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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 %
DAS
376
Dynamic Advisor Solutions
Arizona
$224K +$13.7K +314 +6%
RCG
377
Regatta Capital Group
California
$224K – – –
MWM
378
Mission Wealth Management
California
$223K -$44 -1 -0%
KCM
379
KRS Capital Management
Michigan
$223K – – –
Jones Financial Companies
380
Jones Financial Companies
Missouri
$219K +$108K +2,503 +97%
HIA
381
Harbor Investment Advisory
Maryland
$218K -$21.8K -500 -9%
PA
382
Profund Advisors
Maryland
$209K -$8.11K -186 -4%
ACM
383
Avalon Capital Management
California
$208K – – –
WPC
384
Wedmont Private Capital
Pennsylvania
$204K +$45.1K +1,244 +28%
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$204K +$6.28K +144 +3%
CFAM
386
Center For Asset Management
Florida
$203K -$16.3K -374 -7%
TCM
387
Teza Capital Management
Illinois
$201K +$201K +4,620 New
VI
388
Vestcor Inc
New Brunswick, Canada
$199K – – –
BC
389
Barrett & Company
Rhode Island
$192K +$80.9K +1,856 +73%
TSMHT
390
Thurston Springer Miller Herd & Titak
Indiana
$175K – – –
PAM
391
Paradigm Asset Management
New York
$166K – – –
ARMT
392
Amica Retiree Medical Trust
Rhode Island
$154K -$27.3K -629 -15%
UB
393
UMB Bank
Missouri
$150K -$62K -1,423 -29%
WPWM
394
Western Pacific Wealth Management
Illinois
$146K -$11.6K -266 -7%
OPTFSNA
395
Old Point Trust & Financial Services N A
Virginia
$131K +$131K +3,000 New
Walleye Trading
396
Walleye Trading
New York
$131K -$1.43M -32,893 -92%
RAM
397
Riggs Asset Management
Pennsylvania
$127K -$12.2K -280 -9%
O
398
Ossiam
France
$125K -$23.9K -548 -16%
NC
399
North Capital
Utah
$124K +$124K +2,843 New
NA
400
NewEdge Advisors
Louisiana
$114K -$291K -6,666 -72%
14 15
16
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