7%
AWM
1264
Activest Wealth Management
Florida
$79.4K +$16K +253 +25%
CWM
1265
Crowley Wealth Management
Delaware
$79.3K -$6.34K -100 -7%
NFSG
1266
Newbridge Financial Services Group
Florida
$77.2K +$5.07K +80 +7%
AWM
1267
Abound Wealth Management
Tennessee
$76.9K +$66.2K +1,044 +621%
CCMW
1268
Cypress Capital Management (Wyoming)
Wyoming
$76.7K – – –
KTC
1269
Kentucky Trust Company
Kentucky
$76.1K – – –
CIAM
1270
Caitong International Asset Management
Hong Kong
$75.4K +$12.7K +201 +20%
CG
1271
Curat Global
New Hampshire
$75.1K +$75.1K +1,185 New
PAG
1272
Paladin Advisory Group
Iowa
$75.1K – – –
VCM
1273
Versant Capital Management
Arizona
$74.9K – – –
RTC
1274
Riverview Trust Company
Washington
$74.6K -$1.52K -24 -2%
BCMLT
1275
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.3K – – –
49 50
51
52 53