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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 %
CAL
451
Capital Advisors Ltd
Ohio
$17K – – –
PA
452
Parallel Advisors
California
$16.8K -$218 -5 -1%
WF
453
Wayfinding Financial
Washington
$14K +$14K +342 New
FHA
454
First Horizon Advisors
Tennessee
$13.8K -$1.48K -34 -10%
TFGT
455
TS Financial Group (TSFG)
Illinois
$13K – – –
C
456
Covestor
United Kingdom
$13K +$127 +3 +1%
PWM
457
Proathlete Wealth Management
Florida
$12.9K +$12.9K +297 New
S
458
SignatureFD
Georgia
$12.9K +$1.44K +33 +13%
KIM
459
Kestra Investment Management
Texas
$12.6K +$12.6K +290 New
NB
460
NBT Bank
New York
$11.6K – – –
AWM
461
Atticus Wealth Management
Florida
$10.9K – – –
FMTCOCP
462
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
AF
463
Advisornet Financial
Minnesota
$9.55K -$14.1K -324 -60%
HWM
464
Hemington Wealth Management
Virginia
$9K +$2.03K +48 +29%
BI
465
Binnacle Investments
Iowa
$8.89K +$8.89K +204 New
BCM
466
Berbice Capital Management
New York
$8.72K – – –
GEA
467
Glen Eagle Advisors
New Jersey
$8.72K – – –
BGAI
468
Bruce G. Allen Investments
Colorado
$8.5K +$1.13K +26 +15%
AF
469
Allworth Financial
California
$7.71K +$1.32K +34 +21%
JWA
470
JFS Wealth Advisors
Pennsylvania
$7.55K +$493 +12 +7%
HI
471
Harbour Investments
Wisconsin
$7.02K +$1.53K +35 +28%
Nisa Investment Advisors
472
Nisa Investment Advisors
Missouri
$6.97K -$17.7K -405 -72%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$6.5K +$3.01K +69 +86%
FFO
474
Fortitude Family Office
Arizona
$6.1K – – –
CT
475
Colonial Trust
South Carolina
$6.02K +$4.36K +100 +263%
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