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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 %
DnB Asset Management
76
DnB Asset Management
Norway
$15.7M 305,430 -17,998 -6%
Deutsche Bank
77
Deutsche Bank
Germany
$15M 292,260 -10,725 -4%
OC
78
Oppenheimer & Co
New York
$14.5M 282,639 -7,274 -3%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M 279,811 +25,770 +10%
Canada Life
80
Canada Life
Manitoba, Canada
$14.1M 274,876 +2,922 +1%
CA
81
CSM Advisors
Pennsylvania
$13.7M 266,725 +18,870 +8%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$13.4M 260,420 +3,570 +1%
Brown Advisory
83
Brown Advisory
Maryland
$13.4M 259,854 -43,951 -14%
Victory Capital Management
84
Victory Capital Management
Texas
$12.8M 249,578 -11,363 -4%
MIM
85
MetLife Investment Management
New Jersey
$11.4M 221,951 +8,072 +4%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$11.4M 221,196 +79,030 +56%
Lazard Asset Management
87
Lazard Asset Management
New York
$11.2M 218,682 -3,555 -2%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$10.9M 212,902 -5,290 -2%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10.9M 211,607 -3,541 -2%
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$10.7M 208,132 +31,280 +18%
SIA
91
Sit Investment Associates
Minnesota
$10.7M 207,235 -10 -0%
CCM
92
Channing Capital Management
Illinois
$10.5M 203,370 +26,957 +15%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$10.2M 198,498 +8,707 +5%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$10M 195,018 -184,246 -49%
Stifel Financial
95
Stifel Financial
Missouri
$9.78M 190,250 +268 +0.1%
SCM
96
SOL Capital Management
Maryland
$9.59M 186,570 +8,085 +5%
WB
97
WesBanco Bank
West Virginia
$9.43M 183,506 +5,615 +3%
VanEck Associates
98
VanEck Associates
New York
$9.23M 179,572 +17,211 +11%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$9.17M 178,395 +17,500 +11%
JFG
100
Jefferies Financial Group
New York
$9M 175,000 +175,000 New
2 3
4
5 6