We are live on ! Find out more
CGBD icon

Carlyle Secured Lending

151 hedge funds and large institutions have $331M invested in Carlyle Secured Lending in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,266% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $510K

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1% more funds holding

Funds holding: 149151 (+2)

1.2% more ownership

Funds ownership: 35.11%36.31% (+1.2%)

3% more capital invested

Capital invested by funds: $321M → $331M (+$10.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
40
Reduced
47
Closed
27
Calls
$12.1M
Puts
$510K
Net Calls
+$11.6M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
26
Hager Investment Management Services
New Hampshire
$2.8M -$153K -12,254 -5%
C
27
Cliffwater
California
$2.59M
AAM
28
Advisors Asset Management
Colorado
$2.54M -$404K -32,442 -14%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$2.53M +$2.52M +202,640 New
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$2.2M +$113K +9,042 +5%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$1.9M +$1.89M +151,749 New
WWA
32
WCG Wealth Advisors
Nevada
$1.84M +$1.83M +147,141 New
EFG
33
Ethos Financial Group
Pennsylvania
$1.75M -$319K -25,598 -15%
Ameriprise
34
Ameriprise
Minnesota
$1.73M +$239K +19,186 +16%
Raymond James Financial
35
Raymond James Financial
Florida
$1.63M -$553K -44,388 -25%
DA
36
Doliver Advisors
Texas
$1.53M
JP Morgan Chase
37
JP Morgan Chase
New York
$1.52M +$1.25M +100,112 +466%
TI
38
TrueMark Investments
Illinois
$1.4M +$1.17M +93,731 +517%
BFWM
39
Bright Futures Wealth Management
New York
$1.39M +$187K +15,048 +16%
LPL Financial
40
LPL Financial
California
$1.37M +$65.7K +5,279 +5%
LF
41
Lansforsakringar Fondforvaltning
Sweden
$1.31M +$1.31M +105,100 New
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.25M
Comerica Bank
43
Comerica Bank
Texas
$1.24M +$3.19K +256 +0.3%
SIC
44
Samalin Investment Counsel
New York
$1.22M +$1.21M +97,454 New
XT
45
XTX Topco
Cayman Islands
$1.17M +$1.17M +93,764 New
Canada Life
46
Canada Life
Manitoba, Canada
$1.15M +$40.1K +3,224 +4%
BHCM
47
Brevan Howard Capital Management
Jersey
$1.07M -$285K -22,865 -21%
Lido Advisors
48
Lido Advisors
California
$1.02M -$76.9K -6,179 -7%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$994K +$23.9K +1,924 +2%
GRP
50
Global Retirement Partners
California
$993K -$118K -9,441 -11%