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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
BF
526
BOK Financial
Oklahoma
$4.83K 96 -40 -29%
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$4.04K 80 – –
SWM
528
Sugarloaf Wealth Management
Georgia
$3.99K 79 +79 New
GWM
529
Geneos Wealth Management
Colorado
$3.84K 76 – –
OLVIG
530
Oliver Lagore Vanvalin Investment Group
Michigan
$3.29K 65 – –
DRP
531
Decker Retirement Planning
Utah
$2.83K 56 +56 New
RCM
532
Raleigh Capital Management
North Carolina
$2.78K 55 – –
NRG
533
Nemes Rush Group
Michigan
$2.42K 48 +48 New
CFB
534
Cullen/Frost Bankers
Texas
$2.12K 42 -19 -31%
SIC
535
SJS Investment Consulting
Ohio
$2.12K 42 -1 -2%
AW
536
Avion Wealth
Texas
$2K 44 +6 +16%
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$1.92K 38 +6 +19%
CT
538
Colonial Trust
South Carolina
$1.92K 38 +38 New
FDCP
539
Foster Dykema Cabot & Partners
Massachusetts
$1.82K 36 -36 -50%
CA
540
Continuum Advisory
Idaho
$1.62K 32 -3 -9%
CSWM
541
Cassady Schiller Wealth Management
Ohio
$1.41K 28 +28 New
IA
542
IFS Advisors
Kansas
$1.16K 23 +1 +5%
GM
543
GeoWealth Management
Illinois
$1.06K 21 – –
VWA
544
Valued Wealth Advisors
Utah
$707 14 – –
GFPC
545
Global Financial Private Client
Florida
$656 13 +13 New
WA
546
Whipplewood Advisors
Colorado
$555 11 +11 New
MG
547
Mather Group
Illinois
$505 10 – –
WCM
548
WealthTrak Capital Management
Virginia
$505 10 +10 New
CA
549
CoreCap Advisors
Michigan
$454 9 – –
WA
550
WPG Advisers
Maryland
$454 9 +9 New
20 21
22
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