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Carlyle Group

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
Name Market Value Shares Shares
Change
Shares
Change %
GRP
476
Global Retirement Partners
California
$25.8K 502 +502 New
GSWM
477
Golden State Wealth Management
California
$25.7K 500
WOSD
478
WFA of San Diego
California
$25.7K 500 +500 New
AF
479
Allworth Financial
California
$25.6K 498 +299 +150%
CSPIA
480
Cary Street Partners Investment Advisory
Virginia
$25.2K 491 +83 +20%
AAP
481
Arax Advisory Partners
Colorado
$23.4K 454 -146 -24%
Nisa Investment Advisors
482
Nisa Investment Advisors
Missouri
$22.7K 441 +281 +176%
RA
483
Rise Advisors
New York
$22.6K 439
GXJ
484
Global X Japan
Japan
$21.9K 426 -165 -28%
CAL
485
Capital Advisors Ltd
Ohio
$21K 399 +9 +2%
PA
486
Parallel Advisors
California
$20.2K 393 +7 +2%
FHA
487
First Horizon Advisors
Tennessee
$19.8K 385 +68 +21%
TPWA
488
Twin Peaks Wealth Advisors
California
$18.9K 292 +292 New
C
489
Covestor
United Kingdom
$17K 337 +31 +10%
PWM
490
Proathlete Wealth Management
Florida
$15.3K 297
TFGT
491
TS Financial Group (TSFG)
Illinois
$15K 300
FFO
492
Fortitude Family Office
Arizona
$14.2K 277 +137 +98%
NB
493
NBT Bank
New York
$13.7K 266
S
494
SignatureFD
Georgia
$13.5K 262 -33 -11%
HWM
495
Hemington Wealth Management
Virginia
$13K 272 +59 +28%
AWM
496
Atticus Wealth Management
Florida
$12.9K 250
CT
497
Clearstead Trust
Maine
$12.9K 250 +250 New
MCM
498
MAI Capital Management
Ohio
$12.8K 249 -598 -71%
DWM
499
Darwin Wealth Management
Florida
$12.3K 239 +239 New
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$12K 237 -218 -48%