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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 %
FTWA
351
Fifth Third Wealth Advisors
Ohio
$287K +$1.09K +25 +0.4%
AO
352
Advisor OS
Illinois
$286K +$45K +1,033 +19%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$277K +$9.37K +215 +3%
RIM
354
Rakuten Investment Management
Japan
$277K +$277K +6,415 New
VA
355
Vident Advisory
Georgia
$277K +$60.5K +1,387 +28%
GI
356
GAMMA Investing
California
$273K +$34.9K +801 +15%
VWA
357
Visionary Wealth Advisors
Illinois
$273K -$39.1K -897 -13%
SOAMC
358
Spirit of America Management Corp
New York
$264K – – –
BRWM
359
Blue Rock Wealth Management
North Carolina
$262K +$262K +6,000 New
PNAA
360
Pictet North America Advisors
Switzerland
$259K – – –
PWM
361
Prentice Wealth Management
New York
$254K +$254K +5,820 New
PAG
362
Private Advisor Group
New Jersey
$252K +$87 +2 +0%
WIA
363
Westbourne Investment Advisors
Maryland
$248K – – –
JIP
364
Jaffetilchin Investment Partners
Florida
$247K +$1.96K +45 +0.8%
IWC
365
Integrated Wealth Concepts
Massachusetts
$243K +$785 +18 +0.3%
CL
366
Choreo LLC
Illinois
$241K -$13.5K -309 -5%
Focus Partners Wealth
367
Focus Partners Wealth
Massachusetts
$237K +$51K +1,169 +27%
SWM
368
Spire Wealth Management
Virginia
$234K +$18.7K +428 +9%
MA
369
MJP Associates
Connecticut
$231K +$40K +917 +21%
CSP
370
Cary Street Partners
Virginia
$229K -$4.84K -111 -2%
FPCP
371
Fort Point Capital Partners
California
$228K – – –
Wellington Management Group
372
Wellington Management Group
Massachusetts
$228K -$150K -3,440 -40%
M&T Bank
373
M&T Bank
New York
$226K -$40K -918 -15%
WA
374
Waverly Advisors
Alabama
$225K +$225K +5,171 New
Credit Agricole
375
Credit Agricole
France
$225K -$94.5K -2,169 -30%
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15
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