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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 %
MGIA
1576
Matthew Goff Investment Advisor
Texas
– -$211K -3,084 Closed
BHBT
1577
Burke & Herbert Bank & Trust
Virginia
– -$210K -3,078 Closed
HFAS
1578
Hummer Financial Advisory Services
Illinois
– -$211K -3,076 Closed
BBNB
1579
Baker Boyer National Bank
Washington
– -$209K -3,062 Closed
SC
1580
Stance Capital
Massachusetts
– -$208K -3,047 Closed
WF
1581
WoodTrust Financial
Wisconsin
– -$208K -3,040 Closed
NFGCM
1582
Norman Fields Gottscho Capital Management
New York
– -$206K -3,020 Closed
PWM
1583
PBMares Wealth Management
Virginia
– -$206K -3,017 Closed
SCM
1584
SOL Capital Management
Maryland
– -$206K -3,015 Closed
EWA
1585
Elevate Wealth Advisory
Georgia
– -$206K -3,014 Closed
MOS
1586
MGO One Seven
Ohio
– -$205K -3,008 Closed
PA
1587
Promethium Advisors
Maryland
– -$205K -3,000 Closed
SMH
1588
Sanders Morris Harris
Texas
– -$205K -3,000 Closed
SRC
1589
Stone Run Capital
New York
– -$205K -3,000 Closed
MCM
1590
Morton Capital Management
California
– -$204K -2,993 Closed
CS
1591
Cannell & Spears
New York
– -$203K -2,976 Closed
Empower Advisory Group
1592
Empower Advisory Group
Colorado
– -$202K -2,962 Closed
AFM
1593
Armstrong Fleming & Moore
District of Columbia
– -$201K -2,950 Closed
ACM
1594
Aurdan Capital Management
Pennsylvania
– -$201K -2,943 Closed
ECAM
1595
East Coast Asset Management
Massachusetts
– -$201K -2,940 Closed
CWS
1596
Confluence Wealth Services
Pennsylvania
– -$204K -2,921 Closed
AWM
1597
Avior Wealth Management
Nebraska
– -$164K -2,402 Closed
SAS
1598
Spurstone Advisory Services
Connecticut
– -$137K -2,000 Closed
EBA
1599
Eagle Bay Advisors
New York
– -$126K -1,834 Closed
MFG
1600
Mendota Financial Group
Wisconsin
– -$115K -1,679 Closed
62 63
64
65 66