We are live on ! Find out more
CGBD icon

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
AAP
76
Arax Advisory Partners
Colorado
$436K +$426K +34,220 +4,779%
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$431K
SS
78
Sunbelt Securities
Texas
$427K +$13.7K +1,100 +3%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$426K -$22.9K -1,843 -5%
UAG
80
United Advisor Group
Ohio
$402K -$27.3K -2,196 -6%
TCA
81
Transcend Capital Advisors
New Jersey
$368K +$10K +805 +3%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$364K +$207K +16,644 +137%
TCBWMS
83
Texas Capital Bank Wealth Management Services
Texas
$351K +$350K +28,125 New
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$348K +$10.7K +857 +3%
GT
85
Glenmede Trust
Pennsylvania
$314K +$313K +25,175 New
NW
86
NewEdge Wealth
Pennsylvania
$309K +$308K +24,760 New
IFG
87
Independent Financial Group
California
$307K
VF
88
Virtu Financial
New York
$285K +$284K +22,791 New
Fisher Asset Management
89
Fisher Asset Management
Washington
$281K
SCA
90
SMH Capital Advisors
Texas
$277K +$2.65K +213 +1%
Northern Trust
91
Northern Trust
Illinois
$271K -$32.1K -2,581 -11%
Squarepoint
92
Squarepoint
New York
$268K +$267K +21,470 New
CG
93
Clarus Group
Texas
$266K
ACA
94
Aptus Capital Advisors
Alabama
$266K +$265K +21,291 New
FFA
95
Farther Finance Advisors
California
$265K +$26.1K +2,100 +11%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$262K -$186K -14,975 -42%
MCM
97
MAI Capital Management
Ohio
$260K
SC
98
Savant Capital
Illinois
$250K +$7.8K +627 +3%
CIA
99
Concurrent Investment Advisors
Florida
$250K +$249K +20,000 New
Verition Fund Management
100
Verition Fund Management
Connecticut
$244K -$727K -58,414 -75%