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Carlyle Secured Lending
CGBD

Overview Fund Activity

118 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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% 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
+$1.35M
Net Calls Change
+$450K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$78.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.84M
3
EFG
3
Ethos Financial Group
Pennsylvania
$2.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$38M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.36M

Top Sellers

1
HG
1
Herbst Group
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
VanEck Associates
3
VanEck Associates
New York
$19.5M
4
GA
4
GFS Advisors
Texas
$0
5
VEA
5
Virtus ETF Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.89M 116,635 -368 -0.3%
Comerica Bank
27
Comerica Bank
Texas
$1.43M 88,367 -78 -0.1%
LPL Financial
28
LPL Financial
California
$1.33M 82,458 +20,549 +33%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$1.2M 74,437 +1,337 +2%
PCC
30
Park Circle Company
Maryland
$1.15M 71,225 – –
HighTower Advisors
31
HighTower Advisors
Illinois
$1.14M 70,404 -4,661 -6%
GCM
32
Greenland Capital Management
New York
$1.13M 70,000 +37,500 +115%
Truist Financial
33
Truist Financial
North Carolina
$1.05M 64,957 -2 -0%
Macquarie Group
34
Macquarie Group
Australia
$1.05M 64,600 – –
BCM
35
BluePointe Capital Management
California
$1.02M 61,517 +2,853 +5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$998K 61,709 +10,196 +20%
Osaic Holdings
37
Osaic Holdings
Arizona
$989K 61,139 -11,574 -16%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$942K 58,195 +12,843 +28%
ECM
39
ExodusPoint Capital Management
New York
$924K 57,078 +57,078 New
RWA
40
Redhawk Wealth Advisors
Minnesota
$870K 53,784 +14,381 +36%
VIA
41
Virtus Investment Advisers
Connecticut
$841K 51,990 +51,990 New
US Bancorp
42
US Bancorp
Minnesota
$809K 50,000 – –
BFWM
43
Bright Futures Wealth Management
New York
$805K 57,064 -4,244 -7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$776K 47,971 -17 -0%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$745K 46,030 +46,030 New
RRA
46
Round Rock Advisors
Connecticut
$741K 45,800 +27,230 +147%
Stifel Financial
47
Stifel Financial
Missouri
$737K 45,568 +4,659 +11%
Canada Life
48
Canada Life
Manitoba, Canada
$711K 43,892 +6,623 +18%
NFC
49
Northeast Financial Consultants
Connecticut
$692K 42,770 – –
TCM
50
Triumph Capital Management
Colorado
$674K 41,631 +2,038 +5%
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