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Carlyle Secured Lending
CGBD

119 hedge funds and large institutions have $298M invested in Carlyle Secured Lending in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $312K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $238M → $298M (+$60.4M)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

10.04% more ownership

Funds ownership: 26.17% → 36.2% (+10%)

3% more funds holding

Funds holding: 115 → 119 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
36
Reduced
32
Closed
13
Calls
$1.66M
Puts
$312K
Net Calls
+$1.34M
Net Calls Change
+$450K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$85.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.1M
3
EFG
Ethos Financial Group
Pennsylvania
+$3.04M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.31M
2
HG
Herbst Group
Connecticut
-$2.28M
3
VanEck Associates
VanEck Associates
New York
-$1.65M
4
GA
GFS Advisors
Texas
-$891K
5
VEA
Virtus ETF Advisers
New York
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.89M -$6.5K -368 -0.3%
Comerica Bank
27
Comerica Bank
Texas
$1.43M -$1.38K -78 -0.1%
LPL Financial
28
LPL Financial
California
$1.33M +$363K +20,549 +33%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$1.2M +$23.6K +1,337 +2%
PCC
30
Park Circle Company
Maryland
$1.15M – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$1.14M -$82.3K -4,661 -6%
GCM
32
Greenland Capital Management
New York
$1.13M +$662K +37,500 +115%
Truist Financial
33
Truist Financial
North Carolina
$1.05M -$35 -2 -0%
Macquarie Group
34
Macquarie Group
Australia
$1.04M – – –
BCM
35
BluePointe Capital Management
California
$1.02M +$50.4K +2,853 +5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$998K +$180K +10,196 +20%
Osaic Holdings
37
Osaic Holdings
Arizona
$989K -$204K -11,574 -16%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$942K +$227K +12,843 +28%
ECM
39
ExodusPoint Capital Management
New York
$924K +$1.01M +57,078 New
RWA
40
Redhawk Wealth Advisors
Minnesota
$870K +$254K +14,381 +36%
VIA
41
Virtus Investment Advisers
Connecticut
$841K +$918K +51,990 New
US Bancorp
42
US Bancorp
Minnesota
$809K – – –
BFWM
43
Bright Futures Wealth Management
New York
$805K -$74.9K -4,244 -7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$776K -$300 -17 -0%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$745K +$813K +46,030 New
RRA
46
Round Rock Advisors
Connecticut
$741K +$481K +27,230 +147%
Stifel Financial
47
Stifel Financial
Missouri
$737K +$82.3K +4,659 +11%
Canada Life
48
Canada Life
Manitoba, Canada
$711K +$117K +6,623 +18%
NFC
49
Northeast Financial Consultants
Connecticut
$692K – – –
TCM
50
Triumph Capital Management
Colorado
$674K +$36K +2,038 +5%
1
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3 4 5

CGBD Hedge Fund Activity: Q1 2025 in Review

119 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q1 2025, worth a combined $298M — up 25% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CGBD positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Creative Planning, adding an estimated $85.8M. The largest seller was Bank of America, cutting an estimated $2.31M.

  • 119 institutional investors held Carlyle Secured Lending (CGBD) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $298M of Carlyle Secured Lending stock for Q1 2025, up 25% quarter-over-quarter.
  • 20 funds opened new Carlyle Secured Lending positions in Q1 2025 and 13 closed out, a net change of +7 holders.
  • The largest Carlyle Secured Lending buyer in Q1 2025 was Creative Planning, an estimated $85.8M added.
  • The largest Carlyle Secured Lending seller in Q1 2025 was Bank of America, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2025.