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Carlyle Group
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Overview Fund Activity

558 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
558
Holders Change
+38
Holders Change %
+7.31%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
91
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 %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$26.9M 523,381 +34,326 +7%
DRZID
52
DePrince Race & Zollo Inc (DRZ)
Florida
$26M 505,538 +44,651 +10%
WAM
53
Weiss Asset Management
Massachusetts
$25.5M 495,199 +495,199 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$25M 487,243 +3,155 +0.7%
Principal Financial Group
55
Principal Financial Group
Iowa
$24.9M 485,126 -715 -0.1%
SCM
56
Sirios Capital Management
Massachusetts
$23.7M 460,694 -6,770 -1%
Walleye Capital
57
Walleye Capital
New York
$21.6M 420,528 +420,528 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$21M 408,897 +71,497 +21%
NL
59
Nuveen LLC
North Carolina
$21M 408,127 -68,893 -14%
AllianceBernstein
60
AllianceBernstein
Tennessee
$20.9M 407,512 +40,288 +11%
Wells Fargo
61
Wells Fargo
California
$20.8M 404,186 -7,958 -2%
AU
62
Algebris (UK)
United Kingdom
$20.2M 392,871 -89,151 -18%
Citadel Advisors
63
Citadel Advisors
Florida
$20.2M 392,050 -412,319 -51%
SIG
64
Sargent Investment Group
Maryland
$20.1M 320,037 +19,987 +7%
ECM
65
Eisler Capital Management
United Kingdom
$19.9M 387,187 +387,187 New
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$19.9M 386,335 +140 +0%
First Trust Advisors
67
First Trust Advisors
Illinois
$19.3M 374,773 +313,662 +513%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$19.1M 372,519 +74,535 +25%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$19M 369,569 +229,586 +164%
PCM
70
Prana Capital Management
Connecticut
$17.4M 337,997 +337,997 New
CM
71
CastleKnight Management
New York
$16.8M 327,076 +234,576 +254%
AMBIA
72
Allen Mooney & Barnes Investment Advisors
Georgia
$16.2M 314,434 +8,073 +3%
AAMU
73
AEGON Asset Management (UK)
United Kingdom
$15.9M 309,862 +88,451 +40%
Amundi
74
Amundi
France
$15.9M 291,215 -1,152,941 -80%
T. Rowe Price Investment Management
75
T. Rowe Price Investment Management
Maryland
$15.8M 306,899 +306,899 New
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