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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
Royal London Asset Management
76
Royal London Asset Management
United Kingdom
$13.6M +$6.81M +109,057 +101%
PE
77
Point72 Europe
United Kingdom
$13.5M +$8.6M +137,690 +177%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$13.3M -$17.5K -280 -0.1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$13.3M +$3.5K +56 +0%
Brown Advisory
80
Brown Advisory
Maryland
$13.2M -$3.13M -50,050 -19%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$13M – – –
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$13M +$1.81M +29,000 +16%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$12.7M +$2.15M +34,353 +20%
OC
84
Oppenheimer & Co
New York
$12.3M -$5.4M -86,401 -31%
SIA
85
Sit Investment Associates
Minnesota
$12.1M -$926K -14,819 -7%
Walleye Capital
86
Walleye Capital
New York
$11.9M -$14.4M -229,947 -55%
SCM
87
SOL Capital Management
Maryland
$11.8M +$104K +1,669 +0.9%
Comerica Bank
88
Comerica Bank
Texas
$11.7M +$1.65M +26,457 +17%
Aberdeen Group
89
Aberdeen Group
United Kingdom
$11.5M +$1.77M +28,317 +18%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$11.5M -$961K -15,384 -8%
Stifel Financial
91
Stifel Financial
Missouri
$10.9M -$987K -15,799 -8%
CCM
92
Channing Capital Management
Illinois
$10.8M -$1.97M -31,615 -16%
BAMCO Inc
93
BAMCO Inc
New York
$10.5M -$82.8M -1,325,709 -89%
Skandinaviska Enskilda Banken (SEB)
94
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.4M +$362K +5,788 +4%
GCM
95
Gator Capital Management
Florida
$10.2M +$76.8K +1,230 +0.8%
Lazard Asset Management
96
Lazard Asset Management
New York
$10.1M -$3.55M -56,876 -26%
FAF
97
Första AP-fonden
Sweden
$10.1M +$4.18M +66,900 +71%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$9.91M +$474K +7,589 +5%
RRAM
99
River Road Asset Management
Kentucky
$9.8M +$9.76M +156,271 New
AQR Capital Management
100
AQR Capital Management
Connecticut
$9.77M +$399K +6,390 +4%
2 3
4
5 6

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.