Carlyle Group
526 hedge funds and large institutions have $9.85B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 163 reducing their positions, and 84 closing their positions.
386% more call options, than puts
Call options by funds: $145M | Put options by funds: $29.9M
36% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 163
2.3% more ownership
Funds ownership: 60.32% → 62.62% (+2.3%)
7% less funds holding
Funds holding: 566 → 526 (-40)
10% less capital invested
Capital invested by funds: $10.9B → $9.85B (-$1.05B)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
36% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$278M |
| 2 |
Millennium Management
New York
|
+$268M |
| 3 |
BlackRock
New York
|
+$260M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$77.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$102M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$79.7M |
| 3 |
Morgan Stanley
New York
|
-$68.6M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$64.8M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$56M |
CG Hedge Fund Activity: Q1 2025 in Review
526 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2025, worth a combined $9.85B — down 9.6% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of CG and 54 opened new positions — a net loss of 30 holders — while 163 trimmed existing stakes and 221 added.
The largest buyer was Harris Associates, adding an estimated $278M. The largest seller was Capital World Investors, cutting an estimated $102M.
- 526 institutional investors held Carlyle Group (CG) as of Q1 2025, down from 566 in Q4 2024.
- Funds reported $9.85B of Carlyle Group stock for Q1 2025, down 9.6% quarter-over-quarter.
- 54 funds opened new Carlyle Group positions in Q1 2025 and 84 closed out, a net change of -30 holders.
- The largest Carlyle Group buyer in Q1 2025 was Harris Associates, an estimated $278M added.
- The largest Carlyle Group seller in Q1 2025 was Capital World Investors, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2025.