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Carlyle Group
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Overview Fund Activity

519 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-42
Holders Change %
-7.49%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
55
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 %
CII
176
Capital International Inc
California
$2.06M -$1.05M -24,104 -34%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.05M +$872 +20 +0%
II
178
IFM Investors
Australia
$2M – – –
GC
179
GFG Capital
Florida
$1.99M -$20.3K -465 -1%
BCIM
180
British Columbia Investment Management
British Columbia, Canada
$1.94M +$4.4K +101 +0.2%
New York State Teachers Retirement System (NYSTRS)
181
New York State Teachers Retirement System (NYSTRS)
New York
$1.93M – – –
GAM
182
Gotham Asset Management
New York
$1.91M – – –
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.9M – – –
EFMC
184
Empire Financial Management Company
New York
$1.9M – – –
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$1.87M -$4.05K -93 -0.2%
SPIA
186
Steward Partners Investment Advisory
New York
$1.87M -$33.7K -773 -2%
Osaic Holdings
187
Osaic Holdings
Arizona
$1.86M -$406K -9,311 -18%
FAF
188
Fjarde Ap-fonden
Sweden
$1.82M +$52.3K +1,200 +3%
AIP
189
Ameritas Investment Partners
Nebraska
$1.81M -$32.6K -747 -2%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$1.78M -$11.2K -263 -0.6%
Mariner
191
Mariner
Kansas
$1.78M +$88.7K +2,036 +5%
DT
192
Diversified Trust
Tennessee
$1.76M -$9.94K -228 -0.6%
WGCA
193
Wolf Group Capital Advisors
Virginia
$1.73M -$496K -11,385 -22%
BFG
194
Bleakley Financial Group
New Jersey
$1.73M -$22.6K -519 -1%
HH
195
Hilltop Holdings
Texas
$1.68M -$523 -12 -0%
Truist Financial
196
Truist Financial
North Carolina
$1.66M -$113K -2,597 -6%
X
197
Xponance
Pennsylvania
$1.6M +$17.2K +394 +1%
URS
198
Utah Retirement Systems
Utah
$1.57M – – –
AMI
199
Amica Mutual Insurance
Rhode Island
$1.54M – – –
PCC
200
Park Circle Company
Maryland
$1.52M – – –
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8
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