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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 %
CFGS
1551
Concourse Financial Group Securities
Alabama
– -$295K -4,206 Closed
WIC
1552
Wilkins Investment Counsel
Massachusetts
– -$282K -4,137 Closed
GS
1553
GTS Securities
New York
– -$278K -4,076 Closed
BCA
1554
Bay Colony Advisors
Massachusetts
– -$270K -3,950 Closed
OAM
1555
Oxford Asset Management
United Kingdom
– -$266K -3,903 Closed
CNB
1556
Camden National Bank
Maine
– -$257K -3,769 Closed
WWA
1557
Wingate Wealth Advisors
Massachusetts
– -$255K -3,736 Closed
QFA
1558
Quantum Financial Advisors
California
– -$244K -3,572 Closed
BAM
1559
Blueshift Asset Management
New Jersey
– -$241K -3,537 Closed
PWM
1560
Pines Wealth Management
North Carolina
– -$227K -3,418 Closed
CC
1561
Corton Capital
Ontario, Canada
– -$232K -3,400 Closed
QPWM
1562
Quadrant Private Wealth Management
Pennsylvania
– -$227K -3,313 Closed
NCFG
1563
New Century Financial Group
New Jersey
– -$229K -3,304 Closed
CFP
1564
Cascade Financial Partners
California
– -$225K -3,297 Closed
BAM
1565
Belpointe Asset Management
Nevada
– -$240K -3,293 Closed
CIG
1566
Cullen Investment Group
Louisiana
– -$219K -3,209 Closed
SGI
1567
Summit Global Investments
Utah
– -$218K -3,192 Closed
LWM
1568
Liberty Wealth Management
California
– -$218K -3,189 Closed
ABC
1569
Associated Banc-Corp
Wisconsin
– -$216K -3,160 Closed
BBI
1570
Baxter Bros Inc
Connecticut
– -$214K -3,135 Closed
CICI
1571
Capital Investment Counsel Inc
North Carolina
– -$214K -3,131 Closed
PCA
1572
Purkiss Capital Advisors
Connecticut
– -$212K -3,112 Closed
PSP
1573
Principal Street Partners
Tennessee
– -$212K -3,109 Closed
GWM
1574
Greenwich Wealth Management
Connecticut
– -$211K -3,097 Closed
CAM
1575
Claret Asset Management
Quebec, Canada
– -$211K -3,092 Closed
61 62
63
64 65