CGBD icon

Carlyle Secured Lending

147 hedge funds and large institutions have $320M invested in Carlyle Secured Lending in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$795K
Puts
$378K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AllSquare Wealth Management
New York
$17.5K
SIS
127
Sound Income Strategies
Florida
$17.1K
TCOV
128
Trust Company of Vermont
Vermont
$13.5K
AAS
129
Ameritas Advisory Services
Nebraska
$9.38K
AAP
130
Arax Advisory Partners
Colorado
$8.95K
CI
131
CX Institutional
Indiana
$8K
Citigroup
132
Citigroup
New York
$7.21K
DF
133
Dunhill Financial
United Kingdom
$6.22K
AW
134
Avion Wealth
Texas
$6K
HIA
135
Harbor Investment Advisory
Maryland
$5.63K
TRCT
136
Tower Research Capital (TRC)
New York
$5.04K
NS
137
NBC Securities
Alabama
$5K
ASN
138
Advisory Services Network
Georgia
$4.83K
CCC
139
Chelsea Counsel Company
California
$4.39K
Barclays
140
Barclays
United Kingdom
$3.76K
TC
141
Truvestments Capital
Florida
$3.61K
WANY
142
Wealthspire Advisors (New York)
New York
$2.74K
Jones Financial Companies
143
Jones Financial Companies
Missouri
$2.35K
NA
144
NewEdge Advisors
Louisiana
$2.01K
Simplex Trading
145
Simplex Trading
Illinois
$2K
CIAM
146
Caitong International Asset Management
Hong Kong
$125
PCIA
147
Prime Capital Investment Advisors
Kansas
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
PCC
149
Park Circle Company
Maryland
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania