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Carlyle Group
CG

638 hedge funds and large institutions have $14.3B invested in Carlyle Group in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 221 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 44

125% more call options, than puts

Call options by funds: $264M | Put options by funds: $117M

21% more capital invested

Capital invested by funds: $11.8B → $14.3B (+$2.47B)

17% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 189

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more funds holding

Funds holding: 571 → 638 (+67)

0.68% less ownership

Funds ownership: 63.65% → 62.97% (-0.68%)

Holders
638
Holders Change
+67
Holders Change %
+11.73%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
119
Increased
221
Reduced
189
Closed
44
Calls
$264M
Puts
$117M
Net Calls
+$147M
Net Calls Change
+$77.5M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$184M
2
State Street
State Street
Massachusetts
+$107M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$75.3M
4
BlackRock
BlackRock
New York
+$66.2M
5
Morgan Stanley
Morgan Stanley
New York
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$82.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$82.3M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$75M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.3M
5
Goldman Sachs
Goldman Sachs
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
226
Bleakley Financial Group
New Jersey
$1.91M -$493K -7,886 -21%
NAM
227
Nissay Asset Management
Japan
$1.87M +$52.2K +835 +3%
TCM
228
Tanaka Capital Management
New York
$1.81M +$1.8M +28,841 New
BPC
229
Banque Pictet & Cie
Switzerland
$1.8M – – –
MIG
230
Meketa Investment Group
Massachusetts
$1.78M -$217K -3,471 -11%
Credit Agricole
231
Credit Agricole
France
$1.77M +$1.77M +28,275 New
SOADOR
232
State of Alaska Department of Revenue
Alaska
$1.76M +$263K +4,212 +18%
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$1.76M +$620K +9,918 +55%
TAM
234
Tocqueville Asset Management
New York
$1.75M – – –
MNBTD
235
Moody National Bank Trust Division
Texas
$1.74M -$48.7K -779 -3%
FP
236
FFG Partners
Florida
$1.71M +$1.71M +27,315 New
VOYA Investment Management
237
VOYA Investment Management
Georgia
$1.71M -$122K -1,945 -7%
Swedbank
238
Swedbank
Sweden
$1.68M – – –
JWM
239
Jeppson Wealth Management
California
$1.66M -$12.7K -204 -0.8%
TCM
240
Twin Capital Management
Pennsylvania
$1.65M -$1.49M -23,836 -48%
KPWS
241
Kestra Private Wealth Services
Texas
$1.65M -$38.8K -621 -2%
AI
242
Atria Investments
North Carolina
$1.62M +$143K +2,283 +10%
OAM
243
OP Asset Management
$1.61M – – –
VPIM
244
Vanguard Personalized Indexing Management
California
$1.57M +$51.9K +831 +3%
MCM
245
Maltese Capital Management
New York
$1.57M +$1.56M +25,000 New
OBWG
246
Onyx Bridge Wealth Group
New York
$1.56M +$1.56M +24,951 New
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$1.54M -$4.81K -77 -0.3%
IFU
248
iSAM Funds (UK)
United Kingdom
$1.52M +$217K +3,473 +17%
TI
249
Trexquant Investment
Connecticut
$1.52M -$8.71M -139,469 -85%
WW
250
Waterfront Wealth
Kansas
$1.51M – – –
8 9
10
11 12

CG Hedge Fund Activity: Q3 2025 in Review

638 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2025, worth a combined $14.3B — up 21% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new CG positions and 44 closed out — a net gain of 75 holders — while 221 added to existing stakes and 189 trimmed.

The largest buyer was Millennium Management, adding an estimated $184M. The largest seller was BAMCO Inc, cutting an estimated $82.8M.

  • 638 institutional investors held Carlyle Group (CG) as of Q3 2025, up from 571 in Q2 2025.
  • Funds reported $14.3B of Carlyle Group stock for Q3 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Carlyle Group positions in Q3 2025 and 44 closed out, a net change of +75 holders.
  • The largest Carlyle Group buyer in Q3 2025 was Millennium Management, an estimated $184M added.
  • The largest Carlyle Group seller in Q3 2025 was BAMCO Inc, an estimated $82.8M sold.

Based on aggregated 13F filings for Q3 2025.