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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 %
SBH
276
Segall Bryant & Hamill
Illinois
$567K – – –
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$560K -$104K -2,400 -16%
PA
278
Promethium Advisors
Maryland
$548K -$15.3K -350 -3%
SCM
279
Sterling Capital Management
North Carolina
$531K -$35K -804 -6%
GAM
280
Guinness Asset Management
United Kingdom
$529K -$69.3K -1,590 -12%
SFS
281
Stiles Financial Services
Minnesota
$529K +$1.96K +45 +0.4%
HWM
282
HB Wealth Management
Georgia
$525K +$28.6K +657 +6%
DC
283
Davenport & Co
Virginia
$522K +$114K +2,607 +28%
NSIM
284
North Star Investment Management
Illinois
$517K -$49.3K -1,131 -9%
TGAM
285
TBH Global Asset Management
Tennessee
$513K – – –
BCI
286
Brinker Capital Investments
Pennsylvania
$509K +$142K +3,262 +39%
OPS
287
Orion Portfolio Solutions
Nebraska
$509K +$142K +3,262 +39%
Macquarie Group
288
Macquarie Group
Australia
$503K – – –
TRCT
289
Tower Research Capital (TRC)
New York
$503K -$68.6K -1,574 -12%
4WM
290
44 Wealth Management
Oregon
$502K +$502K +11,520 New
VCA
291
Verdence Capital Advisors
Maryland
$500K +$158K +3,625 +46%
PAS
292
Park Avenue Securities
New York
$493K +$132K +3,015 +36%
RPCONE
293
Retirement Planning Company of New England
Rhode Island
$493K +$45.5K +1,044 +10%
IIM
294
INTECH Investment Management
Florida
$489K -$69.3K -1,589 -12%
CAM
295
Carret Asset Management
New York
$488K -$4.36K -100 -0.9%
MGAM
296
McGowan Group Asset Management
Texas
$487K +$654 +15 +0.1%
CCA
297
Catalyst Capital Advisors
New York
$479K +$218K +5,000 +83%
JWCA
298
J.W. Cole Advisors
Florida
$478K +$240K +5,517 +101%
Wealth Enhancement Advisory Services
299
Wealth Enhancement Advisory Services
Minnesota
$476K +$245K +5,611 +106%
MC
300
Moors & Cabot
Massachusetts
$471K +$116K +2,651 +33%
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