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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 %
Ameriprise
26
Ameriprise
Minnesota
$2.61M 190,921 +4,617 +2%
YIH
27
Y-Intercept (HK)
Hong Kong
$2.47M 180,466 +180,466 New
Raymond James Financial
28
Raymond James Financial
Florida
$2.43M 177,462 -6,687 -4%
CCM
29
Condor Capital Management
New Jersey
$2.4M 175,506 -99,903 -36%
EFG
30
Ethos Financial Group
Pennsylvania
$2.38M 174,172 +2,301 +1%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.29M 167,300 +167,300 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.09M 152,607 +120,558 +376%
STA
33
Summit Trail Advisors
New York
$2.06M 146,027 +146,027 New
DA
34
Denali Advisors
California
$1.81M 132,433 -3,603 -3%
DA
35
Doliver Advisors
Texas
$1.68M 122,581 +122,581 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$1.59M 116,342 -293 -0.3%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.4M 102,650 -27,850 -21%
NFC
38
Northeast Financial Consultants
Connecticut
$1.4M 102,219 +59,449 +139%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.3M 72,613 +11,474 +19%
NW
40
Naviter Wealth
Arkansas
$1.28M 90,991 +90,991 New
LPL Financial
41
LPL Financial
California
$1.24M 90,409 +7,951 +10%
Comerica Bank
42
Comerica Bank
Texas
$1.21M 88,367
GRP
43
Global Retirement Partners
California
$1.11M 81,453 +81,453 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$1.04M 76,065 +1,628 +2%
PCC
45
Park Circle Company
Maryland
$974K 71,225
HighTower Advisors
46
HighTower Advisors
Illinois
$971K 70,945 +541 +0.8%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$940K 68,681 +20,710 +43%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$921K 67,308 +5,599 +9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$918K 67,124 +8,929 +15%
Truist Financial
50
Truist Financial
North Carolina
$889K 64,957