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CCIF

Carlyle Credit Income Fund

27 hedge funds and large institutions have $12.9M invested in Carlyle Credit Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $12.2M → $12.9M (+$652K)

4.11% more ownership

Funds ownership: 10.73%14.84% (+4.1%)

4% more funds holding

Funds holding: 2627 (+1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
1
Closed
4
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.45M +$244K +37,036 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.29M +$1.17M +178,401 +54%
JWCA
3
J.W. Cole Advisors
Florida
$1.42M +$203K +30,808 +16%
HW
4
Hancock Whitney
Mississippi
$1.41M +$1.43M +217,347 New
VIA
5
Virtus Investment Advisers
Connecticut
$1.18M +$4.05K +615 +0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$536K -$136K -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 +$126K +19,127 New
Osaic Holdings
12
Osaic Holdings
Arizona
$111K +$28.9K +4,388 +34%
UBS Group
13
UBS Group
Switzerland
$111K +$113K +17,112 New
LPL Financial
14
LPL Financial
California
$83.5K +$84.7K +12,879 New
AAS
15
Avantax Advisory Services
Texas
$81.3K +$1.19K +181 +1%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$71.4K +$3.39K +515 +5%
FA
17
Freestate Advisors
Kansas
$70.5K +$3.48K +529 +5%
WS
18
Wedbush Securities
California
$69K +$70.5K +10,718 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$19.4K
CA
20
CoreCap Advisors
Michigan
$11.7K +$3.16K +480 +36%
Raymond James Financial
21
Raymond James Financial
Florida
$6.31K +$6.41K +974 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.57K
GWM
23
Geneos Wealth Management
Colorado
$2.53K +$2.57K +390 New
MWA
24
Medallion Wealth Advisors
Connecticut
$1.61K
WA
25
WPG Advisers
Maryland
$1.06K +$1.08K +164 New

CCIF Hedge Fund Activity: Q2 2025 in Review

27 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q2 2025, worth a combined $12.9M — up 5.3% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCIF positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $1.43M. The largest seller was HighTower Advisors, exiting entirely with an estimated $200K sold.

  • 27 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q2 2025, up from 26 in Q1 2025.
  • Funds reported $12.9M of Carlyle Credit Income Fund stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 8 funds opened new Carlyle Credit Income Fund positions in Q2 2025 and 4 closed out, a net change of +4 holders.
  • The largest Carlyle Credit Income Fund buyer in Q2 2025 was Hancock Whitney, an estimated $1.43M added.
  • The largest Carlyle Credit Income Fund seller in Q2 2025 was HighTower Advisors, an estimated $200K sold.

Based on aggregated 13F filings for Q2 2025.