CG icon

Carlyle Group

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
Name Market Value Shares Shares
Change
Shares
Change %
National Pension Service
426
National Pension Service
South Korea
$197K 3,828 +2,959 +341%
BIG
427
Brooklyn Investment Group
New York
$197K 3,825 +2,763 +260%
UB
428
UMB Bank
Missouri
$195K 3,792 +347 +10%
CI Investments Inc
429
CI Investments Inc
Ontario, Canada
$190K 3,698 -979 -21%
WPWM
430
Western Pacific Wealth Management
Illinois
$172K 3,356 +9 +0.3%
LFG
431
Larson Financial Group
Missouri
$169K 3,287 +891 +37%
SFI
432
Siemens Fonds Invest
Germany
$162K 3,155 +641 +25%
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$159K 3,086 -456 -13%
OPTFSNA
434
Old Point Trust & Financial Services N A
Virginia
$154K 3,000
NC
435
North Capital
Utah
$146K 2,843
AUB
436
Atlantic Union Bankshares
Virginia
$130K 2,562 +2,562 New
Bessemer Group
437
Bessemer Group
New Jersey
$122K 2,381 +1,164 +96%
TVWM
438
Tower View Wealth Management
Wisconsin
$115K 2,231 +17 +0.8%
CTC
439
Central Trust Company
Missouri
$109K 2,120
RAM
440
Ramirez Asset Management
New York
$108K 2,100 -200 -9%
WSC
441
Wellington Shields & Co
New York
$108K 2,098 -217 -9%
BNP Paribas Asset Management
442
BNP Paribas Asset Management
France
$105K 2,045 +2,045 New
SS
443
Sunbelt Securities
Texas
$101K 2,000
A
444
AlphaQuest
New York
$99.6K 1,937 +433 +29%
OIA
445
Optimum Investment Advisors
Illinois
$92.5K 1,800 -400 -18%
HNB
446
Huntington National Bank
Ohio
$91.9K 1,788 +65 +4%
HFS
447
Hantz Financial Services
Michigan
$88K 1,703 +1,639 +2,561%
LS
448
Livforsakringsbolaget Skandia
Sweden
$87.4K 1,700
PS
449
Principal Securities
Iowa
$86.7K 1,687 +284 +20%
IHWM
450
Iron Horse Wealth Management
Iowa
$85.5K 1,664 +1,664 New