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Carlyle Secured Lending

147 hedge funds and large institutions have $348M invested in Carlyle Secured Lending in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+29
Holders Change %
+24.58%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
47
Reduced
27
Closed
13
Calls
$1.2M
Puts
$445K
Net Calls
+$751K
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.61M +$63.2K +4,617 +2%
YIH
27
Y-Intercept (HK)
Hong Kong
$2.47M +$2.47M +180,466 New
Raymond James Financial
28
Raymond James Financial
Florida
$2.43M -$91.5K -6,687 -4%
CCM
29
Condor Capital Management
New Jersey
$2.4M -$1.37M -99,903 -36%
EFG
30
Ethos Financial Group
Pennsylvania
$2.38M +$31.5K +2,301 +1%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.29M +$2.29M +167,300 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.09M +$1.65M +120,558 +376%
STA
33
Summit Trail Advisors
New York
$2.06M +$2.06M +146,027 New
DA
34
Denali Advisors
California
$1.81M -$49.3K -3,603 -3%
DA
35
Doliver Advisors
Texas
$1.68M +$1.68M +122,581 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$1.59M -$4.01K -293 -0.3%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.4M -$381K -27,850 -21%
NFC
38
Northeast Financial Consultants
Connecticut
$1.4M +$813K +59,449 +139%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.3M +$206K +11,474 +19%
NW
40
Naviter Wealth
Arkansas
$1.28M +$1.28M +90,991 New
LPL Financial
41
LPL Financial
California
$1.24M +$109K +7,951 +10%
Comerica Bank
42
Comerica Bank
Texas
$1.21M
GRP
43
Global Retirement Partners
California
$1.11M +$1.11M +81,453 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$1.04M +$22.3K +1,628 +2%
PCC
45
Park Circle Company
Maryland
$974K
HighTower Advisors
46
HighTower Advisors
Illinois
$971K +$7.4K +541 +0.8%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$940K +$283K +20,710 +43%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$921K +$76.6K +5,599 +9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$918K +$122K +8,929 +15%
Truist Financial
50
Truist Financial
North Carolina
$889K