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Carlyle Group
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Overview Fund Activity

519 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-42
Holders Change %
-7.49%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
55
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$244M
2
Millennium Management
Millennium Management
New York
+$235M
3
BlackRock
BlackRock
New York
+$229M
4
UBS Group
UBS Group
Switzerland
+$68.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$49.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$89.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
3
Morgan Stanley
Morgan Stanley
New York
-$60.3M
4
ACM
Argent Capital Management
Missouri
-$57M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
476
Bell Investment Advisors
California
$5.62K – – –
PFBT
477
Parkside Financial Bank & Trust
Missouri
$5.49K -$392 -9 -7%
QCG
478
Quadrant Capital Group
Ohio
$5.45K -$23.9K -548 -81%
BTI
479
Blue Trust Inc
Georgia
$5.45K – – –
MSWA
480
Marshall & Sterling Wealth Advisors
New York
$5.1K +$5.1K +117 New
KFI
481
Key Financial Inc
Pennsylvania
$4.89K – – –
PWMG
482
Private Wealth Management Group
New Jersey
$4.71K – – –
VFM
483
Vision Financial Markets
Connecticut
$4.39K +$4.39K +101 New
SCB
484
Saudi Central Bank
Saudi Arabia
$3.97K +$3.97K +91 New
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K +$3.97K +91 New
WA
486
WPG Advisers
Maryland
$3.1K +$2.7K +62 +689%
HFS
487
Hantz Financial Services
Michigan
$3K +$3K +64 New
SC
488
SouthState Corp
Florida
$2.88K +$2.88K +66 New
STB
489
S&T Bank
Pennsylvania
$2.75K +$2.75K +63 New
HFS
490
Hughes Financial Services
Virginia
$2.13K +$2.13K +48 New
BF
491
BOK Financial
Oklahoma
$2.09K -$2.09K -48 -50%
RWM
492
Rialto Wealth Management
New York
$2.01K +$2.01K +46 New
GFPC
493
Global Financial Private Client
Florida
$2.01K +$1.44K +33 +254%
AW
494
Avion Wealth
Texas
$2K – – –
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$44 +1 +3%
SIC
496
SJS Investment Consulting
Ohio
$1.61K -$218 -5 -12%
FDCP
497
Foster Dykema Cabot & Partners
Massachusetts
$1.57K – – –
WCM
498
WealthTrak Capital Management
Virginia
$1.53K +$1.09K +25 +250%
CA
499
CoreCap Advisors
Michigan
$1.31K +$916 +21 +233%
SW
500
SVB Wealth
Massachusetts
$1.31K +$1.31K +30 New
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