Carlyle Group
605 hedge funds and large institutions have $10.6B invested in Carlyle Group in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 237 increasing their positions, 188 reducing their positions, and 93 closing their positions.
149% more call options, than puts
Call options by funds: $277M | Put options by funds: $111M
26% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 188
2.92% less ownership
Funds ownership: 63.57% → 60.64% (-2.9%)
4% less funds holding
Funds holding: 628 → 605 (-23)
18% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 93
22% less capital invested
Capital invested by funds: $13.5B → $10.6B (-$2.94B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROTUOC
Regents of the University of California
Oakland,
California
|
+$83.6M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$76.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.8M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$35.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$327M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$118M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$101M |
| 4 |
Millennium Management
New York
|
-$84.8M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$50.5M |
CG Hedge Fund Activity: Q1 2026 in Review
605 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2026, worth a combined $10.6B — down 22% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of CG and 76 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 237 added.
The largest buyer was Regents of the University of California, opening a new position worth an estimated $83.6M. The largest seller was Boston Partners, exiting entirely with an estimated $327M sold.
- 605 institutional investors held Carlyle Group (CG) as of Q1 2026, down from 628 in Q4 2025.
- Funds reported $10.6B of Carlyle Group stock for Q1 2026, down 22% quarter-over-quarter.
- 76 funds opened new Carlyle Group positions in Q1 2026 and 93 closed out, a net change of -17 holders.
- The largest Carlyle Group buyer in Q1 2026 was Regents of the University of California, an estimated $83.6M added.
- The largest Carlyle Group seller in Q1 2026 was Boston Partners, an estimated $327M sold.
Based on aggregated 13F filings for Q1 2026.