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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
DDPIC
176
Deroy & Devereaux Private Investment Counsel
Michigan
$3.8M -$1.28M -20,550 -25%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$3.77M -$948K -15,175 -20%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$3.64M +$654K +10,476 +22%
LCM
179
Landscape Capital Management
New Jersey
$3.54M +$3.52M +56,427 New
CBA
180
Coastal Bridge Advisors
Connecticut
$3.52M -$185K -2,968 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.45M +$3.44M +55,000 New
JIC
182
JRM Investment Counsel
Nebraska
$3.4M +$3.39M +54,240 New
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$3.37M +$637K +10,200 +23%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$3.29M +$550K +8,800 +20%
Verition Fund Management
185
Verition Fund Management
Connecticut
$3.27M -$82.3M -1,317,154 -96%
FAF
186
Fjarde Ap-fonden
Sweden
$3.23M +$82.5K +1,321 +3%
Ensign Peak Advisors
187
Ensign Peak Advisors
Utah
$3.23M -$857K -13,725 -21%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$3.22M – – –
GC
189
GFG Capital
Florida
$3.19M -$23.4K -375 -0.7%
IAN
190
Integrated Advisors Network
Texas
$3.11M -$279K -4,474 -8%
II
191
IFM Investors
Australia
$3.11M – – –
AIP
192
Ameritas Investment Partners
Nebraska
$3.06M +$456K +7,296 +18%
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$3M +$1.01M +16,096 +51%
PI
194
PineBridge Investments
New York
$2.96M +$1.52M +24,410 +107%
QCM
195
Quantinno Capital Management
New York
$2.86M +$1.78M +28,463 +165%
ACM
196
Aquatic Capital Management
Illinois
$2.85M -$1.22M -19,485 -30%
TAF
197
Tredje AP-fonden
Sweden
$2.84M +$585K +9,360 +26%
GAM
198
Gotham Asset Management
New York
$2.73M -$16.2K -260 -0.6%
Assenagon Asset Management
199
Assenagon Asset Management
Luxembourg
$2.72M -$21.4M -343,006 -89%
URS
200
Utah Retirement Systems
Utah
$2.71M +$302K +4,835 +13%
6 7
8
9 10

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.