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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
NW
51
Naviter Wealth
Arkansas
$986K -$174K -13,966 -15%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$953K -$44.6K -3,580 -4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$948K -$59.4K -4,769 -6%
DA
54
Denali Advisors
California
$939K -$449K -36,065 -32%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$913K -$105K -8,399 -10%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$896K +$893K +71,754 New
HighTower Advisors
57
HighTower Advisors
Illinois
$876K -$17.5K -1,404 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$874K +$871K +69,959 New
SPIA
59
Steward Partners Investment Advisory
New York
$826K +$572K +45,983 +229%
Truist Financial
60
Truist Financial
North Carolina
$811K
VIA
61
Virtus Investment Advisers
Connecticut
$795K -$66.8K -5,367 -8%
CAU
62
Caxton Associates (UK)
$795K +$195K +15,629 +33%
Osaic Holdings
63
Osaic Holdings
Arizona
$713K -$24K -1,925 -3%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$628K -$631K -50,673 -50%
US Bancorp
65
US Bancorp
Minnesota
$625K
GA
66
GFS Advisors
Texas
$621K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$614K -$1.47M -118,244 -71%
VCA
68
Verdence Capital Advisors
Maryland
$571K +$18.7K +1,500 +3%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$560K +$558K +44,811 New
AC
70
Almitas Capital
California
$536K +$534K +42,885 New
AQR Capital Management
71
AQR Capital Management
Connecticut
$518K +$516K +41,471 New
FNBT
72
FineMark National Bank & Trust
Florida
$504K
IC
73
IEQ Capital
California
$503K -$57.9K -4,650 -10%
QT
74
Quantbot Technologies
New York
$479K +$445K +35,781 +1,390%
Millennium Management
75
Millennium Management
New York
$450K -$687K -55,185 -60%