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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 %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$2.95M – – –
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.94M -$340K -7,796 -10%
RAM
153
Resona Asset Management
Japan
$2.94M +$142K +3,267 +5%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$2.94M -$100K -2,300 -3%
ASRS
155
Arizona State Retirement System
Arizona
$2.93M -$523 -12 -0%
FGP
156
Freestone Grove Partners
California
$2.74M -$5.78M -132,495 -68%
AAM
157
Augustine Asset Management
Florida
$2.7M +$15K +345 +0.6%
KBC Group
158
KBC Group
Belgium
$2.67M -$320K -7,332 -11%
First Trust Advisors
159
First Trust Advisors
Illinois
$2.66M +$854K +19,581 +47%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$2.58M +$21.8K +500 +0.9%
AQR Capital Management
161
AQR Capital Management
Connecticut
$2.5M +$2.26M +51,809 +938%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$2.5M – – –
FRAF
163
Första AP-fonden
Sweden
$2.49M -$34.9K -800 -1%
HighTower Advisors
164
HighTower Advisors
Illinois
$2.48M +$613K +14,058 +33%
APF
165
Alaska Permanent Fund
Alaska
$2.45M – – –
Franklin Resources
166
Franklin Resources
California
$2.35M +$1.35M +30,970 +135%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$2.24M +$235K +5,398 +12%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$2.22M +$253K +5,793 +13%
SOMRS
169
State of Michigan Retirement System
Michigan
$2.2M +$21.8K +500 +1%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.2M +$167K +3,838 +8%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$2.18M -$1.77M -40,606 -45%
Corient Private Wealth
172
Corient Private Wealth
Florida
$2.17M -$148K -3,397 -6%
TCM
173
Twin Capital Management
Pennsylvania
$2.11M -$75.3K -1,728 -3%
EF
174
Empowered Funds
Pennsylvania
$2.1M +$68.8K +1,579 +3%
SC
175
Sierra Capital
Florida
$2.07M -$125K -2,859 -6%
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