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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
FMP
626
Financial Management Professionals
Texas
$439 – – –
QWM
627
Quaker Wealth Management
New Jersey
$439 – – –
FPF
628
First Pacific Financial
Washington
$439 +$437 +7 New
IW
629
Imprint Wealth
South Carolina
$439 +$437 +7 New
GWSG
630
GPS Wealth Strategies Group
Colorado
$377 – – –
SIC
631
Salem Investment Counselors
North Carolina
$314 +$312 +5 New
MCM
632
MV Capital Management
Maryland
$251 – – –
DCM
633
Davis Capital Management
Florida
$251 +$250 +4 New
CA
634
CoreCap Advisors
Michigan
$188 – – –
MFT
635
Moisand Fitzgerald Tamayo
Florida
$177 – – –
CA
636
Crewe Advisors
Utah
$126 – – –
B
637
Birchbrook
Maine
$78 – – –
PG
638
Proffitt & Goodson
Tennessee
$15 +$625 +10 New
Norges Bank
639
Norges Bank
Norway
– -$150M -2,920,658 Closed
LCP
640
LGT Capital Partners
Switzerland
– -$39.3M -764,000 Closed
Alyeska Investment Group
641
Alyeska Investment Group
Illinois
– -$28.2M -549,334 Closed
GC
642
Gillson Capital
Illinois
– -$28M -544,213 Closed
WAM
643
Weiss Asset Management
Massachusetts
– -$25.5M -495,199 Closed
AU
644
Algebris (UK)
United Kingdom
– -$20.2M -392,871 Closed
DFCM
645
Dark Forest Capital Management
Puerto Rico
– -$2.9M -56,326 Closed
AAF
646
Andra AP-fonden
Sweden
– -$2.78M -54,000 Closed
EMPI
647
Elo Mutual Pension Insurance
Finland
– -$1.38M -26,879 Closed
NYLIM
648
New York Life Investment Management
New York
– -$1.22M -23,721 Closed
JG
649
Jain Global
New York
– -$902K -17,555 Closed
ACM
650
Aster Capital Management
United Arab Emirates
– -$789K -15,355 Closed
24 25
26
27 28

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.