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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 %
AF
126
Allworth Financial
California
$34.6K
HWA
127
Heritage Wealth Advisors
Virginia
$28.7K
AWM
128
AllSquare Wealth Management
New York
$19.2K
SIS
129
Sound Income Strategies
Florida
$16.3K
Simplex Trading
130
Simplex Trading
Illinois
$16K +$10.4K +778 +185%
TCOV
131
Trust Company of Vermont
Vermont
$14.8K
FFA
132
Farther Finance Advisors
California
$14.4K +$14.4K +1,050 New
AAS
133
Ameritas Advisory Services
Nebraska
$10.3K +$10.3K +750 New
AAP
134
Arax Advisory Partners
Colorado
$9.8K
Citigroup
135
Citigroup
New York
$7.89K -$92.1K -6,730 -92%
DF
136
Dunhill Financial
United Kingdom
$6.81K
TC
137
Truvestments Capital
Florida
$6.66K
HIA
138
Harbor Investment Advisory
Maryland
$6.16K -$51.4K -3,760 -89%
AW
139
Avion Wealth
Texas
$6K
NS
140
NBC Securities
Alabama
$5K
CCC
141
Chelsea Counsel Company
California
$4.79K
CIAM
142
Caitong International Asset Management
Hong Kong
$3.11K +$2.53K +185 +440%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$2.51K +$2.51K +180 New
NA
144
NewEdge Advisors
Louisiana
$2.2K
YP
145
YANKCOM Partnership
South Dakota
$876
TIM
146
Total Investment Management
Arizona
$19 +$19 +1 New
GCM
147
Greenland Capital Management
New York
-$1.13M -70,000 Closed
ECM
148
ExodusPoint Capital Management
New York
-$924K -57,078 Closed
RWA
149
Redhawk Wealth Advisors
Minnesota
-$870K -53,784 Closed
TI
150
Trexquant Investment
Connecticut
-$387K -23,909 Closed