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Carlyle Group

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
Name Market Value Shares Shares
Change
Shares
Change %
CWM
326
CIBC World Markets
New York
$503K 9,777 -802 -8%
ProShare Advisors
327
ProShare Advisors
Maryland
$486K 9,453 +461 +5%
LFA
328
Legacy Financial Advisors
Kentucky
$485K 9,427 +9,427 New
BRWA
329
B. Riley Wealth Advisors
Florida
$475K 9,238 +9,238 New
KA
330
Kovack Advisors
Florida
$463K 9,012 +1,057 +13%
FG
331
Fiduciary Group
Georgia
$463K 9,000
EGA
332
E&G Advisors
Texas
$442K 8,600
SG Americas Securities
333
SG Americas Securities
New York
$427K 8,310 -239,526 -97%
Allianz Asset Management
334
Allianz Asset Management
Germany
$426K 8,283 -16,717 -67%
SWM
335
Segment Wealth Management
Texas
$421K 8,200
GI
336
GAMMA Investing
California
$413K 8,042 +1,778 +28%
FFM
337
Forum Financial Management
Illinois
$413K 8,026 +642 +9%
PI
338
PFG Investments
New York
$411K 7,996 -63 -0.8%
TSS
339
Two Sigma Securities
New York
$406K 7,908 +7,908 New
ECM
340
Everence Capital Management
Indiana
$397K 7,720
SC
341
Savant Capital
Illinois
$392K 7,625 +7,625 New
SCM
342
Shelton Capital Management
Colorado
$389K 7,560 -185 -2%
EC
343
EdgeRock Capital
Colorado
$387K 7,527 +1 +0%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$381K 7,422 +228 +3%
EFG
345
Everhart Financial Group
Ohio
$380K 7,397 +565 +8%
SOW
346
State of Wyoming
Wyoming
$378K 7,348 +7,348 New
BL
347
BFSG LLC
California
$378K 7,345 +215 +3%
VA
348
Vident Advisory
Georgia
$376K 7,309 +964 +15%
EF
349
Empowered Funds
Pennsylvania
$374K 7,278 -40,959 -85%
TSWM
350
Triangle Securities Wealth Management
North Carolina
$374K 7,270 -345 -5%