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Carlyle Group
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Overview Fund Activity

563 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, 232 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
7.56%
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
232
Reduced
171
Closed
41
Calls
$170M
Puts
$101M
Net Calls
+$69.4M
Net Calls Change
-$46.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$2.13M – – –
X
202
Xponance
Pennsylvania
$2.01M +$118K +2,292 +6%
URS
203
Utah Retirement Systems
Utah
$1.97M +$114K +2,224 +6%
BFG
204
Bleakley Financial Group
New Jersey
$1.97M -$71.3K -1,388 -3%
HH
205
Hilltop Holdings
Texas
$1.94M -$38.8K -754 -2%
Truist Financial
206
Truist Financial
North Carolina
$1.92M -$33.7K -656 -2%
DT
207
Diversified Trust
Tennessee
$1.92M -$154K -2,990 -7%
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$1.9M -$387K -7,528 -17%
TAF
209
Tredje AP-fonden
Sweden
$1.85M +$976K +18,989 +112%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.83M +$85K +1,654 +5%
Wolverine Trading
211
Wolverine Trading
Illinois
$1.82M +$413K +8,079 +29%
PCC
212
Park Circle Company
Maryland
$1.79M – – –
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$1.76M +$214K +4,160 +14%
Mariner
214
Mariner
Kansas
$1.69M -$398K -7,749 -19%
MIG
215
Meketa Investment Group
Massachusetts
$1.64M -$4.73M -91,985 -74%
IMRF
216
Illinois Municipal Retirement Fund
Illinois
$1.64M +$1.64M +31,811 New
AMI
217
Amica Mutual Insurance
Rhode Island
$1.63M -$179K -3,483 -10%
SO
218
STRS Ohio
Ohio
$1.62M +$133K +2,590 +9%
MML Investors Services
219
MML Investors Services
Massachusetts
$1.56M +$178K +3,454 +13%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$1.5M +$96.8K +1,883 +7%
NAM
221
Nissay Asset Management
Japan
$1.49M +$37.5K +729 +3%
BPC
222
Banque Pictet & Cie
Switzerland
$1.48M – – –
MNBTD
223
Moody National Bank Trust Division
Texas
$1.47M +$27.4K +534 +2%
TAM
224
Tocqueville Asset Management
New York
$1.43M +$1.43M +27,850 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$1.39M +$673K +13,090 +93%
7 8
9
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