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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
$5.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.97B
3
Brown Advisory
Brown Advisory
Maryland
$613M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$413M
5
Squarepoint
Squarepoint
New York
$204M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$3.7B
2
Capital World Investors
Capital World Investors
California
$1.81B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.89B
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMU
1526
Lombard Odier Asset Management (USA)
New York
– -$1.13M -16,570 Closed
VEA
1527
Virtus ETF Advisers
New York
– -$1.04M -15,205 Closed
CPCPP
1528
Canada Post Corporation Pension Plan
Canada
– -$918K -13,454 Closed
RC
1529
Roundview Capital
New Jersey
– -$828K -12,136 Closed
BCM
1530
Bayesian Capital Management
New York
– -$812K -11,900 Closed
GF
1531
Gray Foundation
New York
– -$758K -11,100 Closed
EP
1532
Essential Planning
New Hampshire
– -$790K -10,465 Closed
LCGC
1533
Legacy Capital Group California
California
– -$666K -9,751 Closed
GS
1534
GWN Securities
Florida
– -$636K -9,071 Closed
FFM
1535
Fullerton Fund Management
Singapore
– -$539K -7,903 Closed
UBP
1536
Union Bancaire Privee
Switzerland
– -$482K -7,386 Closed
AFWM
1537
AMJ Financial Wealth Management
Virginia
– -$493K -7,223 Closed
AIA
1538
Angeles Investment Advisors
California
– -$490K -7,162 Closed
LSV Asset Management
1539
LSV Asset Management
Illinois
– -$416K -6,100 Closed
IA
1540
IFG Advisory
Georgia
– -$369K -5,401 Closed
CFO
1541
Custos Family Office
Texas
– -$343K -5,032 Closed
BMCM
1542
Bryn Mawr Capital Management
Pennsylvania
– -$342K -5,017 Closed
AWF
1543
Alpha Wealth Funds
Utah
– -$341K -5,000 Closed
GCM
1544
Glaxis Capital Management
Florida
– -$341K -5,000 Closed
CCG
1545
Catalina Capital Group
California
– -$336K -4,929 Closed
IP
1546
Isthmus Partners
Wisconsin
– -$317K -4,645 Closed
GDP
1547
Great Diamond Partners
Maine
– -$307K -4,499 Closed
WN
1548
Williams & Novak
California
– -$307K -4,499 Closed
ACP
1549
Aveo Capital Partners
Colorado
– -$294K -4,313 Closed
WEG
1550
World Equity Group
Illinois
– -$293K -4,288 Closed
60 61
62
63 64