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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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+44
Holders Change %
+8.48%
% of All Funds
7.55%
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
40
Calls
$170M
Puts
$101M
Net Calls
+$69.4M
Net Calls Change
-$46.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M
2
Harris Associates
Harris Associates
Illinois
+$130M
3
Capital World Investors
Capital World Investors
California
+$115M
4
BlackRock
BlackRock
New York
+$112M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$69.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$252M
2
VVP
Vulcan Value Partners
Alabama
-$226M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.8M
5
Amundi
Amundi
France
-$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.62B +$112M +2,180,564 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B +$21.9M +426,644 +2%
Capital World Investors
3
Capital World Investors
California
$1.03B +$115M +2,240,249 +13%
Harris Associates
4
Harris Associates
Illinois
$582M +$130M +2,528,941 +29%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$511M -$114M -2,222,023 -18%
Morgan Stanley
6
Morgan Stanley
New York
$470M -$42.5M -825,952 -8%
State Street
7
State Street
Massachusetts
$423M +$19.5M +378,455 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$367M +$16M +311,300 +5%
Boston Partners
9
Boston Partners
Massachusetts
$349M -$6.81M -132,525 -2%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$305M +$36M +700,000 +13%
AI
11
Ariel Investments
Illinois
$242M -$6.87M -133,669 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$220M +$11.7M +228,484 +6%
UBS Group
13
UBS Group
Switzerland
$187M -$58.6M -1,140,192 -24%
Legal & General Group
14
Legal & General Group
United Kingdom
$173M +$12.8M +248,107 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$170M +$154M +2,987,472 +916%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$153M +$31.4M +611,876 +26%
Norges Bank
17
Norges Bank
Norway
$150M +$150M +2,920,658 New
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$142M -$4.19M -81,569 -3%
Ameriprise
19
Ameriprise
Minnesota
$142M +$2.41M +46,894 +2%
Northern Trust
20
Northern Trust
Illinois
$118M +$5.57M +108,397 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$116M -$616K -11,991 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$113M +$54M +1,050,643 +92%
Capital International Investors
23
Capital International Investors
California
$107M +$822K +15,989 +0.8%
Millennium Management
24
Millennium Management
New York
$102M -$252M -4,899,617 -71%
FCM
25
Frontier Capital Management
Massachusetts
$97M -$38.4M -746,755 -28%
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