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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$2.69M – – –
Corient Private Wealth
202
Corient Private Wealth
Florida
$2.68M -$396K -6,344 -13%
X
203
Xponance
Pennsylvania
$2.66M +$213K +3,410 +9%
DT
204
Diversified Trust
Tennessee
$2.61M +$267K +4,280 +11%
SPIA
205
Steward Partners Investment Advisory
New York
$2.6M -$41K -657 -2%
SA
206
Sanctuary Advisors
Indiana
$2.51M +$80.3K +1,285 +3%
MVP
207
Miller Value Partners
Florida
$2.51M -$1.87M -30,000 -43%
SC
208
Sierra Capital
Florida
$2.49M -$487K -7,798 -16%
Jane Street
209
Jane Street
New York
$2.38M +$2.37M +37,934 New
Truist Financial
210
Truist Financial
North Carolina
$2.29M -$52.5K -841 -2%
HH
211
Hilltop Holdings
Texas
$2.26M -$103K -1,646 -4%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$2.25M +$107K +1,709 +5%
BAMF
213
BI Asset Management Fondsmaeglerselskab
Denmark
$2.22M +$1.48M +23,637 +201%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$2.22M -$777K -12,444 -26%
PCC
215
Park Circle Company
Maryland
$2.18M – – –
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$2.17M +$2.17M +34,660 +577,667%
Franklin Resources
217
Franklin Resources
California
$2.13M -$1.15M -18,395 -35%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$2.12M -$199K -3,191 -9%
AMI
219
Amica Mutual Insurance
Rhode Island
$1.99M – – –
MML Investors Services
220
MML Investors Services
Massachusetts
$1.97M +$69.3K +1,109 +4%
ECM
221
ExodusPoint Capital Management
New York
$1.94M +$1.94M +30,989 New
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$1.93M -$305K -4,890 -14%
Wolverine Trading
223
Wolverine Trading
Illinois
$1.92M -$367K -5,872 -17%
GAM
224
Generali Asset Management
Italy
$1.91M +$1.91M +30,518 New
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$1.91M +$248K +3,971 +15%
7 8
9
10 11

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.