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 %
DF
1401
DecisionPoint Financial
Arizona
$13.9K – – –
FPB
1402
First PREMIER Bank
South Dakota
$13K – – –
NL
1403
NVWM LLC
Pennsylvania
$12.9K -$16.7K -263 -56%
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$12.9K – – –
VWA
1405
VSM Wealth Advisory
Maryland
$12.7K – – –
VFM
1406
Vision Financial Markets
Connecticut
$12.7K +$12.7K +200 New
GWSA
1407
Global Wealth Strategies & Associates
Colorado
$12.7K +$12.7K +200 New
DF
1408
Dunhill Financial
United Kingdom
$12.6K -$1.21K -19 -9%
MA
1409
MCF Advisors
Kentucky
$11.4K -$1.52K -24 -12%
KIM
1410
Kestra Investment Management
Texas
$11.3K +$11.3K +179 New
MAFA
1411
MJT & Associates Financial Advisory
Minnesota
$11.1K +$11.1K +175 New
HWP
1412
Highline Wealth Partners
California
$11K +$7.04K +111 +176%
OAJ
1413
Ogorek Anthony Joseph
New York
$11K +$8.19K +137 +291%
HNW
1414
High Note Wealth
Minnesota
$10.3K – – –
BFPW
1415
BOK Financial Private Wealth
Colorado
$10.1K -$12.7K -200 -56%
S
1416
Sachetta
Massachusetts
$9.76K +$3.74K +59 +62%
GLF
1417
Groupe la Francaise
France
$9.67K -$815K -14,580 -99%
WWM
1418
Wolff Wiese Magana
California
$9.64K +$8.69K +137 +913%
WAG
1419
Wiser Advisor Group
Arizona
$9.46K – – –
BIM
1420
Breakwater Investment Management
Washington
$9.19K – – –
MSG
1421
Main Street Group
Virginia
$8.88K +$504 +8 +6%
EWP
1422
Elevation Wealth Partners
California
$8.53K – – –
GK
1423
Graney & King
New York
$7.86K +$7.86K +124 New
NWM
1424
Nova Wealth Management
Florida
$7.74K +$1.4K +22 +22%
HIW
1425
Holos Integrated Wealth
Pennsylvania
$7.61K -$2.85K -45 -27%
55 56
57
58 59