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 %
BWL
451
Bogart Wealth LLC
Virginia
$80.2K 1,560 +13 +0.8%
EWA
452
EverSource Wealth Advisors
Alabama
$79.9K 1,554 +376 +32%
VNA
453
Valley National Advisers
Pennsylvania
$78K 1,520 +363 +31%
IA
454
IFP Advisors
Florida
$77.9K 680 -447 -40%
GIM
455
Gold Investment Management
Alberta, Canada
$73K 1,382
OAM
456
Ostrum Asset Management
France
$72K 1,400 -41 -3%
WSFS
457
Wilmington Savings Fund Society
Delaware
$68.4K 1,331 -260 -16%
RIL
458
Rothschild Investment LLC
Illinois
$64.5K 1,255 +25 +2%
FFA
459
Farther Finance Advisors
California
$59.1K 1,150 +177 +18%
RWS
460
Retirement Wealth Solutions
Wisconsin
$57.4K 1,117 +88 +9%
DWA
461
Delos Wealth Advisors
Texas
$51.6K 1,003 +1,003 New
BCWM
462
Bartlett & Co Wealth Management
Ohio
$51.4K 1,001
LI
463
LRI Investments
Florida
$46.1K 897 +897 New
BFPW
464
BOK Financial Private Wealth
Colorado
$45.3K 882 -418 -32%
CFO
465
CVA Family Office
Colorado
$44.5K 865 -17 -2%
Optiver Holding
466
Optiver Holding
Netherlands
$41.1K 799 +799 New
AAS
467
Ameritas Advisory Services
Nebraska
$37.9K 737 +737 New
NC
468
NewSquare Capital
Pennsylvania
$34.3K 667 -206 -24%
GWM
469
Geneos Wealth Management
Colorado
$34.2K 665 +15 +2%
KIM
470
Kestra Investment Management
Texas
$31K 647 +357 +123%
PTC
471
Private Trust Company
Ohio
$30.3K 590 -46 -7%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$29.9K 582 +96 +20%
CPG
473
Cornerstone Planning Group
New Jersey
$29.3K 487 -46 -9%
MSG
474
Main Street Group
Virginia
$29.2K 568
SAM
475
Smartleaf Asset Management
Massachusetts
$26.2K 512 -646 -56%