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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
JFG
351
Jefferies Financial Group
New York
$564K -$10.4M -166,000 -95%
FG
352
Fiduciary Group
Georgia
$564K – – –
FFM
353
Forum Financial Management
Illinois
$559K +$55.1K +882 +11%
AC
354
Allstate Corporation
Illinois
$550K +$548K +8,765 New
PAG
355
Private Advisor Group
New Jersey
$549K +$215K +3,444 +65%
QCM
356
QRG Capital Management
Illinois
$547K -$603K -9,658 -53%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$541K +$234K +3,752 +58%
WG
358
Winton Group
United Kingdom
$539K +$537K +8,601 New
EGA
359
E&G Advisors
Texas
$539K – – –
GI
360
GAMMA Investing
California
$537K +$32.6K +522 +6%
CBU
361
CIBC Bancorp USA
Illinois
$528K +$526K +8,417 New
TRCT
362
Tower Research Capital (TRC)
New York
$525K +$251K +4,013 +92%
SWM
363
Segment Wealth Management
Texas
$514K – – –
VCA
364
Verdence Capital Advisors
Maryland
$510K -$182K -2,921 -25%
EC
365
EntryPoint Capital
New York
$498K +$218K +3,484 +78%
AC
366
AXQ Capital
New Jersey
$497K -$790K -12,643 -61%
Jones Financial Companies
367
Jones Financial Companies
Missouri
$490K +$94.8K +1,518 +25%
National Pension Service
368
National Pension Service
South Korea
$490K +$249K +3,982 +104%
IIM
369
INTECH Investment Management
Florida
$485K +$484K +7,740 New
ECM
370
Everence Capital Management
Indiana
$484K – – –
TWP
371
Triad Wealth Partners
Kansas
$480K +$40.6K +650 +9%
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$480K +$57.2K +915 +14%
EC
373
EdgeRock Capital
Colorado
$475K +$2.87K +46 +0.6%
SCM
374
Shelton Capital Management
Colorado
$474K – – –
SCA
375
Snowden Capital Advisors
New York
$472K +$195K +3,126 +71%
13 14
15
16 17

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.