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Carlyle Group
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Overview Fund Activity

520 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

Holders
520
Holders Change
-41
Holders Change %
-7.31%
% of All Funds
7.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
56
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$383M
2
Millennium Management
2
Millennium Management
New York
$300M
3
BlackRock
3
BlackRock
New York
$1.28B
4
UBS Group
4
UBS Group
Switzerland
$208M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$772M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$434M
4
ACM
4
Argent Capital Management
Missouri
$30M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$69.2M 1,587,053 -280,200 -15%
Bank of America
27
Bank of America
North Carolina
$66M 1,514,720 +750,326 +98%
DAM
28
Davis Asset Management
California
$65.4M 1,500,000 – –
Raymond James Financial
29
Raymond James Financial
Florida
$65M 1,491,522 -167,891 -10%
Charles Schwab
30
Charles Schwab
California
$62.2M 1,427,171 +20,970 +1%
MG
31
Markel Group
Virginia
$57.8M 1,327,000 – –
Amundi
32
Amundi
France
$55.9M 1,444,156 -920,075 -39%
Goldman Sachs
33
Goldman Sachs
New York
$49.9M 1,144,974 +332,533 +41%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$45.6M 1,046,577 +67,166 +7%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$44.7M 1,026,231 -65,692 -6%
PMG
36
Private Management Group
California
$38.5M 882,459 +184,509 +26%
LCP
37
LGT Capital Partners
Switzerland
$35.6M 817,000 +76,000 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$35.1M 804,369 +99,832 +14%
Invesco
39
Invesco
Georgia
$32.4M 742,934 +92,199 +14%
FSA
40
Franklin Street Advisors
North Carolina
$30.2M 692,173 +342,189 +98%
ACM
41
Argent Capital Management
Missouri
$30M 687,653 -1,307,456 -66%
PCM
42
Polaris Capital Management
Massachusetts
$28.5M 653,900 -91,100 -12%
Citigroup
43
Citigroup
New York
$27.2M 623,440 +516,761 +484%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$26.3M 603,895 -1,947 -0.3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$24.3M 557,575 +70,156 +14%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$21.3M 489,055 -20,483 -4%
Principal Financial Group
47
Principal Financial Group
Iowa
$21.2M 485,841 +1,674 +0.3%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$21.1M 484,088 -9,269 -2%
NL
49
Nuveen LLC
North Carolina
$20.8M 477,020 +477,020 New
SCM
50
Sirios Capital Management
Massachusetts
$20.4M 467,464 +40,700 +10%
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