We are live on ! Find out more
CG icon

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
JSW
276
Journey Strategic Wealth
New Jersey
$1.13M -$14.9K -238 -1%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$1.12M +$95.5K +1,528 +9%
HWAM
278
Hennion & Walsh Asset Management
New Jersey
$1.08M -$424K -6,790 -28%
TWC
279
TD Waterhouse Canada
Ontario, Canada
$1.08M -$34.9K -559 -3%
Creative Planning
280
Creative Planning
Kansas
$1.06M -$197K -3,149 -16%
Impax Asset Management Group
281
Impax Asset Management Group
United Kingdom
$1.05M +$1.04M +16,691 New
TPCW
282
TD Private Client Wealth
New York
$1.03M +$59.6K +954 +6%
4WM
283
44 Wealth Management
Oregon
$1.03M +$9.62K +154 +0.9%
SF
284
Synovus Financial
Georgia
$1.02M -$5.43K -87 -0.5%
TMAM
285
Tokio Marine Asset Management
Japan
$1.02M -$37.5K -600 -4%
SCM
286
Sterling Capital Management
North Carolina
$1.01M -$77.4K -1,239 -7%
SCA
287
SMH Capital Advisors
Texas
$1.01M -$2.94K -47 -0.2%
ORC
288
O'Rourke & Company
Massachusetts
$1.01M -$23.5K -376 -2%
SM
289
Stonegate Management
Illinois
$1M +$999K +16,000 New
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$987K -$116K -1,851 -11%
BWP
291
Baldwin Wealth Partners
Massachusetts
$986K – – –
CA
292
Clearstead Advisors
Ohio
$983K -$95.1K -1,522 -9%
SC
293
SummitTX Capital
Texas
$982K +$978K +15,659 New
KAS
294
Kestra Advisory Services
Texas
$969K -$139K -2,225 -13%
AF
295
Avanza Fonder
Sweden
$966K – – –
AWA
296
Arete Wealth Advisors
Illinois
$963K -$18.3K -293 -2%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$957K +$953K +15,260 New
NP
298
Nilsine Partners
Colorado
$949K +$945K +15,134 New
FF
299
Friedenthal Financial
New Jersey
$931K +$927K +14,847 New
WWM
300
Waterway Wealth Management
Texas
$920K +$917K +14,676 New
10 11
12
13 14

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.