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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 %
SG Americas Securities
76
SG Americas Securities
New York
$10.8M 247,836 +216,244 +684%
CF
77
Corebridge Financial
Texas
$10.2M 233,146 -5,697 -2%
Lazard Asset Management
78
Lazard Asset Management
New York
$9.69M 222,237 -9,361 -4%
AAMU
79
AEGON Asset Management (UK)
United Kingdom
$9.65M 221,411 -157,653 -42%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$9.51M 218,192 +218,192 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$9.38M 215,148 -1,482 -0.7%
MIM
82
MetLife Investment Management
New Jersey
$9.32M 213,879 +94,780 +80%
SIA
83
Sit Investment Associates
Minnesota
$9.03M 207,245 +13,325 +7%
EDRH
84
Edmond de Rothschild Holding
Switzerland
$8.4M 192,657 +8,913 +5%
Stifel Financial
85
Stifel Financial
Missouri
$8.28M 189,982 +7,563 +4%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$8.27M 189,791 -1,128,975 -86%
SCM
87
SOL Capital Management
Maryland
$7.78M 178,485 +23,521 +15%
WB
88
WesBanco Bank
West Virginia
$7.75M 177,891 +37,659 +27%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$7.71M 176,852 +148 +0.1%
CCM
90
Channing Capital Management
Illinois
$7.69M 176,413 -39,557 -18%
LPL Financial
91
LPL Financial
California
$7.57M 173,645 +8,425 +5%
VanEck Associates
92
VanEck Associates
New York
$7.08M 162,361 +69,240 +74%
GCM
93
Gator Capital Management
Florida
$7.07M 162,135 – –
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$7.01M 160,895 -12,600 -7%
Skandinaviska Enskilda Banken (SEB)
95
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.9M 158,494 +300 +0.2%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$6.47M 148,302 +12,117 +9%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$6.46M 148,258 – –
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.21M 142,437 +142,437 New
LIP
99
Lighthouse Investment Partners
Florida
$6.2M 142,171 +142,171 New
Korea Investment Corp
100
Korea Investment Corp
South Korea
$6.2M 142,166 -23,494 -14%
2 3
4
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