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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
0.11%
New
119
Increased
221
Reduced
189
Closed
44
Calls
$264M
Puts
$117M
Net Calls
+$147M
Net Calls Change
+$77.5M

Top Buyers

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

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
MG
26
Markel Group
Virginia
$83.2M – – –
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$75.6M +$75.3M +1,205,933 New
Goldman Sachs
28
Goldman Sachs
New York
$75.2M -$62.2M -996,295 -45%
JP Morgan Chase
29
JP Morgan Chase
New York
$70.9M +$4.51M +72,154 +7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$70M -$15.4M -246,396 -18%
ACL
31
Azora Capital LP
Florida
$67.5M +$29.8M +477,031 +80%
Charles Schwab
32
Charles Schwab
California
$65.7M -$26.6M -426,242 -29%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$65.3M +$38.5K +616 +0.1%
DAM
34
Davis Asset Management
California
$62.7M -$31.2M -500,000 -33%
Barclays
35
Barclays
United Kingdom
$58M +$16.1M +257,711 +39%
LPL Financial
36
LPL Financial
California
$53.1M +$42.9M +687,105 +431%
N
37
Nuveen
North Carolina
$52M +$26.3M +420,718 +103%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$45.8M +$4.63M +74,160 +11%
Holocene Advisors
39
Holocene Advisors
New York
$45.1M +$3.29M +52,686 +8%
Invesco
40
Invesco
Georgia
$44.9M -$5.1M -81,685 -10%
Raymond James Financial
41
Raymond James Financial
Florida
$42.5M -$897K -14,362 -2%
FSA
42
Franklin Street Advisors
North Carolina
$42.2M +$403K +6,453 +1%
MCM
43
Moore Capital Management
New York
$42M +$41.9M +670,080 New
PMG
44
Private Management Group
California
$41.9M -$17M -272,042 -29%
ACM
45
Argent Capital Management
Missouri
$39.2M -$53.5K -857 -0.1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$39.1M -$598K -9,571 -2%
PCM
47
Polaris Capital Management
Massachusetts
$36.3M -$3.07M -49,100 -8%
Principal Financial Group
48
Principal Financial Group
Iowa
$36.3M +$5.83M +93,292 +19%
AssetMark Inc
49
AssetMark Inc
California
$35.1M +$2.22M +35,540 +7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$33.5M +$700K +11,202 +2%
1
2
3 4 5

CG Hedge Fund Activity: Q3 2025 in Review

638 of the 7,619 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.