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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 %
FDCP
526
Foster Dykema Cabot & Partners
Massachusetts
$1.85K 36
WA
527
WPG Advisers
Maryland
$1.8K 35 -36 -51%
AGWCA
528
Annis Gardner Whiting Capital Advisors
Florida
$1.8K 35 +35 New
HFS
529
Hughes Financial Services
Virginia
$1.76K 28 -20 -42%
PWA
530
Principia Wealth Advisory
Texas
$1.75K 34 +19 +127%
TCA
531
Trifecta Capital Advisors
Illinois
$1.75K 34 +34 New
VCM
532
Versant Capital Management
Arizona
$1.59K 31 +31 New
RWM
533
Rialto Wealth Management
New York
$1.29K 25 -21 -46%
IA
534
IFS Advisors
Kansas
$1.2K 23
SIC
535
SJS Investment Consulting
Ohio
$1.18K 23 -14 -38%
KG
536
Kilter Group
New York
$1.09K 21 +21 New
T
537
TOBAM
France
$1K 24
CH
538
Cromwell Holdings
Wyoming
$925 18
WCM
539
WealthTrak Capital Management
Virginia
$771 15 -20 -57%
PWM
540
Parkworth Wealth Management
California
$771 15 +10 +200%
VWA
541
Valued Wealth Advisors
Utah
$720 14
HIA
542
HFM Investment Advisors
New Jersey
$720 14 +6 +75%
BHWM
543
Bay Harbor Wealth Management
Maryland
$668 13 +8 +160%
ACA
544
American Capital Advisory
Idaho
$566 11 +11 New
WA
545
Whipplewood Advisors
Colorado
$565 11 -561 -98%
TIM
546
Total Investment Management
Arizona
$565 11 +11 New
CFD
547
Creative Financial Designs
Indiana
$514 10 +10 New
FMP
548
Financial Management Professionals
Texas
$360 7 +7 New
QWM
549
Quaker Wealth Management
New Jersey
$360 7 +7 New
Pacer Advisors
550
Pacer Advisors
Pennsylvania
$308 6 -13,308 -100%