CGBD icon

Carlyle Secured Lending

146 hedge funds and large institutions have $347M invested in Carlyle Secured Lending in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+28
Holders Change %
+23.73%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
47
Reduced
27
Closed
13
Calls
$1.05M
Puts
$445K
Net Calls
+$605K
Net Calls Change
-$740K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$67.3M 4,916,335 +44,062 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$31.4M 2,295,522 -53,725 -2%
PCIA
3
Prime Capital Investment Advisors
Kansas
$30.2M 2,204,508 +2,204,508 New
VanEck Associates
4
VanEck Associates
New York
$24.4M 1,785,996 +582,133 +48%
CL
5
Choreo LLC
Illinois
$20.5M 1,458,028 +1,458,028 New
LSV Asset Management
6
LSV Asset Management
Illinois
$11.8M 860,563 -395,526 -31%
Bank of America
7
Bank of America
North Carolina
$10.9M 795,522 -266,257 -25%
Invesco
8
Invesco
Georgia
$10.7M 779,586 +121,686 +18%
UBS Group
9
UBS Group
Switzerland
$7.76M 567,546 +155,961 +38%
C
10
Cliffwater
California
$7.51M 548,617 +548,617 New
Mariner
11
Mariner
Kansas
$7.43M 543,376 +543,376 New
Legal & General Group
12
Legal & General Group
United Kingdom
$6.29M 459,870 +127,681 +38%
RCM
13
Rivernorth Capital Management
Florida
$4.88M 357,013 +357,013 New
MC
14
Muzinich & Co
New York
$4.82M 352,617 +157,900 +81%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.58M 334,700 -182,100 -35%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.64M 266,213 -9,399 -3%
BlackRock
17
BlackRock
New York
$3.61M 264,185 +66,860 +34%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$3.61M 264,138 +80,737 +44%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.32M 242,989 -102,816 -30%
HIMS
20
Hager Investment Management Services
New Hampshire
$3.23M 236,263 +10,097 +4%
AAM
21
Advisors Asset Management
Colorado
$3.06M 223,857 -24,491 -10%
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$3M 219,176 +216,837 +9,271%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$3M 219,146 +173,116 +376%
GF
24
Gries Financial
Ohio
$2.7M 197,240
NCM
25
Novare Capital Management
North Carolina
$2.66M 194,680 +18,725 +11%