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Carlyle Group
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Overview Fund Activity

559 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 231 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
559
Holders Change
+39
Holders Change %
+7.5%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
92
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
Harris Associates
2
Harris Associates
Illinois
$582M
3
Capital World Investors
3
Capital World Investors
California
$1.03B
4
BlackRock
4
BlackRock
New York
$1.62B
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$70.4M

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 %
Universal-Beteiligungs- und Servicegesellschaft
151
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.15M 80,834 -61,603 -43%
PE
152
Point72 Europe
United Kingdom
$4M 77,800 +77,800 New
KK
153
KLP Kapitalforvaltning
Norway
$3.95M 76,800 +6,000 +8%
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$3.91M 76,149 +2,598 +4%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$3.87M 75,368 +673 +0.9%
OL
156
one8zero8 LLC
North Carolina
$3.87M 75,230 -1,530 -2%
YCM
157
Yousif Capital Management
Michigan
$3.85M 74,907 -302 -0.4%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$3.75M 73,030 -310 -0.4%
RAM
159
Resona Asset Management
Japan
$3.73M 72,682 +5,253 +8%
LF
160
Lansforsakringar Fondforvaltning
Sweden
$3.7M 72,029 -2,192 -3%
SSA
161
Schonfeld Strategic Advisors
New York
$3.67M 71,336 +63,926 +863%
MVP
162
Miller Value Partners
Florida
$3.6M 70,000 – –
KCM
163
Kerusso Capital Management
North Carolina
$3.58M 69,573 +36 +0.1%
ASRS
164
Arizona State Retirement System
Arizona
$3.52M 68,570 +1,343 +2%
Prudential Financial
165
Prudential Financial
New Jersey
$3.52M 69,561 +50,095 +257%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$3.47M 67,580 – –
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$3.36M 65,292 -2,050 -3%
ACM
168
Aquatic Capital Management
Illinois
$3.34M 65,016 +65,016 New
Osaic Holdings
169
Osaic Holdings
Arizona
$3.28M 68,682 +26,047 +61%
PEAK6
170
PEAK6
Illinois
$3.27M 63,685 +63,685 New
AAM
171
Augustine Asset Management
Florida
$3.25M 63,290 +1,379 +2%
TWC
172
The Woodbridge Company
Ontario, Canada
$3.24M 63,000 +63,000 New
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$3.17M 61,721 +10,843 +21%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$3.08M 59,900 +800 +1%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$3.06M 59,560 +8,146 +16%
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