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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 %
HHGA
1426
Halbert Hargrove Global Advisors
California
$7.61K +$254 +4 +3%
GJIA
1427
Glass Jacobson Investment Advisors
Maryland
$7.58K – – –
SFG
1428
Stonebridge Financial Group
Pennsylvania
$7.55K +$1.21K +19 +19%
SR
1429
Syntax Research
Florida
$7.48K – – –
HIIFS
1430
Harel Insurance Investments & Financial Services
Israel
$7K – – –
CFP
1431
Comprehensive Financial Planning
Pennsylvania
$6.97K – – –
HT
1432
Headlands Technologies
Illinois
$6.91K -$731K -11,534 -99%
FGAM
1433
Financial Gravity Asset Management
Texas
$6.4K +$6.4K +101 New
WIM
1434
Westside Investment Management
California
$6.34K – – –
PWA
1435
Physician Wealth Advisors
Utah
$6.21K – – –
DWM
1436
Darwin Wealth Management
Florida
$6.14K – – –
AF
1437
Atala Financial
California
$5.9K – – –
TFA
1438
Toth Financial Advisory
Virginia
$5.71K – – –
MWM
1439
MorganRosel Wealth Management
Colorado
$5.71K +$5.71K +90 New
DWM
1440
Dogwood Wealth Management
Kansas
$5.46K +$3.43K +54 +169%
SL
1441
Salomon & Ludwin
Virginia
$5.45K – – –
HFS
1442
Hughes Financial Services
Virginia
$5.4K +$5.4K +85 New
IWM
1443
Inlight Wealth Management
Georgia
$5.14K +$5.14K +81 New
AW
1444
Avion Wealth
Texas
$5K – – –
SO
1445
Sierra Ocean
California
$4.97K +$1.02K +16 +26%
FGA
1446
Fortis Group Advisors
New Jersey
$4.82K – – –
CWM
1447
Cranbrook Wealth Management
Michigan
$4.76K – – –
IHWM
1448
Iron Horse Wealth Management
Iowa
$4.31K +$507 +8 +13%
AWM
1449
Atticus Wealth Management
Florida
$4.19K – – –
WCM
1450
Westend Capital Management
California
$4.18K +$4.18K +66 New
56 57
58
59 60