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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
Norges Bank
2
Norges Bank
Norway
$150M
3
Harris Associates
3
Harris Associates
Illinois
$582M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$1.62B

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 %
GIBU
301
Gulf International Bank (UK)
United Kingdom
$602K 11,721 -5,527 -32%
VCA
302
Verdence Capital Advisors
Maryland
$600K 11,673 +212 +2%
NSIM
303
North Star Investment Management
Illinois
$598K 11,625 -237 -2%
Macquarie Group
304
Macquarie Group
Australia
$593K 11,544 – –
MGAM
305
McGowan Group Asset Management
Texas
$589K 11,457 +294 +3%
HWM
306
HB Wealth Management
Georgia
$580K 11,278 -759 -6%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$579K 11,262 +3,833 +52%
PA
308
Promethium Advisors
Maryland
$577K 11,223 -1,342 -11%
RPCONE
309
Retirement Planning Company of New England
Rhode Island
$574K 11,171 -132 -1%
MC
310
Moors & Cabot
Massachusetts
$567K 11,029 +225 +2%
CCA
311
Catalyst Capital Advisors
New York
$565K 11,000 – –
DAS
312
Diversify Advisory Services
Utah
$565K 8,719 +8,719 New
CAM
313
Carret Asset Management
New York
$561K 10,915 -275 -2%
BPC
314
Bearing Point Capital
Minnesota
$557K 10,835 +1,050 +11%
FSA
315
Fort Sheridan Advisors
Illinois
$555K 10,800 – –
JWCA
316
J.W. Cole Advisors
Florida
$550K 10,703 -253 -2%
TGAM
317
TBH Global Asset Management
Tennessee
$546K 10,625 -1,148 -10%
Axa
318
Axa
France
$544K 10,578 +135 +1%
NW
319
NewEdge Wealth
Pennsylvania
$542K 8,801 +348 +4%
TW
320
TritonPoint Wealth
Maryland
$540K 10,513 +3 +0%
SCM
321
Sterneck Capital Management
Missouri
$538K 10,469 – –
SIG
322
Stonegate Investment Group
Alabama
$518K 10,077 +1,566 +18%
GCA
323
Greenwood Capital Associates
South Carolina
$515K 10,012 -211 -2%
Aviva
324
Aviva
United Kingdom
$510K 9,916 +1,969 +25%
OMC
325
Old Mission Capital
Illinois
$503K 9,780 +9,780 New
11 12
13
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