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Carlyle Group
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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 %
BWP
276
Baldwin Wealth Partners
Massachusetts
$808K 15,720 – –
AWA
277
Arete Wealth Advisors
Illinois
$805K 15,658 -98 -0.6%
TPCW
278
TD Private Client Wealth
New York
$796K 15,480 +5,411 +54%
AF
279
Avanza Fonder
Sweden
$792K 15,407 – –
ACM
280
Aster Capital Management
United Arab Emirates
$789K 15,355 +15,355 New
BCI
281
Brinker Capital Investments
Pennsylvania
$772K 15,022 +3,344 +29%
SCP
282
Stamos Capital Partners
California
$756K 14,707 +5,618 +62%
SP
283
Stablepoint Partners
Massachusetts
$748K 14,560 +1,383 +10%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$727K 14,148 +61 +0.4%
First Manhattan
285
First Manhattan
New York
$723K 14,075 – –
US Bancorp
286
US Bancorp
Minnesota
$705K 13,724 -5,012 -27%
TFS
287
Thoroughbred Financial Services
Tennessee
$702K 13,663 -2,876 -17%
AV
288
ASR Vermogensbeheer
Netherlands
$678K 13,186 -39 -0.3%
CP
289
CenterBook Partners
Connecticut
$668K 13,004 +13,004 New
SBH
290
Segall Bryant & Hamill
Illinois
$668K 13,000 – –
SFC
291
SYM Financial Corp
Indiana
$667K 12,985 -2,021 -13%
EDRH
292
Edmond de Rothschild Holding
Switzerland
$665K 12,941 -179,716 -93%
DC
293
Davenport & Co
Virginia
$654K 12,731 +758 +6%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$653K 12,711 +2,479 +24%
PAS
295
Park Avenue Securities
New York
$652K 12,682 +1,379 +12%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$645K 12,549 +2,527 +25%
GAM
297
Guinness Asset Management
United Kingdom
$638K 12,417 +288 +2%
SFS
298
Stiles Financial Services
Minnesota
$626K 12,174 +48 +0.4%
Janus Henderson Group
299
Janus Henderson Group
United Kingdom
$626K 12,173 -821 -6%
BHCM
300
Brevan Howard Capital Management
Jersey
$619K 12,036 +12,036 New
10 11
12
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