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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
Bank of Nova Scotia
401
Bank of Nova Scotia
Ontario, Canada
$399K -$1.13M -18,122 -74%
DAS
402
Diversify Advisory Services
Utah
$396K -$67.2K -1,076 -12%
WPC
403
Wedmont Private Capital
Pennsylvania
$393K +$34.3K +549 +9%
VWA
404
Visionary Wealth Advisors
Illinois
$393K +$125 +2 +0%
SO
405
STRS Ohio
Ohio
$392K -$1.58M -25,317 -80%
SOAMC
406
Spirit of America Management Corp
New York
$379K – – –
PCA
407
Pallas Capital Advisors
Massachusetts
$378K +$1.37K +22 +0.4%
NA
408
NewEdge Advisors
Louisiana
$375K +$29K +465 +8%
AO
409
Advisor OS
Illinois
$374K -$36.2K -580 -9%
MOS
410
MGO One Seven
Ohio
$374K +$77.2K +1,236 +26%
HAG
411
HighPoint Advisor Group
Illinois
$373K +$372K +5,951 New
PNAA
412
Pictet North America Advisors
Switzerland
$373K – – –
PA
413
Profund Advisors
Maryland
$370K +$86.3K +1,381 +30%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$367K -$443K -7,091 -55%
TI
415
Tidal Investments
Wisconsin
$367K +$365K +5,849 New
EH
416
Equitable Holdings
New York
$365K +$364K +5,829 New
D.E. Shaw & Co
417
D.E. Shaw & Co
New York
$365K +$364K +5,822 New
MA
418
MJP Associates
Connecticut
$365K -$3.12K -50 -0.9%
WIA
419
Westbourne Investment Advisors
Maryland
$364K -$18.7K -300 -5%
JIP
420
Jaffetilchin Investment Partners
Florida
$357K +$4.06K +65 +1%
PWM
421
Prentice Wealth Management
New York
$356K +$3.56K +57 +1%
NP
422
NorthRock Partners
Minnesota
$353K +$352K +5,634 New
VT
423
Volterra Technologies
New York
$347K +$345K +5,528 New
CCWM
424
Cassaday & Co Wealth Management
Virginia
$336K – – –
TP
425
Tranquility Partners
Tennessee
$327K +$61.2K +979 +23%
15 16
17
18 19

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.