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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 %
Aberdeen Group
101
Aberdeen Group
United Kingdom
$6.1M 140,042 +79,950 +133%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$6.1M 139,983 +86,105 +160%
GLA
103
Great Lakes Advisors
Illinois
$5.76M 132,108 +132,108 New
APG Asset Management
104
APG Asset Management
Netherlands
$5.74M 142,200 -400 -0.3%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$5.74M 131,612 +5,252 +4%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$5.7M 130,820 +105,919 +425%
WAM
107
Winslow Asset Management
Ohio
$5.67M 130,049 -3,972 -3%
AAF
108
Andra AP-fonden
Sweden
$5.46M 125,217 +51,417 +70%
MIG
109
Meketa Investment Group
Massachusetts
$5.4M 123,854 +76,507 +162%
TPSF
110
Texas Permanent School Fund
Texas
$5.21M 134,913 +134,913 New
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$5.02M 115,191 +5,141 +5%
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$4.84M 110,975 +10,832 +11%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$4.76M 109,243 -1,754 -2%
COLIM
114
City of London Investment Management
United Kingdom
$4.74M 108,837 -16,407 -13%
MOACM
115
Mutual of America Capital Management
New York
$4.73M 108,614 -2,861 -3%
CLOS
116
Compagnie Lombard Odier SCmA
Switzerland
$4.66M 107,005 – –
HSBC Holdings
117
HSBC Holdings
United Kingdom
$4.61M 106,016 +13,719 +15%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$4.5M 103,171 +6,900 +7%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$4.35M 99,791 -5,278 -5%
AB
120
Amalgamated Bank
New York
$4.24M 97,212 -4,054 -4%
TYCC
121
Texas Yale Capital Corp
Florida
$4.18M 95,794 +9,905 +12%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$4.11M 94,310 +10,595 +13%
CM
123
CastleKnight Management
New York
$4.03M 92,500 +15,000 +19%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$3.94M 90,480 +89,518 +9,305%
SI
125
Stephens Inc
Arkansas
$3.93M 90,099 -683 -0.8%
3 4
5
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