Carlyle Group
529 hedge funds and large institutions have $9.85B invested in Carlyle Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 164 reducing their positions, and 83 closing their positions.
386% more call options, than puts
Call options by funds: $145M | Put options by funds: $29.9M
36% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 164
2.32% more ownership
Funds ownership: 60.33% → 62.65% (+2.3%)
7% less funds holding
Funds holding: 567 → 529 (-38)
10% less capital invested
Capital invested by funds: $10.9B → $9.85B (-$1.04B)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
35% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$278M |
| 2 |
Millennium Management
New York
|
+$268M |
| 3 |
BlackRock
New York
|
+$260M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$77.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$102M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$79.7M |
| 3 |
Morgan Stanley
New York
|
-$68.6M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$64.8M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$56M |
CG Hedge Fund Activity: Q1 2025 in Review
529 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2025, worth a combined $9.85B — down 9.6% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of CG and 54 opened new positions — a net loss of 29 holders — while 164 trimmed existing stakes and 223 added.
The largest buyer was Harris Associates, adding an estimated $278M. The largest seller was Capital World Investors, cutting an estimated $102M.
- 529 institutional investors held Carlyle Group (CG) as of Q1 2025, down from 567 in Q4 2024.
- Funds reported $9.85B of Carlyle Group stock for Q1 2025, down 9.6% quarter-over-quarter.
- 54 funds opened new Carlyle Group positions in Q1 2025 and 83 closed out, a net change of -29 holders.
- The largest Carlyle Group buyer in Q1 2025 was Harris Associates, an estimated $278M added.
- The largest Carlyle Group seller in Q1 2025 was Capital World Investors, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2025.