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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
0.1%
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
SP
301
Stablepoint Partners
Massachusetts
$913K +$125 +2 +0%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$911K +$648K +10,370 +249%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$891K +$4.18K +67 +0.5%
US Bancorp
304
US Bancorp
Minnesota
$851K -$9.74K -156 -1%
DC
305
Davenport & Co
Virginia
$848K +$49.6K +794 +6%
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$846K +$48.4K +775 +6%
AV
307
ASR Vermogensbeheer
Netherlands
$827K +$312 +5 +0%
EF
308
Empowered Funds
Pennsylvania
$807K +$350K +5,599 +77%
GAM
309
Guinness Asset Management
United Kingdom
$792K -$13.5K -216 -2%
SFS
310
Stiles Financial Services
Minnesota
$785K +$21.4K +342 +3%
TFS
311
Thoroughbred Financial Services
Tennessee
$784K -$71.8K -1,150 -8%
First Manhattan
312
First Manhattan
New York
$768K -$114K -1,825 -13%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$768K +$61.4K +983 +9%
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$763K – – –
VA
315
VestGen Advisors
Illinois
$748K +$746K +11,935 New
HWM
316
HB Wealth Management
Georgia
$747K +$39.9K +638 +6%
RL
317
Retireful LLC
Michigan
$734K +$731K +11,703 New
JWCA
318
J.W. Cole Advisors
Florida
$727K +$55.9K +895 +8%
SAM
319
Storebrand Asset Management
Norway
$727K +$166K +2,654 +30%
Marshall Wace
320
Marshall Wace
United Kingdom
$727K +$724K +11,591 New
MGAM
321
McGowan Group Asset Management
Texas
$719K +$750 +12 +0.1%
PAS
322
Park Avenue Securities
New York
$710K -$85K -1,361 -11%
GIBU
323
Gulf International Bank (UK)
United Kingdom
$706K -$29K -464 -4%
WA
324
Waverly Advisors
Alabama
$704K +$366K +5,855 +109%
NSIM
325
North Star Investment Management
Illinois
$695K -$34.1K -546 -5%
11 12
13
14 15

CG Hedge Fund Activity: Q3 2025 in Review

638 of the 7,620 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.