CARR icon

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 %
CSPIA
1301
Cary Street Partners Investment Advisory
Virginia
$53.9K +$20.4K +322 +61%
MMCM
1302
Murphy & Mullick Capital Management
New York
$53.8K – – –
ITIM
1303
Indiana Trust & Investment Management
Indiana
$53.7K – – –
WA
1304
WPG Advisers
Maryland
$53.4K -$31K -489 -37%
FAM
1305
Flaharty Asset Management
Florida
$53K +$53K +835 New
CWM
1306
CarsonAllaria Wealth Management
Illinois
$52.9K – – –
VC
1307
Vestor Capital
Illinois
$51K -$255 -4 -0.5%
MWM
1308
Mascoma Wealth Management
New Hampshire
$50.8K – – –
RF
1309
Rossby Financial
Florida
$50.7K +$50.7K +844 New
CB
1310
Centennial Bank
Arkansas
$50.7K – – –
FWA
1311
Flagship Wealth Advisors
Massachusetts
$49.8K – – –
CPG
1312
Cornerstone Planning Group
New Jersey
$49.5K +$586 +10 +1%
WBC
1313
Westpac Banking Corp
Australia
$49.3K – – –
OCM
1314
Orion Capital Management
California
$47.6K – – –
FUBT
1315
First United Bank & Trust
Maryland
$47.6K – – –
UCB
1316
United Community Bank
South Carolina
$46.1K +$8.05K +127 +21%
HWA
1317
Heritage Wealth Advisors
Virginia
$44.4K -$824 -13 -2%
HCP
1318
Hexagon Capital Partners
Arkansas
$44.3K -$14.1K -223 -24%
ACA
1319
American Capital Advisory
Idaho
$43.3K +$571 +9 +1%
CVM
1320
Cheviot Value Management
California
$42.6K +$42.6K +602 New
TF
1321
Tompkins Financial
New York
$41.7K +$2.41K +38 +6%
TFIPS
1322
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.1K – – –
PWMG
1323
Prestige Wealth Management Group
New Jersey
$41K -$14.3K -226 -26%
LC
1324
Lavaca Capital
Texas
$40.5K – – –
SWA
1325
SOA Wealth Advisors
New York
$40.3K – – –
51 52
53
54 55