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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.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-41
Holders Change %
-7.31%
% of All Funds
7.06%
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
Harris Associates
Illinois
+$244M
2
Millennium Management
Millennium Management
New York
+$235M
3
BlackRock
BlackRock
New York
+$229M
4
UBS Group
UBS Group
Switzerland
+$68.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$49.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$89.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
3
Morgan Stanley
Morgan Stanley
New York
-$60.3M
4
ACM
Argent Capital Management
Missouri
-$57M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
126
Asset Management One
Japan
$3.92M +$141K +3,233 +4%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$3.89M – – –
ET
128
Equitable Trust
Tennessee
$3.84M -$464K -10,645 -11%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$3.83M +$352K +8,066 +10%
SLG
130
Stanley-Laman Group
Pennsylvania
$3.82M -$823K -18,883 -18%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$3.8M – – –
Nomura Asset Management
132
Nomura Asset Management
Japan
$3.67M -$4.14K -95 -0.1%
DDPIC
133
Deroy & Devereaux Private Investment Counsel
Michigan
$3.64M +$115K +2,635 +3%
SEI Investments
134
SEI Investments
Pennsylvania
$3.57M +$1.14M +26,255 +47%
WSCM
135
Wellington Shields Capital Management
New York
$3.51M +$535K +12,264 +18%
WorldQuant Millennium Advisors
136
WorldQuant Millennium Advisors
New York
$3.48M -$15.1M -347,376 -81%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.47M +$22K +505 +0.6%
Cerity Partners
138
Cerity Partners
New York
$3.4M +$294K +6,743 +9%
OL
139
one8zero8 LLC
North Carolina
$3.35M +$4.45K +102 +0.1%
YCM
140
Yousif Capital Management
Michigan
$3.28M -$70K -1,606 -2%
Neuberger Berman Group
141
Neuberger Berman Group
New York
$3.27M +$57.8K +1,325 +2%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$3.26M +$54.9K +1,259 +2%
LF
143
Lansforsakringar Fondforvaltning
Sweden
$3.24M – – –
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$3.21M -$576K -13,212 -15%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$3.2M -$263K -6,034 -8%
CPIG
146
Chicago Partners Investment Group
Illinois
$3.14M +$103K +2,567 +3%
KK
147
KLP Kapitalforvaltning
Norway
$3.09M – – –
MVP
148
Miller Value Partners
Florida
$3.05M – – –
KCM
149
Kerusso Capital Management
North Carolina
$3.03M +$77.1K +1,768 +3%
American Century Companies
150
American Century Companies
Missouri
$3M +$96.2K +2,207 +3%
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