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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 %
SIS
101
Sound Income Strategies
Florida
$19.3K 1,191 – –
TCOV
102
Trust Company of Vermont
Vermont
$17.5K 1,080 – –
AAP
103
Arax Advisory Partners
Colorado
$11.6K 716 +716 New
AssetMark Inc
104
AssetMark Inc
California
$8.12K 502 +502 New
DF
105
Dunhill Financial
United Kingdom
$8.06K 498 +498 New
AW
106
Avion Wealth
Texas
$8K 500 – –
TC
107
Truvestments Capital
Florida
$7.88K 487 -804 -62%
W
108
WealthCollab
Washington
$7.8K 482 – –
TRCT
109
Tower Research Capital (TRC)
New York
$6.28K 388 -3,944 -91%
NS
110
NBC Securities
Alabama
$6K 400 +400 New
Simplex Trading
111
Simplex Trading
Illinois
$6K 421 +421 New
CCC
112
Chelsea Counsel Company
California
$5.66K 340 – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$5.41K 335 -698 -68%
NA
114
NewEdge Advisors
Louisiana
$2.61K 161 -925 -85%
TFA
115
Toth Financial Advisory
Virginia
$1.46K 90 – –
YP
116
YANKCOM Partnership
South Dakota
$1.04K 64 – –
CIAM
117
Caitong International Asset Management
Hong Kong
$680 42 +42 New
HG
118
Herbst Group
Connecticut
– – -127,180 Closed
GA
119
GFS Advisors
Texas
– – -49,700 Closed
VEA
120
Virtus ETF Advisers
New York
– – -47,761 Closed
GC
121
Grimes & Company
Massachusetts
– – -30,104 Closed
KA
122
Kovack Advisors
Florida
– – -24,875 Closed
ACA
123
Aptus Capital Advisors
Alabama
– – -21,291 Closed
Northern Trust
124
Northern Trust
Illinois
– – -19,718 Closed
EGA
125
Eagle Global Advisors
Texas
– – -17,065 Closed
2 3 4
5
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