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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 %
ORC
251
O'Rourke & Company
Massachusetts
$749K -$35K -804 -4%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$746K -$32.8K -741 -4%
TAF
253
Tredje AP-fonden
Sweden
$742K – – –
USGIU
254
U.S. Global Investors (USGI)
Texas
$741K +$741K +17,000 New
Nordea Investment Management
255
Nordea Investment Management
Sweden
$738K -$70.4K -1,660 -9%
TMAM
256
Tokio Marine Asset Management
Japan
$734K +$242K +5,560 +49%
BEI
257
Benjamin Edwards Inc
Missouri
$728K -$278K -6,376 -28%
TFS
258
Thoroughbred Financial Services
Tennessee
$720K +$62.8K +1,442 +10%
AF
259
Avanza Fonder
Sweden
$713K -$45.5K -982 -6%
SF
260
Synovus Financial
Georgia
$703K +$22.4K +515 +3%
SAM
261
Securian Asset Management
Minnesota
$695K – – –
AWA
262
Arete Wealth Advisors
Illinois
$687K -$10.1K -232 -1%
BWP
263
Baldwin Wealth Partners
Massachusetts
$685K – – –
Creative Planning
264
Creative Planning
Kansas
$661K +$79.3K +1,820 +14%
GBA
265
Garrison Bradford & Associates
New York
$658K +$567 +13 +0.1%
SFC
266
SYM Financial Corp
Indiana
$654K -$123K -2,826 -16%
HF
267
HRT Financial
New York
$636K +$636K +14,598 New
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$614K +$26.7K +613 +5%
First Manhattan
269
First Manhattan
New York
$614K – – –
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$611K +$305K +6,991 +99%
USAA
271
United Services Automobile Association
Texas
$593K – – –
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$580K -$1.27M -29,115 -69%
AV
273
ASR Vermogensbeheer
Netherlands
$576K +$576K +13,225 New
SP
274
Stablepoint Partners
Massachusetts
$574K -$8.72K -200 -1%
JSW
275
Journey Strategic Wealth
New Jersey
$567K +$29.5K +676 +5%
9 10
11
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