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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 %
AWA
76
Arkadios Wealth Advisors
Georgia
$443K 32,410
SPIA
77
Steward Partners Investment Advisory
New York
$441K 32,249 +13,498 +72%
GIM
78
Glenmede Investment Management
Pennsylvania
$440K 32,175 +32,175 New
KWM
79
Keebeck Wealth Management
Illinois
$436K 31,000
Stifel Financial
80
Stifel Financial
Missouri
$422K 30,820 -14,748 -32%
CAU
81
Caxton Associates (UK)
$403K 29,445
UAG
82
United Advisor Group
Ohio
$357K 26,115 +2,196 +9%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$354K 25,898 +808 +3%
PAMG
84
Patton Albertson Miller Group
Tennessee
$344K 25,114 +25,114 New
TCA
85
Transcend Capital Advisors
New Jersey
$342K 25,015 +25,015 New
Goldman Sachs
86
Goldman Sachs
New York
$308K 22,529 +22,529 New
Fisher Asset Management
87
Fisher Asset Management
Washington
$307K 22,461 +199 +0.9%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$304K 22,216 -10,310 -32%
SCA
89
SMH Capital Advisors
Texas
$300K 21,925 +21,925 New
CG
90
Clarus Group
Texas
$291K 21,291
MCM
91
MAI Capital Management
Ohio
$285K 20,797 +20,797 New
Northern Trust
92
Northern Trust
Illinois
$265K 19,401 +19,401 New
CCG
93
Catalina Capital Group
California
$263K 19,239 +19,239 New
SC
94
Savant Capital
Illinois
$258K 18,874 +576 +3%
IAIM
95
International Assets Investment Management
Florida
$248K 18,125
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$245K 17,890 +17,890 New
FA
97
Financial Alternatives
California
$241K 17,591
AWM
98
Arista Wealth Management
Nevada
$240K 17,573 +17,573 New
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$214K 15,341 +15,341 New
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$211K 15,391 +42 +0.3%