CG icon

Carlyle Group
CG

Overview Fund Activity

519 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-42
Holders Change %
-7.49%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
55
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$244M
2
Millennium Management
Millennium Management
New York
+$235M
3
BlackRock
BlackRock
New York
+$229M
4
UBS Group
UBS Group
Switzerland
+$68.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$49.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$89.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
3
Morgan Stanley
Morgan Stanley
New York
-$60.3M
4
ACM
Argent Capital Management
Missouri
-$57M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
576
Herold Advisors
New York
– -$227K -4,500 Closed
Allspring Global Investments
577
Allspring Global Investments
North Carolina
– -$225K -4,428 Closed
CSA
578
Cornerstone Select Advisors
Missouri
– -$223K -4,415 Closed
UM
579
UniSuper Management
Australia
– -$222K -4,400 Closed
TPI
580
Trust Point Inc
Wisconsin
– -$216K -4,274 Closed
BPCE
581
Bank Pictet & Cie (Europe)
Germany
– -$215K -4,250 Closed
BSHC
582
Breed's Hill Capital
Massachusetts
– -$202K -4,000 Closed
HFM
583
Harvest Fund Management
China
– -$201K -3,984 Closed
Optiver Holding
584
Optiver Holding
Netherlands
– -$148K -2,935 Closed
CWP
585
Concord Wealth Partners
Virginia
– -$101K -2,000 Closed
RS
586
R Squared
Hong Kong
– -$89.9K -1,780 Closed
QL
587
Quarry LP
New York
– -$71.1K -1,408 Closed
CFGS
588
Concourse Financial Group Securities
Alabama
– -$69.5K -1,227 Closed
WT
589
Washington Trust
Rhode Island
– -$50.5K -1,000 Closed
OC
590
Oarsman Capital
Wisconsin
– -$46.2K -916 Closed
LI
591
LRI Investments
Florida
– -$32K -633 Closed
CP
592
Castleview Partners
Texas
– -$21.9K -432 Closed
CIAM
593
Caitong International Asset Management
Hong Kong
– -$18.9K -375 Closed
EWM
594
Evermay Wealth Management
Virginia
– -$12.5K -248 Closed
AGWCA
595
Annis Gardner Whiting Capital Advisors
Florida
– -$8.94K -177 Closed
BHWM
596
Beaird Harris Wealth Management
Texas
– -$6.62K -131 Closed
MA
597
Modus Advisors
Minnesota
– -$5.45K -108 Closed
DRP
598
Decker Retirement Planning
Utah
– -$2.83K -56 Closed
RCM
599
Raleigh Capital Management
North Carolina
– -$2.78K -55 Closed
NRG
600
Nemes Rush Group
Michigan
– -$2.42K -48 Closed
21 22 23
24
25