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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 %
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$3.06M 59,560 +8,146 +16%
CBA
177
Coastal Bridge Advisors
Connecticut
$3.04M 59,105 +59,105 New
DFCM
178
Dark Forest Capital Management
Puerto Rico
$2.9M 56,326 +24,138 +75%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.81M 54,744 +4,299 +9%
IAN
180
Integrated Advisors Network
Texas
$2.78M 54,150 +54,150 New
AAF
181
Andra AP-fonden
Sweden
$2.78M 54,000 -71,217 -57%
Franklin Resources
182
Franklin Resources
California
$2.69M 52,384 -1,590 -3%
HighTower Advisors
183
HighTower Advisors
Illinois
$2.68M 52,206 -4,767 -8%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$2.64M 51,300 -6,000 -10%
GC
185
GFG Capital
Florida
$2.63M 51,253 +5,533 +12%
SOMRS
186
State of Michigan Retirement System
Michigan
$2.63M 51,200 +700 +1%
FAF
187
Fjarde Ap-fonden
Sweden
$2.58M 50,265 +8,500 +20%
TCM
188
Twin Capital Management
Pennsylvania
$2.58M 50,137 +1,630 +3%
Corient Private Wealth
189
Corient Private Wealth
Florida
$2.54M 49,373 -338 -0.7%
II
190
IFM Investors
Australia
$2.5M 48,590 +2,645 +6%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$2.46M 47,788 -27,338 -36%
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$2.45M 47,573 +652 +1%
SC
193
Sierra Capital
Florida
$2.44M 47,513 – –
EFMC
194
Empire Financial Management Company
New York
$2.31M 45,000 +1,500 +3%
New York State Teachers Retirement System (NYSTRS)
195
New York State Teachers Retirement System (NYSTRS)
New York
$2.27M 44,246 – –
GAM
196
Gotham Asset Management
New York
$2.25M 43,727 – –
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$2.25M 43,686 +800 +2%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$2.24M 43,600 – –
SPIA
199
Steward Partners Investment Advisory
New York
$2.16M 42,103 -705 -2%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$2.14M 42,023 +263 +0.6%
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