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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 %
ANBT
1276
American National Bank & Trust
Texas
$72.3K -$15K -236 -17%
USB
1277
Union Savings Bank
Connecticut
$71.3K – – –
AGWCA
1278
Annis Gardner Whiting Capital Advisors
Florida
$70.8K +$2.09K +33 +3%
CFG
1279
CKW Financial Group
Hawaii
$70K -$54K -850 -44%
CIA
1280
Cape Investment Advisory
Georgia
$68.9K -$190 -3 -0.3%
FMB
1281
Field & Main Bank
Kentucky
$68.8K – – –
SS
1282
SBI Securities
Japan
$68.4K -$22.3K -352 -25%
B
1283
Birchbrook
Maine
$65K – – –
JFA
1284
JNBA Financial Advisors
Minnesota
$64.9K -$3.04K -48 -4%
TC
1285
Truvestments Capital
Florida
$64.7K +$190 +3 +0.3%
OSNBOA
1286
Old Second National Bank of Aurora
Illinois
$63.4K -$26.6K -420 -30%
FCM
1287
Firsthand Capital Management
California
$63.4K – – –
MTIC
1288
Missouri Trust & Investment Company
Missouri
$63.3K -$1.59K -25 -2%
VNA
1289
Valley National Advisers
Pennsylvania
$63K +$38.1K +603 +153%
M
1290
MOTCO
Texas
$61.8K +$11.2K +177 +22%
GWSG
1291
GPS Wealth Strategies Group
Colorado
$57.5K +$63 +1 +0.1%
CB
1292
CNB Bank
Pennsylvania
$57.3K – – –
CTWM
1293
Cherry Tree Wealth Management
Minnesota
$56.8K – – –
LFASL
1294
Lugano Financial Advisors SA (LFA)
Switzerland
$56.4K – – –
MSWM
1295
Mowery & Schoenfeld Wealth Management
Illinois
$55.9K – – –
NC
1296
North Capital
Utah
$55.9K +$55.9K +882 New
PB
1297
Pinnacle Bancorp
Nebraska
$55.8K -$3.17K -50 -5%
AAG
1298
Armstrong Advisory Group
Massachusetts
$54.8K – – –
CAC
1299
Core Alternative Capital
Georgia
$54.5K +$7.48K +118 +16%
HWM
1300
Hemington Wealth Management
Virginia
$54K +$5.83K +93 +12%
50 51
52
53 54