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CCIF

Carlyle Credit Income Fund

26 hedge funds and large institutions have $12.2M invested in Carlyle Credit Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more funds holding

Funds holding: 2426 (+2)

0.14% more ownership

Funds ownership: 10.59%10.73% (+0.14%)

94% less capital invested

Capital invested by funds: $220M → $12.2M (-$208M)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.34M +$127K +16,609 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.23M +$657K +85,538 +35%
ST
3
Sabal Trust
Florida
$1.47M
JWCA
4
J.W. Cole Advisors
Florida
$1.28M +$1.45M +188,672 New
VIA
5
Virtus Investment Advisers
Connecticut
$1.23M +$1.39M +181,379 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$699K +$68.6K +8,936 +9%
AFS
7
Access Financial Services
Minnesota
$337K
NW
8
Naviter Wealth
Arkansas
$213K
HighTower Advisors
9
HighTower Advisors
Illinois
$200K
TC
10
TownSquare Capital
Utah
$180K
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$177K -$729 -95 -0.4%
MWM
12
Melfa Wealth Management
Massachusetts
$154K
PPW
13
Pasadena Private Wealth
California
$139K +$157K +20,500 New
AA
14
AlphaQ Advisors
Florida
$123K +$140K +18,200 New
Osaic Holdings
15
Osaic Holdings
Arizona
$86.2K -$32.7K -4,254 -25%
VF
16
Virtu Financial
New York
$85K +$96.1K +12,524 New
AAS
17
Avantax Advisory Services
Texas
$83.5K +$94.9K +12,358 New
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$71K +$3.32K +433 +4%
FA
19
Freestate Advisors
Kansas
$70K +$79.5K +10,357 New
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$19.6K
CA
21
CoreCap Advisors
Michigan
$8.96K -$1.21K -157 -11%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.81K
NWMP
23
Noble Wealth Management PBC
Colorado
$3.38K
MWA
24
Medallion Wealth Advisors
Connecticut
$1.69K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K

CCIF Hedge Fund Activity: Q1 2025 in Review

26 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q1 2025, worth a combined $12.2M — down 94% from $220M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CCIF positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.45M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $995K sold.

  • 26 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $12.2M of Carlyle Credit Income Fund stock for Q1 2025, down 94% quarter-over-quarter.
  • 7 funds opened new Carlyle Credit Income Fund positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Carlyle Credit Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.45M added.
  • The largest Carlyle Credit Income Fund seller in Q1 2025 was Virtus ETF Advisers, an estimated $995K sold.

Based on aggregated 13F filings for Q1 2025.