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Carlyle Group
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Overview Fund Activity

520 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

Holders
520
Holders Change
-41
Holders Change %
-7.31%
% of All Funds
7.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
56
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$383M
2
Millennium Management
2
Millennium Management
New York
$300M
3
BlackRock
3
BlackRock
New York
$1.28B
4
UBS Group
4
UBS Group
Switzerland
$208M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$772M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$434M
4
ACM
4
Argent Capital Management
Missouri
$30M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Holocene Advisors
51
Holocene Advisors
New York
$20.3M 465,072 +274,263 +144%
DRZID
52
DePrince Race & Zollo Inc (DRZ)
Florida
$20.1M 460,887 +58,505 +15%
Barclays
53
Barclays
United Kingdom
$19.7M 451,348 +5,590 +1%
AssetMark Inc
54
AssetMark Inc
California
$19.6M 450,651 -3,616 -0.8%
AU
55
Algebris (UK)
United Kingdom
$19.5M 482,022 +228,666 +90%
Wells Fargo
56
Wells Fargo
California
$18M 412,144 +41,952 +11%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$16.8M 386,195 +148,670 +63%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$16.5M 379,264 -11,866 -3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$16M 367,224 -36,135 -9%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$14.7M 337,400 -8,373 -2%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$14.2M 326,222 -42,153 -11%
DnB Asset Management
62
DnB Asset Management
Norway
$14.1M 323,428 +6,105 +2%
PGH
63
Partners Group Holding
Switzerland
$13.4M 306,496 -34,027 -10%
AMBIA
64
Allen Mooney & Barnes Investment Advisors
Georgia
$13.4M 306,361 +306,361 New
Brown Advisory
65
Brown Advisory
Maryland
$13.2M 303,805 -578,371 -66%
Deutsche Bank
66
Deutsche Bank
Germany
$13.2M 302,985 -738,831 -71%
SIG
67
Sargent Investment Group
Maryland
$13.1M 300,050 -2,335 -0.8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$13M 297,984 +2,453 +0.8%
OC
69
Oppenheimer & Co
New York
$12.6M 289,913 -37,956 -12%
Canada Life
70
Canada Life
Manitoba, Canada
$11.9M 271,954 +1,395 +0.5%
Victory Capital Management
71
Victory Capital Management
Texas
$11.4M 260,941 +185,521 +246%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$11.2M 256,850 +253 +0.1%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M 254,041 -5,030 -2%
Comerica Bank
74
Comerica Bank
Texas
$10.8M 248,534 +48,655 +24%
CA
75
CSM Advisors
Pennsylvania
$10.8M 247,855 +247,855 New
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