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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 %
EWA
426
EverSource Wealth Advisors
Alabama
$51.3K +$5.01K +115 +11%
VNA
427
Valley National Advisers
Pennsylvania
$50K +$26.4K +611 +112%
SAM
428
Smartleaf Asset Management
Massachusetts
$50K -$3.06K -71 -6%
IA
429
IFP Advisors
Florida
$49.1K -$8.81K -202 -15%
HCP
430
Hexagon Capital Partners
Arkansas
$47.7K +$697 +16 +1%
BIG
431
Brooklyn Investment Group
New York
$46.3K +$10.3K +236 +29%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K +$23.5K +539 +108%
RWS
433
Retirement Wealth Solutions
Wisconsin
$44.9K -$4.62K -106 -9%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$43.6K – – –
FFA
435
Farther Finance Advisors
California
$43.1K +$23.2K +525 +117%
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.5K – – –
CFO
437
CVA Family Office
Colorado
$38.4K +$741 +17 +2%
NC
438
NewSquare Capital
Pennsylvania
$38.1K +$37.8K +867 +14,450%
National Pension Service
439
National Pension Service
South Korea
$37.9K +$16.2K +372 +75%
MCM
440
MAI Capital Management
Ohio
$36.9K +$44 +1 +0.1%
PTC
441
Private Trust Company
Ohio
$27.7K +$14K +321 +102%
AAP
442
Arax Advisory Partners
Colorado
$26.2K +$26.2K +600 New
GXJ
443
Global X Japan
Japan
$25.8K +$959 +22 +4%
MSG
444
Main Street Group
Virginia
$24.8K – – –
GSWM
445
Golden State Wealth Management
California
$21.8K – – –
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$10.5K +240 +98%
CPG
447
Cornerstone Planning Group
New Jersey
$19.5K +$2.38K +65 +14%
RA
448
Rise Advisors
New York
$19.1K +$19.1K +439 New
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$19K – – –
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$17.8K +$7.59K +174 +74%
16 17
18
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