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Carlyle Group
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Overview Fund Activity

520 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 216 increasing their positions, 161 reducing their positions, and 85 closing their positions.

Holders
520
Holders Change
-41
Holders Change %
-7.31%
% of All Funds
7.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
56
Increased
216
Reduced
161
Closed
85
Calls
$145M
Puts
$29.9M
Net Calls
+$115M
Net Calls Change
+$14.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$383M
2
Millennium Management
2
Millennium Management
New York
$300M
3
BlackRock
3
BlackRock
New York
$1.28B
4
UBS Group
4
UBS Group
Switzerland
$208M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$772M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$434M
4
ACM
4
Argent Capital Management
Missouri
$30M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.28B 29,261,523 +5,248,003 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.06B 24,292,937 +1,131,514 +5%
Capital World Investors
3
Capital World Investors
California
$772M 17,718,231 -2,060,127 -10%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$531M 12,171,478 -1,078,463 -8%
Morgan Stanley
5
Morgan Stanley
New York
$434M 9,961,726 -1,382,526 -12%
Harris Associates
6
Harris Associates
Illinois
$383M 8,787,043 +5,600,300 +176%
State Street
7
State Street
Massachusetts
$342M 7,843,197 +57,504 +0.7%
Boston Partners
8
Boston Partners
Massachusetts
$302M 6,924,066 -178,019 -3%
Millennium Management
9
Millennium Management
New York
$300M 6,891,525 +5,398,358 +362%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$298M 6,827,559 +476,127 +7%
Alkeon Capital Management
11
Alkeon Capital Management
New York
$228M 5,241,316 -3,139 -0.1%
VVP
12
Vulcan Value Partners
Alabama
$226M 5,180,438 -153,158 -3%
AI
13
Ariel Investments
Illinois
$211M 4,839,213 -71,523 -1%
UBS Group
14
UBS Group
Switzerland
$208M 4,769,956 +1,568,523 +49%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$176M 4,056,410 +167,888 +4%
Legal & General Group
16
Legal & General Group
United Kingdom
$136M 3,118,873 -238,044 -7%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$124M 2,853,199 +12,127 +0.4%
Ameriprise
18
Ameriprise
Minnesota
$119M 2,722,737 +485,488 +22%
FCM
19
Frontier Capital Management
Massachusetts
$115M 2,633,914 +177,951 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$113M 2,584,781 +28,349 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$103M 2,365,374 +104,869 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$99.2M 2,276,666 -73,572 -3%
Northern Trust
23
Northern Trust
Illinois
$95.7M 2,195,250 -9,931 -0.5%
Capital International Investors
24
Capital International Investors
California
$89.8M 2,059,785 +6,321 +0.3%
UBS AM
25
UBS AM
Illinois
$69.9M 1,604,610 +441,276 +38%
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