CCIF

Carlyle Credit Income Fund

26 hedge funds and large institutions have $12.8M invested in Carlyle Credit Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
2
Closed
4
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.45M +$240K +37,036 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.29M +$1.16M +178,401 +54%
JWCA
3
J.W. Cole Advisors
Florida
$1.42M +$200K +30,808 +16%
HW
4
Hancock Whitney
Mississippi
$1.41M +$1.41M +217,347 New
VIA
5
Virtus Investment Advisers
Connecticut
$1.18M +$3.99K +615 +0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$536K -$134K -20,608 -20%
AFS
7
Access Financial Services
Minnesota
$323K
NW
8
Naviter Wealth
Arkansas
$195K
MWM
9
Melfa Wealth Management
Massachusetts
$147K
PPW
10
Pasadena Private Wealth
California
$133K
IA
11
Icon Advisers
Colorado
$124K +$124K +19,127 New
UBS Group
12
UBS Group
Switzerland
$111K +$111K +17,112 New
Osaic Holdings
13
Osaic Holdings
Arizona
$84.9K -$14.5K -1,860 -15%
LPL Financial
14
LPL Financial
California
$83.5K +$83.5K +12,879 New
AAS
15
Avantax Advisory Services
Texas
$81.3K +$1.17K +181 +1%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$71.4K +$3.34K +515 +5%
FA
17
Freestate Advisors
Kansas
$70.5K +$3.43K +529 +5%
WS
18
Wedbush Securities
California
$69K +$69K +10,718 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$19.4K
CA
20
CoreCap Advisors
Michigan
$11.7K +$3.11K +480 +36%
Raymond James Financial
21
Raymond James Financial
Florida
$6.31K +$6.31K +974 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.57K
GWM
23
Geneos Wealth Management
Colorado
$2.53K +$2.53K +390 New
WA
24
WPG Advisers
Maryland
$1.06K +$1.06K +164 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K