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Carlyle Group
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Overview Fund Activity

519 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-42
Holders Change %
-7.49%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
55
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$244M
2
Millennium Management
Millennium Management
New York
+$235M
3
BlackRock
BlackRock
New York
+$229M
4
UBS Group
UBS Group
Switzerland
+$68.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$49.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$89.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
3
Morgan Stanley
Morgan Stanley
New York
-$60.3M
4
ACM
Argent Capital Management
Missouri
-$57M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$1.04M -$12.7K -291 -1%
KPWS
227
Kestra Private Wealth Services
Texas
$1.03M +$276K +6,343 +37%
P
228
&Partners
Tennessee
$1.02M +$161K +3,726 +19%
Prudential Financial
229
Prudential Financial
New Jersey
$970K +$176K +3,530 +22%
William Blair & Company
230
William Blair & Company
Illinois
$935K -$193K -4,427 -17%
QCM
231
QRG Capital Management
Illinois
$908K -$66.7K -1,530 -7%
KAS
232
Kestra Advisory Services
Texas
$904K -$1.58M -36,138 -64%
VPIM
233
Vanguard Personalized Indexing Management
California
$895K -$43.9K -1,008 -5%
ZF
234
Zhang Financial
Michigan
$886K +$283K +6,499 +47%
AWM
235
Apollon Wealth Management
South Carolina
$878K +$38.7K +887 +5%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$876K – – –
Federated Hermes
237
Federated Hermes
Pennsylvania
$871K +$100K +2,303 +13%
IPW
238
Impact Partnership Wealth
Georgia
$862K +$353K +8,100 +69%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$848K +$93.8K +2,152 +12%
SCA
240
SMH Capital Advisors
Texas
$847K +$188K +4,322 +29%
US Bancorp
241
US Bancorp
Minnesota
$817K -$2.57M -58,966 -76%
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$814K +$34.9K +800 +4%
SCA
243
STALEY CAPITAL ADVISERS
Pennsylvania
$813K +$813K +18,650 New
CA
244
Carson Advisory
Georgia
$803K +$148K +3,400 +23%
AWA
245
Arkadios Wealth Advisors
Georgia
$793K -$84.9K -1,948 -10%
ICM
246
Intrepid Capital Management
Florida
$793K +$107K +2,457 +16%
PI
247
PineBridge Investments
New York
$786K -$1.86M -42,727 -70%
Schroder Investment Management Group
248
Schroder Investment Management Group
United Kingdom
$766K -$232K -5,370 -23%
CA
249
Clearstead Advisors
Ohio
$760K -$29.1K -668 -4%
GIBU
250
Gulf International Bank (UK)
United Kingdom
$751K – – –
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