Carlyle Group
573 hedge funds and large institutions have $11.8B invested in Carlyle Group in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 236 increasing their positions, 177 reducing their positions, and 40 closing their positions.
125% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 40
69% more call options, than puts
Call options by funds: $170M | Put options by funds: $101M
33% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 177
20% more capital invested
Capital invested by funds: $9.85B → $11.8B (+$1.97B)
8% more funds holding
Funds holding: 529 → 573 (+44)
1% more ownership
Funds ownership: 62.65% → 63.65% (+1%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$129M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$109M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$96.5M |
| 4 |
BlackRock
New York
|
+$93.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$84.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$226M |
| 2 |
Millennium Management
New York
|
-$211M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$95.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.7M |
| 5 |
Amundi
Paris,
France
|
-$49.7M |
CG Hedge Fund Activity: Q2 2025 in Review
573 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2025, worth a combined $11.8B — up 20% from $9.85B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new CG positions and 40 closed out — a net gain of 50 holders — while 236 added to existing stakes and 177 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $129M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $226M sold.
- 573 institutional investors held Carlyle Group (CG) as of Q2 2025, up from 529 in Q1 2025.
- Funds reported $11.8B of Carlyle Group stock for Q2 2025, up 20% quarter-over-quarter.
- 90 funds opened new Carlyle Group positions in Q2 2025 and 40 closed out, a net change of +50 holders.
- The largest Carlyle Group buyer in Q2 2025 was Royal Bank of Canada, an estimated $129M added.
- The largest Carlyle Group seller in Q2 2025 was Vulcan Value Partners, an estimated $226M sold.
Based on aggregated 13F filings for Q2 2025.