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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 %
MOACM
126
Mutual of America Capital Management
New York
$5.45M 105,961 -2,653 -2%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$5.36M 104,330 +15,006 +17%
AB
128
Amalgamated Bank
New York
$5.16M 100,436 +3,224 +3%
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.13M 99,739 +20,215 +25%
TYCC
130
Texas Yale Capital Corp
Florida
$4.97M 96,699 +905 +0.9%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$4.95M 96,226 +8,367 +10%
CII
132
Capital International Inc
California
$4.92M 95,772 +48,622 +103%
FRAF
133
Första AP-fonden
Sweden
$4.87M 94,700 +37,600 +66%
SEI Investments
134
SEI Investments
Pennsylvania
$4.86M 94,565 +12,701 +16%
LA
135
LBP AM
France
$4.84M 94,089 +94,089 New
CPIG
136
Chicago Partners Investment Group
Illinois
$4.79M 78,407 -88 -0.1%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$4.78M 93,076 -1,234 -1%
SI
138
Stephens Inc
Arkansas
$4.63M 89,499 -600 -0.7%
SIS
139
Sound Income Strategies
Florida
$4.61M 89,667 +89,667 New
CWM
140
Congress Wealth Management
Massachusetts
$4.61M 89,608 +89,608 New
WSCM
141
Wellington Shields Capital Management
New York
$4.6M 89,452 +8,894 +11%
Nomura Asset Management
142
Nomura Asset Management
Japan
$4.56M 88,795 +4,639 +6%
Asset Management One
143
Asset Management One
Japan
$4.5M 87,601 -2,328 -3%
Cerity Partners
144
Cerity Partners
New York
$4.48M 87,237 +9,218 +12%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$4.48M 87,232 – –
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$4.28M 83,297 -7,183 -8%
KBC Group
147
KBC Group
Belgium
$4.26M 82,846 +21,583 +35%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.17M 81,195 +13,781 +20%
DDPIC
149
Deroy & Devereaux Private Investment Counsel
Michigan
$4.17M 81,185 -2,270 -3%
SLG
150
Stanley-Laman Group
Pennsylvania
$4.17M 81,038 -6,579 -8%
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