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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 %
IAIM
76
International Assets Investment Management
Florida
$293K 18,125 – –
MWM
77
MGB Wealth Management
Texas
$291K 17,199 +17,199 New
FA
78
Financial Alternatives
California
$285K 17,591 -2,400 -12%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$248K 15,349 -104 -0.7%
AWM
80
Activest Wealth Management
Florida
$222K 13,725 – –
ECM
81
EMC Capital Management
Texas
$211K 13,021 – –
QC
82
Quadrature Capital
United Kingdom
$207K 12,777 +12,777 New
HWM
83
HB Wealth Management
Georgia
$191K 11,790 – –
GVAG
84
Great Valley Advisor Group
Delaware
$189K 11,665 – –
SCM
85
SCS Capital Management
Massachusetts
$188K 11,314 +11,314 New
MW
86
Marcum Wealth
Ohio
$183K 11,314 – –
Cerity Partners
87
Cerity Partners
New York
$170K 10,505 +10,505 New
USCWA
88
U.S. Capital Wealth Advisors
Texas
$167K 10,310 -25,890 -72%
SS
89
Sunbelt Securities
Texas
$167K 10,297 +1,500 +17%
CH
90
Canton Hathaway
Rhode Island
$158K 9,795 +7,155 +271%
Citigroup
91
Citigroup
New York
$118K 7,307 +4,456 +156%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$110K 6,802 +302 +5%
HIA
93
Harbor Investment Advisory
Maryland
$68.1K 4,210 – –
BAMF
94
BI Asset Management Fondsmaeglerselskab
Denmark
$38K 2,339 – –
AF
95
Allworth Financial
California
$36.9K 2,528 – –
HWA
96
Heritage Wealth Advisors
Virginia
$34K 2,100 – –
QL
97
Quarry LP
New York
$32.5K 2,007 +2,007 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$24.8K 1,530 – –
AWM
99
AllSquare Wealth Management
New York
$22.7K 1,400 -300 -18%
DWM
100
Darwin Wealth Management
Florida
$21.5K 1,200 – –
2 3
4
5 6