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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
SBH
651
Segall Bryant & Hamill
Illinois
– -$668K -13,000 Closed
BHCM
652
Brevan Howard Capital Management
Jersey
– -$619K -12,036 Closed
Axa
653
Axa
France
– -$544K -10,578 Closed
OMC
654
Old Mission Capital
Illinois
– -$503K -9,780 Closed
TSS
655
Two Sigma Securities
New York
– -$406K -7,908 Closed
FPCP
656
Fort Point Capital Partners
California
– -$258K -5,025 Closed
TCM
657
Teza Capital Management
Illinois
– -$258K -5,013 Closed
Twin Tree Management
658
Twin Tree Management
Texas
– -$307K -4,909 Closed
M&T Bank
659
M&T Bank
New York
– -$249K -4,835 Closed
MYLI
660
Meiji Yasuda Life Insurance
Japan
– -$241K -4,679 Closed
AGDI
661
Absolute Gestao de Investimentos
Brazil
– -$218K -4,235 Closed
TSMHT
662
Thurston Springer Miller Herd & Titak
Indiana
– -$206K -4,008 Closed
GC
663
Guggenheim Capital
Illinois
– -$204K -3,969 Closed
BWFA
664
Baltimore-Washington Financial Advisors
Maryland
– -$203K -3,949 Closed
BIG
665
Brooklyn Investment Group
New York
– -$197K -3,825 Closed
RWM
666
Revisor Wealth Management
Ohio
– -$206K -3,528 Closed
WSFS
667
Wilmington Savings Fund Society
Delaware
– -$68.4K -1,331 Closed
AAS
668
Ameritas Advisory Services
Nebraska
– -$37.9K -737 Closed
NC
669
NewSquare Capital
Pennsylvania
– -$34.3K -667 Closed
GWM
670
Geneos Wealth Management
Colorado
– -$34.2K -665 Closed
KIM
671
Kestra Investment Management
Texas
– -$31K -647 Closed
TPWA
672
Twin Peaks Wealth Advisors
California
– -$18.9K -292 Closed
S
673
SignatureFD
Georgia
– -$13.5K -262 Closed
AWM
674
Atticus Wealth Management
Florida
– -$12.8K -250 Closed
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
– -$12K -237 Closed
24 25 26
27
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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.