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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 %
VIA
51
Virtus Investment Advisers
Connecticut
$865K 63,217 +11,227 +22%
Lido Advisors
52
Lido Advisors
California
$735K 52,234 +52,234 New
US Bancorp
53
US Bancorp
Minnesota
$684K 50,000
TCM
54
Triumph Capital Management
Colorado
$682K 49,845 +8,214 +20%
GA
55
GFS Advisors
Texas
$680K 49,700 +49,700 New
RRA
56
Round Rock Advisors
Connecticut
$637K 46,562 +762 +2%
Canada Life
57
Canada Life
Manitoba, Canada
$629K 45,932 +2,040 +5%
IC
58
IEQ Capital
California
$626K 45,745 +9,594 +27%
CFP
59
Cascade Financial Partners
California
$600K 43,840 +43,840 New
1WM
60
1858 Wealth Management
Ohio
$566K 41,343 +41,343 New
Citadel Advisors
61
Citadel Advisors
Florida
$561K 41,015 -134,553 -77%
VCA
62
Verdence Capital Advisors
Maryland
$553K 40,413 -552 -1%
FNBT
63
FineMark National Bank & Trust
Florida
$552K 40,381 -1,243 -3%
MM
64
MQS Management
New York
$532K 38,917 +38,917 New
OAM
65
Oxford Asset Management
United Kingdom
$509K 37,198 +37,198 New
DTL
66
Dynamic Technology Lab
Singapore
$507K 37,061 +37,061 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$490K 35,804 -281 -0.8%
WA
68
Whipplewood Advisors
Colorado
$476K 34,802 +34,802 New
MF
69
Magnetar Financial
Illinois
$475K 34,727 +34,727 New
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$472K 34,483 +34,483 New
ACM
71
Aquatic Capital Management
Illinois
$471K 34,407 +8,699 +34%
Wells Fargo
72
Wells Fargo
California
$466K 34,053 -236 -0.7%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$465K 34,003 +2,896 +9%
VF
74
Virtu Financial
New York
$452K 33,023 +14,056 +74%
AWM
75
Apollon Wealth Management
South Carolina
$446K 32,590 +8,707 +36%