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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 %
DIP
1351
DT Investment Partners
Pennsylvania
$29.2K – – –
CT
1352
Coastline Trust
Rhode Island
$29.2K – – –
BCPWM
1353
Bradley & Co Private Wealth Management
Florida
$29.2K – – –
IRAG
1354
Investment Research & Advisory Group
Georgia
$28.6K +$28.6K +451 New
MFS
1355
Mattson Financial Services
Michigan
$28.5K – – –
AWM
1356
Accredited Wealth Management
Kentucky
$28.1K +$28.1K +443 New
DPW
1357
DiNuzzo Private Wealth
Pennsylvania
$27.7K -$127 -2 -0.5%
FWM
1358
FSA Wealth Management
Massachusetts
$27.6K +$5.19K +82 +23%
MFA
1359
McClarren Financial Advisors
Pennsylvania
$27K – – –
IFS
1360
Intelligent Financial Strategies
Minnesota
$26.8K – – –
NC
1361
NewSquare Capital
Pennsylvania
$26.8K +$24.3K +383 +958%
GEA
1362
Glen Eagle Advisors
New Jersey
$26.5K +$697 +11 +3%
1IA
1363
1620 Investment Advisors
Massachusetts
$25.8K – – –
PSFG
1364
Park Square Financial Group
Georgia
$25.6K – – –
MFT
1365
Moisand Fitzgerald Tamayo
Florida
$25.6K – – –
AT
1366
Arlington Trust
Alabama
$25.4K – – –
OW
1367
Olistico Wealth
Oklahoma
$25.4K – – –
SIC
1368
SJS Investment Consulting
Ohio
$24.8K – – –
RDFA
1369
Ritter Daniher Financial Advisory
Ohio
$24.1K – – –
BGAI
1370
Bruce G. Allen Investments
Colorado
$23.5K – – –
AAG
1371
Accordant Advisory Group
Maryland
$23K – – –
BHWM
1372
Beaird Harris Wealth Management
Texas
$22.6K – – –
NRG
1373
Nemes Rush Group
Michigan
$22.2K – – –
TIM
1374
Tortoise Investment Management
New York
$22.2K – – –
CMA
1375
Cedar Mountain Advisors
Oregon
$22K – – –
53 54
55
56 57