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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
AWM
251
Apollon Wealth Management
South Carolina
$1.51M +$80.3K +1,286 +6%
ZF
252
Zhang Financial
Michigan
$1.49M -$173K -2,777 -10%
Mariner
253
Mariner
Kansas
$1.48M -$583K -9,332 -28%
I
254
InceptionR
California
$1.44M +$1.43M +22,960 New
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$1.41M +$624K +9,985 +80%
P
256
&Partners
Tennessee
$1.4M -$30.2K -484 -2%
DADC
257
D.A. Davidson & Co
Montana
$1.39M -$171K -2,740 -11%
DWP
258
Daymark Wealth Partners
Ohio
$1.38M +$189K +3,023 +16%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$1.36M +$123K +1,966 +10%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$23.3K +373 +2%
Federated Hermes
261
Federated Hermes
Pennsylvania
$1.33M +$83.5K +1,336 +7%
BCI
262
Brinker Capital Investments
Pennsylvania
$1.33M +$386K +6,180 +41%
William Blair & Company
263
William Blair & Company
Illinois
$1.27M +$67.5K +1,080 +6%
CCS
264
Concentric Capital Strategies
Connecticut
$1.27M +$1.26M +20,206 New
BEI
265
Benjamin Edwards Inc
Missouri
$1.26M +$187K +3,000 +18%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1.26M – – –
CA
267
Carson Advisory
Georgia
$1.26M -$43.7K -700 -3%
HRC
268
Hoertkorn Richard Charles
$1.25M – – –
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$1.24M +$37.5K +600 +3%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$1.24M -$462K -7,399 -27%
SAM
271
Securian Asset Management
Minnesota
$1.22M +$205K +3,278 +20%
AWA
272
Arkadios Wealth Advisors
Georgia
$1.19M +$82.5K +1,321 +7%
GBA
273
Garrison Bradford & Associates
New York
$1.18M -$6.25K -100 -0.5%
ICM
274
Intrepid Capital Management
Florida
$1.17M -$41.2K -660 -3%
CP
275
CenterBook Partners
Connecticut
$1.14M +$325K +5,206 +40%
9 10
11
12 13

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.