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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
ProShare Advisors
326
ProShare Advisors
Maryland
$694K +$101K +1,623 +17%
IMCOOI
327
Investment Management Corp of Ontario (IMCO)
Canada
$691K +$332K +5,314 +93%
CCA
328
Catalyst Capital Advisors
New York
$690K – – –
AIM
329
AXA Investment Managers
France
$687K +$684K +10,949 New
Macquarie Group
330
Macquarie Group
Australia
$681K -$42.8K -685 -6%
FSA
331
Fort Sheridan Advisors
Illinois
$677K – – –
BPC
332
Bearing Point Capital
Minnesota
$676K -$3.75K -60 -0.6%
FCM
333
FJ Capital Management
Virginia
$671K +$422K +6,750 +171%
CAM
334
Carret Asset Management
New York
$669K -$15.6K -250 -2%
TW
335
TritonPoint Wealth
Maryland
$659K – – –
TGAM
336
TBH Global Asset Management
Tennessee
$651K -$15.4K -246 -2%
AAP
337
Arax Advisory Partners
Colorado
$650K +$619K +9,915 +2,184%
LFA
338
Legacy Financial Advisors
Kentucky
$649K +$57.9K +927 +10%
SIG
339
Stonegate Investment Group
Alabama
$632K – – –
MC
340
Moors & Cabot
Massachusetts
$629K -$62.5K -1,000 -9%
AAM
341
Advisors Asset Management
Colorado
$626K +$204K +3,264 +49%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$617K +$335K +5,357 +119%
SSA
343
Schonfeld Strategic Advisors
New York
$612K -$3.85M -61,577 -86%
VRS
344
Virginia Retirement Systems
Virginia
$589K +$587K +9,400 New
Allianz Asset Management
345
Allianz Asset Management
Germany
$587K +$67.4K +1,079 +13%
GCA
346
Greenwood Capital Associates
South Carolina
$574K -$53.5K -857 -9%
EFG
347
Everhart Financial Group
Ohio
$573K +$109K +1,744 +24%
RWM
348
Ritholtz Wealth Management
New York
$572K +$570K +9,125 New
RPCONE
349
Retirement Planning Company of New England
Rhode Island
$571K -$129K -2,062 -18%
PA
350
Promethium Advisors
Maryland
$567K -$136K -2,174 -19%
12 13
14
15 16

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.