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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 %
PWP
326
Principle Wealth Partners
Connecticut
$350K – – –
MGIA
327
Moneta Group Investment Advisors
Missouri
$348K -$80.2K -1,839 -19%
KA
328
Kovack Advisors
Florida
$347K -$1.26K -29 -0.4%
Aviva
329
Aviva
United Kingdom
$346K -$412K -9,461 -54%
DG
330
DMC Group
Alabama
$341K +$38.5K +883 +13%
SCM
331
Shelton Capital Management
Colorado
$338K -$8.33K -191 -2%
ECM
332
Everence Capital Management
Indiana
$337K – – –
SFS
333
Sowell Financial Services
Arkansas
$333K +$333K +7,628 New
TSWM
334
Triangle Securities Wealth Management
North Carolina
$332K – – –
EC
335
EdgeRock Capital
Colorado
$328K +$872 +20 +0.3%
IFU
336
iSAM Funds (UK)
United Kingdom
$328K -$185K -4,250 -36%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$324K +$138K +3,166 +74%
TWP
338
Triad Wealth Partners
Kansas
$324K -$36.6K -839 -10%
SSA
339
Schonfeld Strategic Advisors
New York
$323K -$155K -3,545 -32%
FFM
340
Forum Financial Management
Illinois
$322K +$36.8K +844 +13%
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$314K -$235K -5,398 -43%
BL
342
BFSG LLC
California
$311K +$35.7K +818 +13%
GT
343
Glenview Trust
Kentucky
$310K -$55.9K -1,282 -15%
KWM
344
Keebeck Wealth Management
Illinois
$308K – – –
SW
345
SlateStone Wealth
Florida
$306K – – –
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$302K -$160K -3,661 -35%
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$299K – – –
CAM
348
CenterStar Asset Management
Illinois
$298K +$298K +6,843 New
EFG
349
Everhart Financial Group
Ohio
$298K -$5.97K -137 -2%
IMCOOI
350
Investment Management Corp of Ontario (IMCO)
Canada
$288K +$8.72K +200 +3%
12 13
14
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