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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 %
GGI
1376
Godsey & Gibb Inc
Virginia
$21.6K – – –
MAM
1377
Meeder Asset Management
Ohio
$21.4K -$9.26K -146 -30%
TLA
1378
Tanglewood Legacy Advisors
Texas
$21.2K – – –
MHR
1379
Matthew Hamilton Rosenberg
$20.7K – – –
GFPC
1380
Global Financial Private Client
Florida
$20.2K +$14.8K +233 +271%
SCB
1381
Saudi Central Bank
Saudi Arabia
$20.2K +$20.2K +318 New
VIS
1382
Vega Investment Solutions
France
$20K – – –
RP
1383
Raelipskie Partnership
Ontario, Canada
$19.7K – – –
FMP
1384
Financial Management Professionals
Texas
$19.3K +$8.69K +137 +82%
EDRH
1385
Edmond de Rothschild Holding
Switzerland
$19K – – –
TLCM
1386
Twin Lakes Capital Management
California
$19K – – –
API
1387
Asset Planning Inc
California
$18.6K – – –
STB
1388
S&T Bank
Pennsylvania
$18.4K – – –
FWA
1389
FSC Wealth Advisors
New York
$18.3K – – –
TCM
1390
TruNorth Capital Management
Michigan
$17.8K -$2.22K -35 -11%
CFD
1391
Creative Financial Designs
Indiana
$17.4K +$63 +1 +0.4%
EWA
1392
EQ Wealth Advisors
Texas
$17.2K +$17.2K +272 New
YP
1393
YANKCOM Partnership
South Dakota
$16.8K +$10.5K +165 +165%
PFG
1394
Putney Financial Group
California
$16.7K – – –
OP
1395
ORG Partners
Indiana
$16.4K -$33.1K -521 -67%
WA
1396
Whipplewood Advisors
Colorado
$16.1K -$5.23K -64 -25%
MBFW
1397
Morton Brown Family Wealth
Pennsylvania
$15.7K – – –
PWMG
1398
Private Wealth Management Group
New Jersey
$14.8K – – –
PP
1399
PrairieView Partners
Minnesota
$14K – – –
FNWM
1400
Financial Network Wealth Management
Utah
$14K +$14K +222 New
54 55
56
57 58