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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 %
PA
401
Profund Advisors
Maryland
$233K 4,528 -258 -5%
IPAM
402
Investment Partners Asset Management
New Jersey
$233K 4,528 +4,528 New
HA
403
Herold Advisors
New York
$231K 4,500 +4,500 New
IAIM
404
International Assets Investment Management
Florida
$229K 4,458 +4,458 New
EC
405
EntryPoint Capital
New York
$229K 4,452 +4,452 New
RCG
406
Regatta Capital Group
California
$228K 4,431 -713 -14%
IWC
407
Integrated Wealth Concepts
Massachusetts
$227K 4,419 -1,154 -21%
CSA
408
Cornerstone Select Advisors
Missouri
$227K 4,415 +4,415 New
BC
409
Barrett & Company
Rhode Island
$226K 4,406 – –
SCA
410
Snowden Capital Advisors
New York
$226K 4,403 +4,403 New
TRCT
411
Tower Research Capital (TRC)
New York
$224K 4,361 -7,170 -62%
BPCE
412
Bank Pictet & Cie (Europe)
Germany
$218K 4,250 +4,250 New
MFG
413
Merit Financial Group
Georgia
$218K 4,246 +4,246 New
MCP
414
Mirador Capital Partners
California
$218K 4,243 +4,243 New
TP
415
Tranquility Partners
Tennessee
$218K 4,242 +4,242 New
AGDI
416
Absolute Gestao de Investimentos
Brazil
$218K 4,235 +4,235 New
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K 4,163 +3,123 +300%
WCA
418
Whetstone Capital Advisors
Kansas
$210K 4,093 +4,093 New
RWM
419
Revisor Wealth Management
Ohio
$206K 3,528 +3,528 New
TSMHT
420
Thurston Springer Miller Herd & Titak
Indiana
$206K 4,008 – –
BSHC
421
Breed's Hill Capital
Massachusetts
$206K 4,000 +4,000 New
UM
422
UniSuper Management
Australia
$206K 4,000 +4,000 New
GC
423
Guggenheim Capital
Illinois
$204K 3,969 +3,969 New
BWFA
424
Baltimore-Washington Financial Advisors
Maryland
$203K 3,949 +3,949 New
FCM
425
FJ Capital Management
Virginia
$203K 3,946 +3,946 New
15 16
17
18 19