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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$170M
2
Norges Bank
2
Norges Bank
Norway
$150M
3
Harris Associates
3
Harris Associates
Illinois
$582M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$1.62B

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$102M
2
VVP
2
Vulcan Value Partners
Alabama
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$511M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70M
5
Amundi
5
Amundi
France
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
376
MJP Associates
Connecticut
$301K 5,864 +574 +11%
IMCOOI
377
Investment Management Corp of Ontario (IMCO)
Canada
$293K 5,709 -900 -14%
JIP
378
Jaffetilchin Investment Partners
Florida
$289K 5,631 -35 -0.6%
PWM
379
Prentice Wealth Management
New York
$289K 5,616 -204 -4%
NA
380
NewEdge Advisors
Louisiana
$284K 5,516 +2,904 +111%
SWM
381
Spire Wealth Management
Virginia
$281K 5,460 +95 +2%
WA
382
Waverly Advisors
Alabama
$276K 5,373 +202 +4%
CCWM
383
Cassaday & Co Wealth Management
Virginia
$276K 5,363 +5,363 New
DAS
384
Dynamic Advisor Solutions
Arizona
$273K 5,320 +173 +3%
PAG
385
Private Advisor Group
New Jersey
$273K 5,308 -475 -8%
CSP
386
Cary Street Partners
Virginia
$269K 5,243 -20 -0.4%
MWM
387
Mission Wealth Management
California
$264K 5,136 +13 +0.3%
KCM
388
KRS Capital Management
Michigan
$263K 5,120 – –
FPCP
389
Fort Point Capital Partners
California
$258K 5,025 -200 -4%
TCM
390
Teza Capital Management
Illinois
$258K 5,013 +393 +9%
HIA
391
Harbor Investment Advisory
Maryland
$257K 5,000 – –
CFAM
392
Center For Asset Management
Florida
$254K 5,033 +374 +8%
Twin Tree Management
393
Twin Tree Management
Texas
$252K 4,909 +4,909 New
M&T Bank
394
M&T Bank
New York
$249K 4,835 -350 -7%
RSWM
395
Robertson Stephens Wealth Management
California
$244K 4,749 +4,749 New
MOS
396
MGO One Seven
Ohio
$243K 4,725 +4,725 New
SAS
397
Stelac Advisory Services
New York
$241K 4,686 +2,108 +82%
MYLI
398
Meiji Yasuda Life Insurance
Japan
$241K 4,679 +4,679 New
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$236K 4,465 +4,465 New
VI
400
Vestcor Inc
New Brunswick, Canada
$234K 4,543 -21 -0.5%
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