We are live on ! Find out more
CG icon

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
CSP
426
Cary Street Partners
Virginia
$326K -$2.69K -43 -0.8%
MWM
427
Mission Wealth Management
California
$323K +$562 +9 +0.2%
KCM
428
KRS Capital Management
Michigan
$321K – – –
HIA
429
Harbor Investment Advisory
Maryland
$314K – – –
CB
430
Commerce Bank
Missouri
$310K +$309K +4,949 New
BL
431
BFSG LLC
California
$308K -$152K -2,430 -33%
DAS
432
Dynamic Advisor Solutions
Arizona
$302K -$31.4K -503 -9%
SAS
433
Stelac Advisory Services
New York
$294K – – –
SWM
434
Spire Wealth Management
Virginia
$291K -$50.7K -811 -15%
CFAM
435
Center For Asset Management
Florida
$288K -$27.9K -447 -9%
VI
436
Vestcor Inc
New Brunswick, Canada
$285K – – –
IPAM
437
Investment Partners Asset Management
New Jersey
$284K – – –
HA
438
Herold Advisors
New York
$282K – – –
Rafferty Asset Management
439
Rafferty Asset Management
New York
$282K +$281K +4,500 New
RCG
440
Regatta Capital Group
California
$278K – – –
SCP
441
Stamos Capital Partners
California
$277K -$642K -10,282 -70%
CSA
442
Cornerstone Select Advisors
Missouri
$277K – – –
EIA
443
Edgemoor Investment Advisors
Maryland
$277K +$276K +4,414 New
PFO
444
PMG Family Office
Texas
$276K +$275K +4,409 New
BC
445
Barrett & Company
Rhode Island
$276K – – –
Allspring Global Investments
446
Allspring Global Investments
North Carolina
$274K +$2.94K +47 +1%
GIM
447
Glenmede Investment Management
Pennsylvania
$269K +$268K +4,285 New
BPCE
448
Bank Pictet & Cie (Europe)
Germany
$266K – – –
AFG
449
Atomi Financial Group
New York
$260K +$259K +4,154 New
MCP
450
Mirador Capital Partners
California
$258K -$7.5K -120 -3%
16 17
18
19 20

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.