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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 %
MC
551
Machina Capital
France
– – -13,295 Closed
FWM
552
FFT Wealth Management
Pennsylvania
– – -12,887 Closed
LCM
553
Landscape Capital Management
New Jersey
– – -12,411 Closed
BAM
554
Belpointe Asset Management
Nevada
– – -12,230 Closed
FCA
555
Fortis Capital Advisors
Kansas
– – -12,230 Closed
EP
556
Edgestream Partners
New Jersey
– – -11,568 Closed
Marshall Wace
557
Marshall Wace
United Kingdom
– – -10,062 Closed
OTL
558
Oak Thistle LLC
New York
– – -7,361 Closed
CIA
559
Concurrent Investment Advisors
Florida
– – -7,015 Closed
AC
560
Allstate Corporation
Illinois
– – -6,691 Closed
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
– – -6,677 Closed
Jane Street
562
Jane Street
New York
– – -6,640 Closed
FCM
563
Fieldview Capital Management
Michigan
– – -6,321 Closed
CP
564
Covenant Partners
Tennessee
– – -6,129 Closed
CAM
565
Cresset Asset Management
Illinois
– – -5,671 Closed
AT
566
American Trust
Kentucky
– – -5,320 Closed
TI
567
Tidal Investments
Wisconsin
– – -5,219 Closed
CCB
568
Cutter & Co Brokerage
Missouri
– – -5,117 Closed
YIA
569
YHB Investment Advisors
Connecticut
– – -5,065 Closed
SC
570
Slow Capital
California
– – -5,041 Closed
CLA
571
Carnegie Lake Advisors
New Jersey
– – -5,015 Closed
FC
572
Farringdon Capital
United Kingdom
– – -4,827 Closed
Rafferty Asset Management
573
Rafferty Asset Management
New York
– – -4,820 Closed
IPAM
574
Investment Partners Asset Management
New Jersey
– – -4,696 Closed
MCP
575
Mirador Capital Partners
California
– – -4,648 Closed
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