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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 %
SAS
401
Stelac Advisory Services
New York
$112K +$112K +2,578 New
SSB
402
Sandy Spring Bank
Maryland
$110K +$858 +20 +0.8%
SFI
403
Siemens Fonds Invest
Germany
$110K +$110K +2,514 New
LFG
404
Larson Financial Group
Missouri
$104K +$5.32K +122 +5%
WSC
405
Wellington Shields & Co
New York
$101K – – –
CCM
406
Coldstream Capital Management
Washington
$101K +$101K +2,308 New
RAM
407
Ramirez Asset Management
New York
$100K -$21.8K -500 -18%
TVWM
408
Tower View Wealth Management
Wisconsin
$96.5K +$697 +16 +0.7%
OIA
409
Optimum Investment Advisors
Illinois
$95.9K +$95.9K +2,200 New
CTC
410
Central Trust Company
Missouri
$92.4K +$8.72K +200 +10%
SS
411
Sunbelt Securities
Texas
$87.2K – – –
HNB
412
Huntington National Bank
Ohio
$75.1K +$59.9K +1,374 +394%
LS
413
Livforsakringsbolaget Skandia
Sweden
$74.1K – – –
PS
414
Principal Securities
Iowa
$70.8K – – –
WSFS
415
Wilmington Savings Fund Society
Delaware
$69.4K +$30.1K +690 +77%
BWL
416
Bogart Wealth LLC
Virginia
$67.4K +$44 +1 +0.1%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$66.5K +$956 +27 +1%
A
418
AlphaQuest
New York
$65.6K -$105K -2,412 -62%
OAM
419
Ostrum Asset Management
France
$62.8K -$2.92K -67 -4%
GIM
420
Gold Investment Management
Alberta, Canada
$60.2K – – –
BFPW
421
BOK Financial Private Wealth
Colorado
$56.7K – – –
GWM
422
Geneos Wealth Management
Colorado
$55.6K +$49.1K +574 +755%
RIL
423
Rothschild Investment LLC
Illinois
$53.6K -$436 -10 -0.8%
Bessemer Group
424
Bessemer Group
New Jersey
$53K +$37.8K +867 +248%
CWM
425
Compass Wealth Management
Connecticut
$53K – – –
15 16
17
18 19