CGBD icon

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 %
VIA
51
Virtus Investment Advisers
Connecticut
$865K +$154K +11,227 +22%
Lido Advisors
52
Lido Advisors
California
$735K +$735K +52,234 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$689K +$689K +50,389 New
US Bancorp
54
US Bancorp
Minnesota
$684K
TCM
55
Triumph Capital Management
Colorado
$682K +$112K +8,214 +20%
GA
56
GFS Advisors
Texas
$680K +$680K +49,700 New
RRA
57
Round Rock Advisors
Connecticut
$637K +$10.4K +762 +2%
Canada Life
58
Canada Life
Manitoba, Canada
$629K +$27.9K +2,040 +5%
IC
59
IEQ Capital
California
$626K +$131K +9,594 +27%
CFP
60
Cascade Financial Partners
California
$600K +$600K +43,840 New
1WM
61
1858 Wealth Management
Ohio
$566K +$566K +41,343 New
Citadel Advisors
62
Citadel Advisors
Florida
$561K -$1.84M -134,553 -77%
VCA
63
Verdence Capital Advisors
Maryland
$553K -$7.55K -552 -1%
FNBT
64
FineMark National Bank & Trust
Florida
$552K -$17K -1,243 -3%
MM
65
MQS Management
New York
$532K +$532K +38,917 New
OAM
66
Oxford Asset Management
United Kingdom
$509K +$509K +37,198 New
DTL
67
Dynamic Technology Lab
Singapore
$507K +$507K +37,061 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$490K -$3.85K -281 -0.8%
WA
69
Whipplewood Advisors
Colorado
$476K +$476K +34,802 New
MF
70
Magnetar Financial
Illinois
$475K +$475K +34,727 New
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$472K +$472K +34,483 New
ACM
72
Aquatic Capital Management
Illinois
$471K +$119K +8,699 +34%
Wells Fargo
73
Wells Fargo
California
$466K -$3.23K -236 -0.7%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$465K +$39.6K +2,896 +9%
VF
75
Virtu Financial
New York
$452K +$192K +14,056 +74%