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Carlyle Group
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Overview Fund Activity

559 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
559
Holders Change
+39
Holders Change %
+7.5%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
92
Increased
231
Reduced
168
Closed
41
Calls
$142M
Puts
$74.1M
Net Calls
+$67.6M
Net Calls Change
-$47.9M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$170M
2
Norges Bank
2
Norges Bank
Norway
$150M
3
Harris Associates
3
Harris Associates
Illinois
$582M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$1.62B

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$102M
2
VVP
2
Vulcan Value Partners
Alabama
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$511M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70M
5
Amundi
5
Amundi
France
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
576
Sowell Financial Services
Arkansas
– – -7,628 Closed
CAM
577
CenterStar Asset Management
Illinois
– – -6,843 Closed
CL
578
Choreo LLC
Illinois
– – -5,540 Closed
Wellington Management Group
579
Wellington Management Group
Massachusetts
– – -5,224 Closed
ACM
580
Avalon Capital Management
California
– – -4,778 Closed
PAM
581
Paradigm Asset Management
New York
– – -3,800 Closed
Walleye Trading
582
Walleye Trading
New York
– – -2,996 Closed
CCM
583
Coldstream Capital Management
Washington
– – -2,308 Closed
CWM
584
Compass Wealth Management
Connecticut
– – -1,215 Closed
HCP
585
Hexagon Capital Partners
Arkansas
– – -1,095 Closed
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -951 Closed
BT
587
Banque Transatlantique
France
– – -500 Closed
WF
588
Wayfinding Financial
Washington
– – -342 Closed
FMTCOCP
589
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -238 Closed
QCG
590
Quadrant Capital Group
Ohio
– – -125 Closed
KFI
591
Key Financial Inc
Pennsylvania
– – -112 Closed
BCMLT
592
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -91 Closed
SCB
593
Saudi Central Bank
Saudi Arabia
– – -91 Closed
BF
594
BOK Financial
Oklahoma
– – -48 Closed
GFPC
595
Global Financial Private Client
Florida
– – -46 Closed
SW
596
SVB Wealth
Massachusetts
– – -30 Closed
MG
597
Mather Group
Illinois
– – -10 Closed
SIC
598
Salem Investment Counselors
North Carolina
– – -8 Closed
AWM
599
Activest Wealth Management
Florida
– – -3 Closed
CIA
600
Cape Investment Advisory
Georgia
– – -2 Closed
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