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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 %
O
1326
Ossiam
France
$40.1K +$34.5K +544 +611%
CWP
1327
Concord Wealth Partners
Virginia
$38K – – –
GWM
1328
Graybill Wealth Management
Illinois
$38K +$38K +600 New
HFS
1329
Hantz Financial Services
Michigan
$38K +$751 +12 +2%
GIA
1330
GHP Investment Advisors
Colorado
$37.8K -$3.62K -57 -9%
WBC
1331
West Branch Capital
Massachusetts
$37.4K – – –
CAM
1332
Creekmur Asset Management
Illinois
$37.1K -$825 -13 -2%
BLC
1333
Brown, Lisle/Cummings
Rhode Island
$35.9K +$317 +5 +0.9%
WTFG
1334
Wood Tarver Financial Group
Idaho
$35.3K +$63 +1 +0.2%
CWM
1335
Centricity Wealth Management
Ohio
$34.9K -$10.2K -161 -23%
AIC
1336
Archer Investment Corporation
Indiana
$33.9K – – –
T
1337
Transce3nd
Texas
$33.8K -$127 -2 -0.4%
CFS
1338
CGC Financial Services
Oregon
$33.4K -$10K -158 -23%
CWM
1339
Consultiva Wealth Management
Puerto Rico
$33.2K +$15.4K +243 +87%
Loomis, Sayles & Company
1340
Loomis, Sayles & Company
Massachusetts
$33K -$17.7K -277 -35%
GKIM
1341
GW&K Investment Management
Massachusetts
$33K +$4.5K +71 +16%
FFA
1342
Frazier Financial Advisors
Ohio
$32.4K – – –
SIS
1343
Sound Income Strategies
Florida
$32K +$1.33K +21 +4%
BFP
1344
Briaud Financial Planning
Texas
$32K – – –
PMFA
1345
Plante Moran Financial Advisors
Michigan
$31.9K -$5.39K -85 -14%
CTC
1346
Cetera Trust Company
Minnesota
$31.7K -$6.34K -100 -17%
BCFD
1347
Boit C.F. David
$31.7K – – –
CTB
1348
Country Trust Bank
Illinois
$31.7K – – –
HCM
1349
Hollencrest Capital Management
California
$30.8K – – –
RTL
1350
Red Tortoise LLC
Georgia
$30.5K – – –
52 53
54
55 56