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Carlyle Group

558 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
558
Holders Change
+38
Holders Change %
+7.31%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
91
Increased
231
Reduced
168
Closed
41
Calls
$142M
Puts
$74.1M
Net Calls
+$67.6M
Net Calls Change
-$47.9M
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$1.62B 31,442,087 +2,180,564 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B 24,719,581 +426,644 +2%
Capital World Investors
3
Capital World Investors
California
$1.03B 19,958,480 +2,240,249 +13%
Harris Associates
4
Harris Associates
Illinois
$582M 11,315,984 +2,528,941 +29%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$511M 9,949,455 -2,222,023 -18%
Morgan Stanley
6
Morgan Stanley
New York
$470M 9,135,774 -825,952 -8%
State Street
7
State Street
Massachusetts
$423M 8,221,652 +378,455 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$367M 7,138,859 +311,300 +5%
Boston Partners
9
Boston Partners
Massachusetts
$349M 6,791,541 -132,525 -2%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$305M 5,941,316 +700,000 +13%
AI
11
Ariel Investments
Illinois
$242M 4,705,544 -133,669 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$220M 4,284,894 +228,484 +6%
UBS Group
13
UBS Group
Switzerland
$187M 3,629,764 -1,140,192 -24%
Legal & General Group
14
Legal & General Group
United Kingdom
$173M 3,366,980 +248,107 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$170M 3,313,694 +2,987,472 +916%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$153M 2,977,250 +611,876 +26%
Norges Bank
17
Norges Bank
Norway
$150M 2,920,658 +2,920,658 New
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$142M 2,771,630 -81,569 -3%
Ameriprise
19
Ameriprise
Minnesota
$142M 2,769,631 +46,894 +2%
Northern Trust
20
Northern Trust
Illinois
$118M 2,303,647 +108,397 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$116M 2,264,675 -11,991 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$113M 2,195,617 +1,050,643 +92%
Capital International Investors
23
Capital International Investors
California
$107M 2,075,774 +15,989 +0.8%
Millennium Management
24
Millennium Management
New York
$102M 1,991,908 -4,899,617 -71%
FCM
25
Frontier Capital Management
Massachusetts
$97M 1,887,159 -746,755 -28%