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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
0.1%
New
119
Increased
221
Reduced
189
Closed
44
Calls
$264M
Puts
$117M
Net Calls
+$147M
Net Calls Change
+$77.5M

Top Buyers

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SYBT
476
Stock Yards Bank & Trust
Kentucky
$215K +$214K +3,425 New
MFG
477
Merit Financial Group
Georgia
$213K -$53.2K -851 -20%
WCA
478
Whetstone Capital Advisors
Kansas
$212K -$44.6K -714 -17%
BMWM
479
Brown Miller Wealth Management
Virginia
$212K +$211K +3,377 New
WPWM
480
Western Pacific Wealth Management
Illinois
$210K – – –
GFP
481
Guardian Financial Partners
California
$208K +$208K +3,323 New
Wellington Management Group
482
Wellington Management Group
Massachusetts
$207K +$206K +3,303 New
BI
483
Beckerman Institutional
New Jersey
$206K +$206K +3,291 New
FFS
484
Fortress Financial Solutions
Arizona
$206K +$205K +3,285 New
Lido Advisors
485
Lido Advisors
California
$204K +$203K +3,252 New
LAM
486
Longboard Asset Management
Arizona
$204K +$203K +3,250 New
GS
487
GTS Securities
New York
$203K +$202K +3,230 New
LI
488
Lafayette Investments
Maryland
$201K +$200K +3,200 New
PWM
489
Perigon Wealth Management
California
$200K +$199K +3,190 New
SFI
490
Siemens Fonds Invest
Germany
$196K -$1.69K -27 -0.9%
ARMT
491
Amica Retiree Medical Trust
Rhode Island
$193K – – –
OPTFSNA
492
Old Point Trust & Financial Services N A
Virginia
$188K – – –
IA
493
IFP Advisors
Florida
$184K +$141K +2,255 +332%
NC
494
North Capital
Utah
$178K +$62 +1 +0%
HFS
495
Hantz Financial Services
Michigan
$178K +$70.5K +1,129 +66%
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$173K -$58.7K -939 -25%
LSA
497
Leonteq Securities AG
Switzerland
$163K -$34.4K -551 -18%
ASN
498
Advisory Services Network
Georgia
$143K +$143K +2,284 New
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$141K +$65.8K +1,054 +88%
TVWM
500
Tower View Wealth Management
Wisconsin
$141K +$750 +12 +0.5%
18 19
20
21 22

CG Hedge Fund Activity: Q3 2025 in Review

638 of the 7,620 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.