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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Market Value Shares Shares
Change
Shares
Change %
CA
501
Continuum Advisory
Idaho
$1.79K 35 -14 -29%
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$1.38K 32 +7 +28%
AW
503
Avion Wealth
Texas
$1K 38
IA
504
IFS Advisors
Kansas
$985 22
GM
505
GeoWealth Management
Illinois
$904 21 +21 New
LWANC
506
Laurel Wealth Advisors (North Carolina)
North Carolina
$733 17
VWA
507
Valued Wealth Advisors
Utah
$603 14
MFT
508
Moisand Fitzgerald Tamayo
Florida
$584 121
WSFS
509
Wilmington Savings Fund Society
Delaware
$474 11 +11 New
CA
510
Claris Advisors
Missouri
$474 11 +11 New
VAMG
511
Voisard Asset Management Group
Michigan
$474 11 +11 New
MG
512
Mather Group
Illinois
$431 10 -55 -85%
CA
513
CoreCap Advisors
Michigan
$388 9 +6 +200%
B
514
Birchbrook
Maine
$256 53
CPA
515
Capital Performance Advisors
California
$172 4 +4 New
CA
516
Crewe Advisors
Utah
$87 2 +2 New
CHA
517
Carmichael Hill & Associates
Maryland
$58 12
CPA
518
Clear Point Advisors
New York
$43 1
Norges Bank
519
Norges Bank
Norway
-1,125,323 Closed
Point72 Asset Management
520
Point72 Asset Management
Connecticut
-202,435 Closed
PE
521
Point72 Europe
United Kingdom
-198,400 Closed
TPSF
522
Texas Permanent School Fund
Texas
-162,028 Closed
CGPCS
523
Capital Group Private Client Services
California
-158,576 Closed
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
-70,307 Closed
PD
525
Point72 (DIFC)
United Arab Emirates
-51,575 Closed