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Carlyle Group
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Overview Fund Activity

559 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
559
Holders Change
+39
Holders Change %
+7.5%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
92
Increased
231
Reduced
168
Closed
41
Calls
$142M
Puts
$74.1M
Net Calls
+$67.6M
Net Calls Change
-$47.9M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$170M
2
Harris Associates
2
Harris Associates
Illinois
$582M
3
Capital World Investors
3
Capital World Investors
California
$1.03B
4
BlackRock
4
BlackRock
New York
$1.62B
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$70.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$102M
2
VVP
2
Vulcan Value Partners
Alabama
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$511M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70M
5
Amundi
5
Amundi
France
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EMPI
226
Elo Mutual Pension Insurance
Finland
$1.38M 26,879 +1,750 +7%
KPWS
227
Kestra Private Wealth Services
Texas
$1.38M 26,867 +3,160 +13%
Swedbank
228
Swedbank
Sweden
$1.38M 26,842 – –
JWM
229
Jeppson Wealth Management
California
$1.37M 26,709 -413 -2%
ZF
230
Zhang Financial
Michigan
$1.37M 26,608 +6,276 +31%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$1.36M 26,529 +2,709 +11%
WW
232
Waterfront Wealth
Kansas
$1.34M 26,063 – –
DADC
233
D.A. Davidson & Co
Montana
$1.28M 24,872 -2,400 -9%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$1.27M 24,699 – –
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$1.26M 24,470 +24,470 New
VPIM
236
Vanguard Personalized Indexing Management
California
$1.25M 24,268 +3,738 +18%
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$1.23M 24,025 -6,993 -23%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$1.23M 23,950 -770 -3%
NYLIM
239
New York Life Investment Management
New York
$1.22M 23,721 -1,127 -5%
AI
240
Atria Investments
North Carolina
$1.21M 23,605 -2,078 -8%
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$1.21M 21,638 +10,709 +98%
PI
242
PineBridge Investments
New York
$1.17M 22,846 +4,806 +27%
P
243
&Partners
Tennessee
$1.17M 22,842 -725 -3%
AWM
244
Apollon Wealth Management
South Carolina
$1.17M 22,737 +2,589 +13%
IFU
245
iSAM Funds (UK)
United Kingdom
$1.07M 20,815 +13,300 +177%
CA
246
Carson Advisory
Georgia
$1.07M 20,726 +2,300 +12%
AC
247
AXQ Capital
New Jersey
$1.06M 20,570 +11,153 +118%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$1.03M 20,098 – –
HRC
249
Hoertkorn Richard Charles
$1.03M 20,000 -4,000 -17%
Creative Planning
250
Creative Planning
Kansas
$1.03M 19,976 +4,816 +32%
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