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Carlyle Group

558 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
558
Holders Change
+38
Holders Change %
+7.31%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
91
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 %
MGIA
351
Moneta Group Investment Advisors
Missouri
$370K 7,189 -800 -10%
SF
352
Summit Financial
New Jersey
$368K 7,155 +7,155 New
PWP
353
Principle Wealth Partners
Connecticut
$367K 7,131 -900 -11%
GT
354
Glenview Trust
Kentucky
$365K 7,109
KWM
355
Keebeck Wealth Management
Illinois
$363K 7,057
SW
356
SlateStone Wealth
Florida
$361K 7,029
TWP
357
Triad Wealth Partners
Kansas
$360K 7,007 -419 -6%
Fayez Sarofim & Co
358
Fayez Sarofim & Co
Texas
$352K 6,849
1832 Asset Management
359
1832 Asset Management
Ontario, Canada
$346K 6,735 -2,970 -31%
AAM
360
Advisors Asset Management
Colorado
$346K 6,726 +6,726 New
AAS
361
Avantax Advisory Services
Texas
$341K 6,626 +6,626 New
AO
362
Advisor OS
Illinois
$337K 6,552
FTWA
363
Fifth Third Wealth Advisors
Ohio
$336K 6,540 -48 -0.7%
ET
364
Equitable Trust
Tennessee
$333K 6,482 -81,579 -93%
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$332K 6,457 +1,023 +19%
WPC
366
Wedmont Private Capital
Pennsylvania
$332K 5,831 +196 +3%
DG
367
DMC Group
Alabama
$328K 6,389 -1,426 -18%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$327K 6,365
VWA
369
Visionary Wealth Advisors
Illinois
$322K 6,259 +3 +0%
Jones Financial Companies
370
Jones Financial Companies
Missouri
$315K 6,149 +1,077 +21%
WIA
371
Westbourne Investment Advisors
Maryland
$314K 6,100 +400 +7%
SOAMC
372
Spirit of America Management Corp
New York
$311K 6,050
PCA
373
Pallas Capital Advisors
Massachusetts
$308K 6,000 +6,000 New
PNAA
374
Pictet North America Advisors
Switzerland
$306K 5,950
MYAM
375
Meiji Yasuda Asset Management
Japan
$302K 5,866 -2,581 -31%