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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 %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$8.66M 168,365 +20,063 +14%
TI
102
Trexquant Investment
Connecticut
$8.41M 163,642 +163,642 New
GCM
103
Gator Capital Management
Florida
$8.3M 161,535 -600 -0.4%
Skandinaviska Enskilda Banken (SEB)
104
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.22M 160,001 +1,507 +1%
Comerica Bank
105
Comerica Bank
Texas
$8.2M 159,502 -89,032 -36%
LPL Financial
106
LPL Financial
California
$8.19M 159,280 -14,365 -8%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$7.96M 154,893 +14,851 +11%
CCM
108
Cinctive Capital Management
New York
$7.89M 153,541 +153,541 New
GGS
109
Galvin Gaustad & Stein
Arizona
$7.76M 150,960 +150,960 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$7.74M 150,498 +2,240 +2%
AQR Capital Management
111
AQR Capital Management
Connecticut
$7.68M 149,408 +92,073 +161%
WAM
112
Winslow Asset Management
Ohio
$7.4M 143,881 +13,832 +11%
American Century Companies
113
American Century Companies
Missouri
$7.25M 141,068 +72,183 +105%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$7.07M 137,454 +37,663 +38%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$6.54M 127,288 -4,324 -3%
APG Asset Management
116
APG Asset Management
Netherlands
$6.41M 146,400 +4,200 +3%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$6.28M 122,168 +18,997 +18%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$6.16M 119,927 +4,736 +4%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$6.1M 118,623 +12,607 +12%
COLIM
120
City of London Investment Management
United Kingdom
$5.59M 108,837 – –
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$5.52M 107,463 -3,512 -3%
LIP
122
Lighthouse Investment Partners
Florida
$5.5M 107,039 -35,132 -25%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$5.5M 107,005 – –
Citigroup
124
Citigroup
New York
$5.48M 106,709 -516,731 -83%
TD Asset Management
125
TD Asset Management
Ontario, Canada
$5.47M 106,373 -2,870 -3%
3 4
5
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