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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$170M
2
Norges Bank
2
Norges Bank
Norway
$150M
3
Harris Associates
3
Harris Associates
Illinois
$582M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$1.62B

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$102M
2
VVP
2
Vulcan Value Partners
Alabama
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$511M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70M
5
Amundi
5
Amundi
France
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$96.2M 1,870,662 +355,942 +23%
UBS AM
27
UBS AM
Illinois
$80.8M 1,571,195 -33,415 -2%
DAM
28
Davis Asset Management
California
$77.1M 1,500,000 – –
BAMCO Inc
29
BAMCO Inc
New York
$76.7M 1,492,785 -94,268 -6%
Charles Schwab
30
Charles Schwab
California
$75.8M 1,474,556 +47,385 +3%
Verition Fund Management
31
Verition Fund Management
Connecticut
$70.4M 1,369,376 +1,359,580 +13,879%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$70M 1,362,078 -1,222,703 -47%
MG
33
Markel Group
Virginia
$68.2M 1,327,000 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$54.4M 1,058,721 +12,144 +1%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$53.4M 1,039,702 +13,471 +1%
PMG
36
Private Management Group
California
$48.4M 940,870 +58,411 +7%
Invesco
37
Invesco
Georgia
$41M 798,017 +55,083 +7%
LCP
38
LGT Capital Partners
Switzerland
$39.3M 764,000 -53,000 -6%
Raymond James Financial
39
Raymond James Financial
Florida
$35.6M 692,383 -799,139 -54%
Barclays
40
Barclays
United Kingdom
$34.3M 667,073 +215,725 +48%
FSA
41
Franklin Street Advisors
North Carolina
$34.3M 666,362 -25,811 -4%
Holocene Advisors
42
Holocene Advisors
New York
$34.2M 665,876 +200,804 +43%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$33.8M 656,707 +52,812 +9%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$32.5M 633,135 +75,560 +14%
PCM
45
Polaris Capital Management
Massachusetts
$32.3M 627,700 -26,200 -4%
ACM
46
Argent Capital Management
Missouri
$32.2M 625,786 -61,867 -9%
ACL
47
Azora Capital LP
Florida
$30.8M 599,052 +599,052 New
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$28.2M 549,334 +549,334 New
GC
49
Gillson Capital
Illinois
$28M 544,213 +544,213 New
AssetMark Inc
50
AssetMark Inc
California
$26.9M 523,748 +73,097 +16%
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