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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, 521 increasing their positions, 557 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
521
Reduced
557
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 %
WCM
1451
WealthTrak Capital Management
Virginia
$4.12K +$2.54K +40 +160%
DFA
1452
DHJJ Financial Advisors
Illinois
$3.74K – – –
RJA
1453
Ross\Johnson & Associates
Minnesota
$3.68K +$3.68K +58 New
FFL
1454
Financial Freedom LLC
Ohio
$3.57K – – –
PS
1455
Pinney & Scofield
Massachusetts
$3.45K – – –
RPA
1456
Redwood Park Advisors
California
$3.36K – – –
PP
1457
PFS Partners
New Jersey
$3.34K +$63 +1 +2%
TWD
1458
True Wealth Design
Ohio
$3.28K +$756 +12 +30%
PCFFS
1459
Pacific Center for Financial Services
California
$3.17K – – –
NWM
1460
Navigoe Wealth Management
California
$3K – – –
VWA
1461
Valued Wealth Advisors
Utah
$2.98K -$63 -1 -2%
BGA
1462
Battery Global Advisors
Massachusetts
$2.79K – – –
WOC
1463
West Oak Capital
California
$2.71K -$380 -600 -12%
SRCM
1464
Signature Resources Capital Management
California
$2.66K – – –
RFS
1465
Richardson Financial Services
Massachusetts
$2.6K -$317 -5 -11%
AP
1466
Aspect Partners
Virginia
$2.6K – – –
TCM
1467
TD Capital Management
Tennessee
$2.54K – – –
GP
1468
Greenline Partners
New York
$2.54K +$2.54K +40 New
RWA
1469
Redmont Wealth Advisors
Illinois
$2.41K +$2.41K +38 New
PPC
1470
Park Place Capital
Alabama
$2.16K – – –
JFGIW
1471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.03K +$1.02K +16 +100%
TCA
1472
Trifecta Capital Advisors
Illinois
$1.97K – – –
BL
1473
BFSG LLC
California
$1.9K -$1.27K -20 -40%
BWL
1474
Bogart Wealth LLC
Virginia
$1.78K – – –
MEG
1475
Millstone Evans Group
Colorado
$1.65K – – –
57 58
59
60 61