CG icon

Carlyle Group
CG

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 %
Nordea Investment Management
251
Nordea Investment Management
Sweden
$1.01M 19,780 +2,390 +14%
ICM
252
Intrepid Capital Management
Florida
$989K 19,245 +1,053 +6%
William Blair & Company
253
William Blair & Company
Illinois
$986K 19,179 -2,274 -11%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$985K 19,173 +500 +3%
SCA
255
SMH Capital Advisors
Texas
$979K 19,052 -374 -2%
GBA
256
Garrison Bradford & Associates
New York
$974K 18,943 +3,850 +26%
DWP
257
Daymark Wealth Partners
Ohio
$972K 18,909 +8,895 +89%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$965K 18,275 +1,395 +8%
QCM
259
QRG Capital Management
Illinois
$944K 18,374 -2,455 -12%
JSW
260
Journey Strategic Wealth
New Jersey
$938K 18,240 +5,236 +40%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$934K 18,168 -10,433 -36%
KAS
262
Kestra Advisory Services
Texas
$909K 17,678 -3,050 -15%
AWA
263
Arkadios Wealth Advisors
Georgia
$907K 17,647 -551 -3%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$904K 17,596 -1,862 -10%
JG
265
Jain Global
New York
$902K 17,555 +17,555 New
SCM
266
Sterling Capital Management
North Carolina
$895K 17,409 +5,237 +43%
QCM
267
Quantinno Capital Management
New York
$884K 17,201 +17,201 New
CA
268
Clearstead Advisors
Ohio
$884K 17,193 -231 -1%
BEI
269
Benjamin Edwards Inc
Missouri
$880K 17,111 +415 +2%
TMAM
270
Tokio Marine Asset Management
Japan
$866K 16,848 – –
ORC
271
O'Rourke & Company
Massachusetts
$849K 16,508 -678 -4%
SF
272
Synovus Financial
Georgia
$844K 16,417 +281 +2%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$841K 16,359 +9,441 +136%
SAM
274
Securian Asset Management
Minnesota
$834K 16,226 +273 +2%
4WM
275
44 Wealth Management
Oregon
$833K 16,212 +4,692 +41%
9 10
11
12 13