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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 %
CF
1601
Centaurus Financial
California
– -$112K -1,644 Closed
CAS
1602
Coppell Advisory Solutions
Texas
– -$111K -1,623 Closed
PIS
1603
POM Investment Strategies
North Carolina
– -$97.3K -1,425 Closed
FA
1604
Fedenia Advisers
Wisconsin
– -$96.9K -1,420 Closed
MW
1605
Maia Wealth
Colorado
– -$61.5K -901 Closed
KBFS
1606
Kohmann Bosshard Financial Services
Ohio
– -$56.3K -825 Closed
PCWA
1607
Pacific Capital Wealth Advisors
California
– -$53.1K -778 Closed
PFA
1608
Pathway Financial Advisers
Indiana
– -$50K -733 Closed
RF
1609
Roxbury Financial
New Jersey
– -$55.3K -715 Closed
ACM
1610
Aster Capital Management
United Arab Emirates
– -$41.7K -611 Closed
CJ
1611
Caitlin John
Michigan
– -$40.2K -589 Closed
OC
1612
Oarsman Capital
Wisconsin
– -$39.3K -575 Closed
LFA
1613
Legend Financial Advisors
Pennsylvania
– -$34.1K -500 Closed
CP
1614
Castleview Partners
Texas
– -$25.4K -371 Closed
RCM
1615
Raleigh Capital Management
North Carolina
– -$22.3K -327 Closed
TFGT
1616
TS Financial Group (TSFG)
Illinois
– -$21K -310 Closed
CBT
1617
CoreFirst Bank & Trust
Kansas
– -$20.5K -300 Closed
HC
1618
Hurley Capital
New York
– -$18.1K -256 Closed
PA
1619
Pineridge Advisors
Missouri
– -$17.4K -255 Closed
TCG
1620
Transcendent Capital Group
Oklahoma
– -$14.5K -213 Closed
EFG
1621
Ethos Financial Group
Pennsylvania
– -$14.6K -213 Closed
ITFISA
1622
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$13.5K -198 Closed
FC
1623
Family CFO
California
– -$12.7K -186 Closed
RWPA
1624
Richard W. Paul & Associates
Michigan
– -$10.9K -159 Closed
TPW
1625
Talon Private Wealth
Florida
– -$10.1K -148 Closed
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