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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 %
IA
501
IFS Advisors
Kansas
$1.01K – – –
T
502
TOBAM
France
$1K +$1K +24 New
CFB
503
Cullen/Frost Bankers
Texas
$834 -$1.01K -23 -55%
CH
504
Cromwell Holdings
Wyoming
$785 +$785 +18 New
VWA
505
Valued Wealth Advisors
Utah
$611 – – –
PWA
506
Principia Wealth Advisory
Texas
$593 +$514 +13 +650%
WA
507
Whipplewood Advisors
Colorado
$479 +$470 +561 +5,100%
MG
508
Mather Group
Illinois
$436 – – –
TWD
509
True Wealth Design
Ohio
$436 +$436 +10 New
SIC
510
Salem Investment Counselors
North Carolina
$349 – – –
HIA
511
HFM Investment Advisors
New Jersey
$349 +$349 +8 New
PWM
512
Parkworth Wealth Management
California
$218 – – –
BHWM
513
Bay Harbor Wealth Management
Maryland
$217 +$217 +5 New
AWM
514
Activest Wealth Management
Florida
$131 +$87 +2 +200%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$111 – – –
CA
516
Crewe Advisors
Utah
$88 – – –
CIA
517
Cape Investment Advisory
Georgia
$87 – – –
B
518
Birchbrook
Maine
$49 – – –
GWSG
519
GPS Wealth Strategies Group
Colorado
$44 +$44 +1 New
Balyasny Asset Management
520
Balyasny Asset Management
Illinois
– -$79.7M -1,579,178 Closed
Norges Bank
521
Norges Bank
Norway
– -$44.5M -882,006 Closed
PCM
522
Prana Capital Management
Connecticut
– -$23.6M -467,057 Closed
SFM
523
Soros Fund Management
New York
– -$23.2M -459,585 Closed
Walleye Capital
524
Walleye Capital
New York
– -$19.4M -383,266 Closed
JFG
525
Jefferies Financial Group
New York
– -$13.7M -270,612 Closed
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