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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 %
BI
501
Binnacle Investments
Iowa
$10.8K 211 +7 +3%
HI
502
Harbour Investments
Wisconsin
$10.4K 203 +42 +26%
GEA
503
Glen Eagle Advisors
New Jersey
$10.3K 200
BCM
504
Berbice Capital Management
New York
$10.3K 200
AF
505
Advisornet Financial
Minnesota
$10.2K 199 -20 -9%
RAM
506
Riggs Asset Management
Pennsylvania
$9.36K 182 -2,739 -94%
CT
507
Colonial Trust
South Carolina
$8.79K 171 +33 +24%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$8.74K 170 +21 +14%
BIA
509
Bell Investment Advisors
California
$8.74K 170 +41 +32%
BTI
510
Blue Trust Inc
Georgia
$6.43K 125
BGAI
511
Bruce G. Allen Investments
Colorado
$6.17K 120 -75 -38%
JWA
512
JFS Wealth Advisors
Pennsylvania
$5.41K 116 -68 -37%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$5.4K 105 -21 -17%
MSWA
514
Marshall & Sterling Wealth Advisors
New York
$5.35K 104 -13 -11%
VFM
515
Vision Financial Markets
Connecticut
$5.22K 102 +1 +1%
O
516
Ossiam
France
$4.63K 90 -2,780 -97%
SC
517
SouthState Corp
Florida
$4.06K 79 +13 +20%
MYIA
518
Mount Yale Investment Advisors
Colorado
$3.34K 65 +65 New
AW
519
Avion Wealth
Texas
$3K 60 +16 +36%
OLVIG
520
Oliver Lagore Vanvalin Investment Group
Michigan
$2.86K 66 +66 New
CFB
521
Cullen/Frost Bankers
Texas
$2.81K 55 +36 +189%
PWMG
522
Private Wealth Management Group
New Jersey
$2.78K 54 -54 -50%
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$2.31K 45 +6 +15%
TWD
524
True Wealth Design
Ohio
$2.26K 44 +34 +340%
STB
525
S&T Bank
Pennsylvania
$2.11K 41 -22 -35%