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Carlyle Group
CG

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
638
Holders Change
+67
Holders Change %
+11.73%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
119
Increased
221
Reduced
189
Closed
44
Calls
$264M
Puts
$117M
Net Calls
+$147M
Net Calls Change
+$77.5M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$184M
2
State Street
State Street
Massachusetts
+$107M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$75.3M
4
BlackRock
BlackRock
New York
+$66.2M
5
Morgan Stanley
Morgan Stanley
New York
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$82.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$82.3M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$75M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.3M
5
Goldman Sachs
Goldman Sachs
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$5.02M +$781K +12,500 +18%
CCM
152
Cinctive Capital Management
New York
$5.02M -$4.59M -73,491 -48%
SLG
153
Stanley-Laman Group
Pennsylvania
$4.99M -$87.6K -1,402 -2%
Prudential Financial
154
Prudential Financial
New Jersey
$4.94M +$580K +9,285 +13%
SG Americas Securities
155
SG Americas Securities
New York
$4.93M +$4.39M +70,352 +847%
KK
156
KLP Kapitalforvaltning
Norway
$4.82M – – –
EFMC
157
Empire Financial Management Company
New York
$4.77M +$1.94M +31,000 +69%
OL
158
one8zero8 LLC
North Carolina
$4.71M -$9.37K -150 -0.2%
RAM
159
Resona Asset Management
Japan
$4.57M -$8.5K -136 -0.2%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$4.55M +$787K +12,600 +21%
LF
161
Lansforsakringar Fondforvaltning
Sweden
$4.51M -$4.37K -70 -0.1%
IWA
162
IBEX Wealth Advisors
New Jersey
$4.49M +$4.47M +71,565 New
CPIG
163
Chicago Partners Investment Group
Illinois
$4.43M -$107K -1,718 -2%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$4.35M +$483K +7,727 +13%
ASRS
165
Arizona State Retirement System
Arizona
$4.34M +$43.8K +701 +1%
UBP
166
Union Bancaire Privee
Switzerland
$4.24M +$5.19M +83,100 New
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.19M +$755K +12,094 +22%
KCM
168
Kerusso Capital Management
North Carolina
$4.12M -$244K -3,908 -6%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$4.12M -$462K -7,400 -10%
LIP
170
Lighthouse Investment Partners
Florida
$4.08M -$2.63M -42,037 -39%
TWC
171
The Woodbridge Company
Ontario, Canada
$3.95M – – –
AAM
172
Augustine Asset Management
Florida
$3.89M -$77.1K -1,234 -2%
CLOS
173
Compagnie Lombard Odier SCmA
Switzerland
$3.89M -$2.81M -45,000 -42%
SOMRS
174
State of Michigan Retirement System
Michigan
$3.89M +$675K +10,800 +21%
KBC Group
175
KBC Group
Belgium
$3.88M -$1.31M -21,009 -25%
5 6
7
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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.