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 %
AWM
76
Apollon Wealth Management
South Carolina
$446K +$119K +8,707 +36%
AWA
77
Arkadios Wealth Advisors
Georgia
$443K
SPIA
78
Steward Partners Investment Advisory
New York
$441K +$185K +13,498 +72%
GIM
79
Glenmede Investment Management
Pennsylvania
$440K +$440K +32,175 New
KWM
80
Keebeck Wealth Management
Illinois
$436K
Stifel Financial
81
Stifel Financial
Missouri
$422K -$202K -14,748 -32%
CAU
82
Caxton Associates (UK)
$403K
UAG
83
United Advisor Group
Ohio
$357K +$30K +2,196 +9%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$354K +$11.1K +808 +3%
PAMG
85
Patton Albertson Miller Group
Tennessee
$344K +$344K +25,114 New
TCA
86
Transcend Capital Advisors
New Jersey
$342K +$342K +25,015 New
Goldman Sachs
87
Goldman Sachs
New York
$308K +$308K +22,529 New
Fisher Asset Management
88
Fisher Asset Management
Washington
$307K +$2.72K +199 +0.9%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$304K -$141K -10,310 -32%
SCA
90
SMH Capital Advisors
Texas
$300K +$300K +21,925 New
CG
91
Clarus Group
Texas
$291K
MCM
92
MAI Capital Management
Ohio
$285K +$285K +20,797 New
Northern Trust
93
Northern Trust
Illinois
$265K +$265K +19,401 New
CCG
94
Catalina Capital Group
California
$263K +$263K +19,239 New
SC
95
Savant Capital
Illinois
$258K +$7.88K +576 +3%
IAIM
96
International Assets Investment Management
Florida
$248K
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$245K +$245K +17,890 New
FA
98
Financial Alternatives
California
$241K
AWM
99
Arista Wealth Management
Nevada
$240K +$240K +17,573 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$214K +$214K +15,341 New