Carlyle Group
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$184M |
| 2 |
State Street
Boston,
Massachusetts
|
+$107M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$75.3M |
| 4 |
BlackRock
New York
|
+$66.2M |
| 5 |
Morgan Stanley
New York
|
+$60.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$82.8M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$82.3M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$75M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$65.3M |
| 5 |
Goldman Sachs
New York
|
-$62.2M |
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.