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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
AT
451
American Trust
Kentucky
$258K -$28.3K -453 -10%
FC
452
FORA Capital
Florida
$256K +$255K +4,077 New
BNP Paribas Asset Management
453
BNP Paribas Asset Management
France
$251K +$122K +1,960 +96%
UM
454
UniSuper Management
Australia
$251K – – –
MCM
455
Monument Capital Management
Virginia
$249K +$248K +3,974 New
CAM
456
Cresset Asset Management
Illinois
$246K +$245K +3,923 New
VT
457
Vise Technologies
New York
$243K +$242K +3,874 New
CGH
458
Crossmark Global Holdings
Texas
$241K +$240K +3,837 New
ACM
459
Avalon Capital Management
California
$239K +$238K +3,805 New
SWP
460
Sagespring Wealth Partners
Tennessee
$238K +$237K +3,799 New
UB
461
UMB Bank
Missouri
$237K -$500 -8 -0.2%
UCFA
462
United Capital Financial Advisors
Texas
$236K +$235K +3,762 New
IAIM
463
International Assets Investment Management
Florida
$235K – – –
SFS
464
Sowell Financial Services
Arkansas
$234K +$233K +3,726 New
SFI
465
SPC Financial Inc
Maryland
$233K +$232K +3,718 New
AUB
466
Atlantic Union Bankshares
Virginia
$231K +$74K +1,184 +46%
CLA
467
Carnegie Lake Advisors
New Jersey
$230K +$229K +3,665 New
SB
468
SIG Brokerage
New York
$229K +$228K +3,656 New
CFO
469
Callan Family Office
Pennsylvania
$226K +$225K +3,604 New
CICI
470
Capital Investment Counsel Inc
North Carolina
$226K +$225K +3,600 New
CL
471
Choreo LLC
Illinois
$225K +$224K +3,591 New
VIM
472
Vinva Investment Management
Australia
$225K +$217K +3,469 New
PWP
473
Private Wealth Partners
California
$219K +$219K +3,500 New
LFG
474
Larson Financial Group
Missouri
$218K +$12.2K +196 +6%
GHA
475
GW Henssler & Associates
Georgia
$217K +$216K +3,456 New
17 18
19
20 21

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.