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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 %
FSA
301
Fort Sheridan Advisors
Illinois
$471K – – –
CWM
302
CIBC World Markets
New York
$461K +$4.19K +96 +0.9%
TW
303
TritonPoint Wealth
Maryland
$458K -$29.2K -670 -6%
SCM
304
Sterneck Capital Management
Missouri
$456K +$174K +4,000 +62%
Axa
305
Axa
France
$455K -$12K -275 -3%
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$446K -$99.6K -2,284 -18%
GCA
307
Greenwood Capital Associates
South Carolina
$446K +$446K +10,223 New
TPCW
308
TD Private Client Wealth
New York
$439K +$419K +9,623 +2,158%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$437K +$89K +2,042 +26%
DWP
310
Daymark Wealth Partners
Ohio
$437K +$225K +5,172 +107%
Verition Fund Management
311
Verition Fund Management
Connecticut
$427K -$436 -10 -0.1%
BPC
312
Bearing Point Capital
Minnesota
$427K +$9.37K +215 +2%
1832 Asset Management
313
1832 Asset Management
Ontario, Canada
$423K – – –
AC
314
AXQ Capital
New Jersey
$410K +$410K +9,417 New
SCP
315
Stamos Capital Partners
California
$396K +$396K +9,089 New
FG
316
Fiduciary Group
Georgia
$392K +$8.72K +200 +2%
ProShare Advisors
317
ProShare Advisors
Maryland
$392K -$38.6K -886 -9%
BAMF
318
BI Asset Management Fondsmaeglerselskab
Denmark
$383K -$1.22M -28,097 -76%
EGA
319
E&G Advisors
Texas
$375K – – –
SIG
320
Stonegate Investment Group
Alabama
$371K +$109K +2,511 +42%
NW
321
NewEdge Wealth
Pennsylvania
$368K +$17.2K +394 +5%
MYAM
322
Meiji Yasuda Asset Management
Japan
$368K -$28.6K -657 -7%
TC
323
TownSquare Capital
Utah
$364K +$364K +8,357 New
SWM
324
Segment Wealth Management
Texas
$357K – – –
PI
325
PFG Investments
New York
$351K -$9.24K -212 -3%
11 12
13
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