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Carrier Global

1,584 hedge funds and large institutions have $53B invested in Carrier Global in 2025 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 536 increasing their positions, 578 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 91

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

16% more capital invested

Capital invested by funds: $45.6B → $53B (+$7.4B)

4% more funds holding

Funds holding: 1,5221,584 (+62)

0.95% more ownership

Funds ownership: 83.25%84.2% (+0.95%)

7% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 578

42% less call options, than puts

Call options by funds: $257M | Put options by funds: $439M

Holders
1,584
Holders Change
+62
Holders Change %
+4.07%
% of All Funds
20.86%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
172
Increased
536
Reduced
578
Closed
91
Calls
$257M
Puts
$439M
Net Calls
-$183M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.83B +$30.6M +450,594 +0.5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.51B -$349M -5,147,875 -6%
Capital International Investors
3
Capital International Investors
California
$3.98B -$269M -3,968,160 -7%
BlackRock
4
BlackRock
New York
$3.93B -$74.2M -1,094,208 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.82B +$503M +7,409,432 +24%
State Street
6
State Street
Massachusetts
$2.41B +$2.72M +40,138 +0.1%
Capital World Investors
7
Capital World Investors
California
$2.11B +$17.7M +260,446 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.25B -$11.4M -168,545 -1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$1.1B +$30.4M +448,055 +3%
Morgan Stanley
10
Morgan Stanley
New York
$962M -$88.2M -1,299,358 -9%
Dodge & Cox
11
Dodge & Cox
California
$935M -$103M -1,512,301 -11%
N
12
Nuveen
North Carolina
$848M +$91.1M +1,342,966 +13%
Brown Advisory
13
Brown Advisory
Maryland
$753M +$41.2M +607,901 +6%
Northern Trust
14
Northern Trust
Illinois
$617M -$11.5M -169,402 -2%
UBS AM
15
UBS AM
Illinois
$578M +$63.2M +930,876 +13%
Norges Bank
16
Norges Bank
Norway
$525M -$102M -1,496,929 -17%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$498M +$5.89M +86,873 +1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$486M +$9.15M +134,785 +2%
Goldman Sachs
19
Goldman Sachs
New York
$461M +$90.1M +1,328,145 +27%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$400M +$29.6M +436,056 +9%
Bank of America
21
Bank of America
North Carolina
$389M +$36.1M +532,751 +11%
PAM
22
PineStone Asset Management
Quebec, Canada
$388M +$40.8M +601,967 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$382M -$17.5M -257,453 -5%
Artisan Partners
24
Artisan Partners
Wisconsin
$362M +$131M +1,924,804 +64%
Charles Schwab
25
Charles Schwab
California
$345M -$1.9M -28,048 -0.6%

CARR Hedge Fund Activity: Q2 2025 in Review

1,584 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2025, worth a combined $53B — up 16% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new CARR positions and 91 closed out — a net gain of 81 holders — while 536 added to existing stakes and 578 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $503M. The largest seller was Capital Research Global Investors, cutting an estimated $349M.

  • 1,584 institutional investors held Carrier Global (CARR) as of Q2 2025, up from 1,522 in Q1 2025.
  • Funds reported $53B of Carrier Global stock for Q2 2025, up 16% quarter-over-quarter.
  • 172 funds opened new Carrier Global positions in Q2 2025 and 91 closed out, a net change of +81 holders.
  • The largest Carrier Global buyer in Q2 2025 was JP Morgan Chase, an estimated $503M added.
  • The largest Carrier Global seller in Q2 2025 was Capital Research Global Investors, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2025.