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Carlyle Group
CG

638 hedge funds and large institutions have $14.3B invested in Carlyle Group in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 221 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 44

125% more call options, than puts

Call options by funds: $264M | Put options by funds: $117M

21% more capital invested

Capital invested by funds: $11.8B → $14.3B (+$2.47B)

17% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 189

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more funds holding

Funds holding: 571 → 638 (+67)

0.68% less ownership

Funds ownership: 63.65% → 62.97% (-0.68%)

Holders
638
Holders Change
+67
Holders Change %
+11.73%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
119
Increased
221
Reduced
189
Closed
44
Calls
$264M
Puts
$117M
Net Calls
+$147M
Net Calls Change
+$77.5M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$184M
2
State Street
State Street
Massachusetts
+$107M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$75.3M
4
BlackRock
BlackRock
New York
+$66.2M
5
Morgan Stanley
Morgan Stanley
New York
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$82.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$82.3M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$75M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.3M
5
Goldman Sachs
Goldman Sachs
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
WPG Advisers
Maryland
$2.19K – – –
RWM
602
Rialto Wealth Management
New York
$2.19K +$625 +10 +40%
T
603
TOBAM
France
$2K – – –
CCM
604
Cloud Capital Management
Washington
$2K +$2.94K +47 New
VCM
605
Versant Capital Management
Arizona
$1.94K – – –
SIC
606
SJS Investment Consulting
Ohio
$1.76K +$312 +5 +22%
TFA
607
Transamerica Financial Advisors
Florida
$1.76K +$1.75K +28 New
IA
608
IFS Advisors
Kansas
$1.47K – – –
HFS
609
Hughes Financial Services
Virginia
$1.47K – – –
BHWM
610
Bay Harbor Wealth Management
Maryland
$1.44K +$625 +10 +77%
AEPWM
611
Atlantic Edge Private Wealth Management
Florida
$1.38K +$1.37K +22 New
QC
612
Quent Capital
New York
$1.38K +$1.37K +22 New
KG
613
Kilter Group
New York
$1.33K – – –
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25K +$1.25K +20 New
HIA
615
HFM Investment Advisors
New Jersey
$1.19K +$312 +5 +36%
CH
616
Cromwell Holdings
Wyoming
$1.13K – – –
VWA
617
Valued Wealth Advisors
Utah
$878 – – –
TIM
618
Tortoise Investment Management
New York
$815 +$500 +8 +160%
ACA
619
American Capital Advisory
Idaho
$690 – – –
CFD
620
Creative Financial Designs
Indiana
$627 – – –
BIM
621
Breakwater Investment Management
Washington
$502 +$500 +8 New
DWM
622
Dogwood Wealth Management
Kansas
$502 +$500 +8 New
MCM
623
Manchester Capital Management
Vermont
$502 +$500 +8 New
SA
624
Seneschal Advisors
Washington
$502 +$500 +8 New
WWA
625
Wealth Watch Advisors
Colorado
$502 +$500 +8 New
23 24
25
26 27

CG Hedge Fund Activity: Q3 2025 in Review

638 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2025, worth a combined $14.3B — up 21% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new CG positions and 44 closed out — a net gain of 75 holders — while 221 added to existing stakes and 189 trimmed.

The largest buyer was Millennium Management, adding an estimated $184M. The largest seller was BAMCO Inc, cutting an estimated $82.8M.

  • 638 institutional investors held Carlyle Group (CG) as of Q3 2025, up from 571 in Q2 2025.
  • Funds reported $14.3B of Carlyle Group stock for Q3 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Carlyle Group positions in Q3 2025 and 44 closed out, a net change of +75 holders.
  • The largest Carlyle Group buyer in Q3 2025 was Millennium Management, an estimated $184M added.
  • The largest Carlyle Group seller in Q3 2025 was BAMCO Inc, an estimated $82.8M sold.

Based on aggregated 13F filings for Q3 2025.