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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 %
FNBT
51
FineMark National Bank & Trust
Florida
$673K 41,624 – –
VCA
52
Verdence Capital Advisors
Maryland
$663K 40,965 +8,663 +27%
IC
53
IEQ Capital
California
$585K 36,151 +36,151 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$584K 36,085 -6,405 -15%
Wells Fargo
55
Wells Fargo
California
$555K 34,289 +2,511 +8%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$526K 32,526 +2,897 +10%
AWA
57
Arkadios Wealth Advisors
Georgia
$524K 32,410 – –
GT
58
Glenmede Trust
Pennsylvania
$521K 32,175 -2,654 -8%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$519K 32,049 +13,162 +70%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$503K 31,107 +2,495 +9%
KWM
61
Keebeck Wealth Management
Illinois
$502K 31,000 – –
CAU
62
Caxton Associates (UK)
$476K 29,445 +29,445 New
AF
63
Advisornet Financial
Minnesota
$422K 26,062 +26,030 +81,344%
ACM
64
Aquatic Capital Management
Illinois
$416K 25,708 +23,141 +901%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$406K 25,090 +25,090 New
UAG
66
United Advisor Group
Ohio
$387K 23,919 – –
TI
67
Trexquant Investment
Connecticut
$387K 23,909 -45,941 -66%
AWM
68
Apollon Wealth Management
South Carolina
$386K 23,883 -6,503 -21%
Fisher Asset Management
69
Fisher Asset Management
Washington
$360K 22,262 +1 +0%
CG
70
Clarus Group
Texas
$344K 21,291 – –
XT
71
XTX Topco
Cayman Islands
$340K 21,019 +2,478 +13%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$330K 20,413 -19,563 -49%
VF
73
Virtu Financial
New York
$307K 18,967 +18,967 New
SPIA
74
Steward Partners Investment Advisory
New York
$303K 18,751 +687 +4%
SC
75
Savant Capital
Illinois
$296K 18,298 +438 +2%
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