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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 %
HFS
1476
Horizon Financial Services
North Carolina
$1.65K +$1.65K +26 New
FC
1477
Fairscale Capital
New Hampshire
$1.59K – – –
MDA
1478
Minot DeBlois Advisors
Massachusetts
$1.59K – – –
GPFA
1479
Game Plan Financial Advisors
Ohio
$1.52K – – –
CIAS
1480
CBIZ Investment Advisory Services
Ohio
$1.46K +$1.46K +23 New
HWM
1481
HighMark Wealth Management
Minnesota
$1.27K – – –
FG
1482
Fairman Group
Pennsylvania
$1.16K – – –
PWM
1483
Parkworth Wealth Management
California
$1.14K – – –
BHWM
1484
Bay Harbor Wealth Management
Maryland
$1.14K +$1.14K +18 New
WW
1485
Winnow Wealth
Texas
$1.08K +$360 +6 +50%
BCM
1486
Blume Capital Management
California
$1.08K +$1.08K +17 New
Parallax Volatility Advisers
1487
Parallax Volatility Advisers
California
$951 -$1.48M -23,283 -100%
GC
1488
Garde Capital
Washington
$951 +$951 +15 New
FPF
1489
First Pacific Financial
Washington
$951 +$951 +15 New
BFS
1490
Bare Financial Services
Pennsylvania
$697 +$697 +11 New
PWA
1491
Principia Wealth Advisory
Texas
$668 -$850 -14 -56%
NRWA
1492
North Ridge Wealth Advisors
Oregon
$634 – – –
RS
1493
Rakuten Securities
Japan
$571 +$190 +3 +50%
CAWM
1494
Capital A Wealth Management
Pennsylvania
$507 – – –
AFG
1495
Albion Financial Group
Utah
$444 – – –
HIA
1496
HFM Investment Advisors
New Jersey
$381 +$381 +6 New
PA
1497
PSI Advisors
Florida
$380 – – –
BMC
1498
Bear Mountain Capital
Washington
$369 +$369 +6 New
OCM
1499
Osterweis Capital Management
California
$317 -$31.4K -495 -99%
BI
1500
Binnacle Investments
Iowa
$254 +$254 +4 New
58 59
60
61 62