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Carlyle Group
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Overview Fund Activity

520 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

Holders
520
Holders Change
-41
Holders Change %
-7.31%
% of All Funds
7.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
56
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$383M
2
Millennium Management
2
Millennium Management
New York
$300M
3
BlackRock
3
BlackRock
New York
$1.28B
4
UBS Group
4
UBS Group
Switzerland
$208M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$772M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$434M
4
ACM
4
Argent Capital Management
Missouri
$30M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
526
Jefferies Financial Group
New York
– – -270,612 Closed
ACL
527
Azora Capital LP
Florida
– – -262,789 Closed
CCM
528
Cinctive Capital Management
New York
– – -191,405 Closed
SGI
529
Summit Global Investments
Utah
– – -141,856 Closed
TI
530
Trexquant Investment
Connecticut
– – -123,036 Closed
PEAK6
531
PEAK6
Illinois
– – -114,944 Closed
Adage Capital Partners
532
Adage Capital Partners
Massachusetts
– – -89,600 Closed
ACM
533
Aquatic Capital Management
Illinois
– – -75,569 Closed
CBA
534
Coastal Bridge Advisors
Connecticut
– – -58,539 Closed
ECM
535
ExodusPoint Capital Management
New York
– – -47,372 Closed
AGDI
536
Absolute Gestao de Investimentos
Brazil
– – -44,102 Closed
HG
537
Herbst Group
Connecticut
– – -41,475 Closed
QT
538
Quantbot Technologies
New York
– – -41,032 Closed
PCP
539
Pacific Capital Partners
– – -32,074 Closed
DTL
540
Dynamic Technology Lab
Singapore
– – -31,395 Closed
ACM
541
Aster Capital Management
United Arab Emirates
– – -30,687 Closed
Nomura Holdings
542
Nomura Holdings
Japan
– – -28,002 Closed
RP
543
Riverwater Partners
Wisconsin
– – -22,706 Closed
ANTB
544
AMG National Trust Bank
Colorado
– – -20,911 Closed
EC
545
EntryPoint Capital
New York
– – -19,059 Closed
JG
546
Jain Global
New York
– – -15,975 Closed
BA
547
Bridgewater Associates
Connecticut
– – -14,308 Closed
CMANY
548
Capital Management Associates (New York)
New York
– – -13,659 Closed
MYLI
549
Meiji Yasuda Life Insurance
Japan
– – -13,600 Closed
IMRF
550
Illinois Municipal Retirement Fund
Illinois
– – -13,317 Closed
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