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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 %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$1.48M +$1.48M +33,981 New
TCM
202
Tanaka Capital Management
New York
$1.42M -$16.1K -369 -1%
DFCM
203
Dark Forest Capital Management
Puerto Rico
$1.4M +$1.4M +32,188 New
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$1.35M -$520K -11,938 -28%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$1.31M +$70.2K +1,610 +6%
SO
206
STRS Ohio
Ohio
$1.26M +$1.26M +28,980 New
BPC
207
Banque Pictet & Cie
Switzerland
$1.25M – – –
NAM
208
Nissay Asset Management
Japan
$1.23M +$12.6K +289 +1%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$1.23M +$14.8K +344 +1%
MNBTD
210
Moody National Bank Trust Division
Texas
$1.22M -$19.1K -438 -2%
VOYA Investment Management
211
VOYA Investment Management
Georgia
$1.19M +$31.1K +713 +3%
DADC
212
D.A. Davidson & Co
Montana
$1.19M -$34.9K -800 -3%
Wolverine Trading
213
Wolverine Trading
Illinois
$1.18M +$45.9K +1,063 +4%
JWM
214
Jeppson Wealth Management
California
$1.18M +$21.9K +503 +2%
Swedbank
215
Swedbank
Sweden
$1.17M +$480K +11,016 +70%
MML Investors Services
216
MML Investors Services
Massachusetts
$1.17M +$31.4K +721 +3%
WW
217
Waterfront Wealth
Kansas
$1.14M -$87 -2 -0%
AI
218
Atria Investments
North Carolina
$1.12M +$207K +4,760 +23%
MGP
219
M&G plc
United Kingdom
$1.1M +$550K +12,500 +100%
EMPI
220
Elo Mutual Pension Insurance
Finland
$1.1M +$390K +8,947 +55%
Allianz Asset Management
221
Allianz Asset Management
Germany
$1.09M +$477K +10,937 +78%
NYLIM
222
New York Life Investment Management
New York
$1.08M +$25.5K +586 +2%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$1.08M +$28.8K +660 +3%
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$1.08M -$6.71K -154 -0.6%
HRC
225
Hoertkorn Richard Charles
$1.05M -$43.6K -1,000 -4%
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