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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
-$2.59M -206,966 Closed
CCM
152
Condor Capital Management
New Jersey
-$2.29M -182,951 Closed
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
-$1.9M -151,749 Closed
STA
154
Summit Trail Advisors
New York
-$1.88M -146,027 Closed
Marshall Wace
155
Marshall Wace
United Kingdom
-$1.76M -140,736 Closed
YIH
156
Y-Intercept (HK)
Hong Kong
-$1.59M -127,321 Closed
QC
157
Quadrature Capital
United Kingdom
-$645K -51,610 Closed
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
-$600K -47,963 Closed
MM
159
MQS Management
New York
-$378K -30,243 Closed
PAMG
160
Patton Albertson Miller Group
Tennessee
-$314K -25,114 Closed
AIM
161
Aigen Investment Management
New York
-$239K -19,117 Closed
AWM
162
Arista Wealth Management
Nevada
-$220K -17,573 Closed
Goldman Sachs
163
Goldman Sachs
New York
-$216K -17,289 Closed
HWM
164
HB Wealth Management
Georgia
-$174K -13,940 Closed
CCG
165
Catalina Capital Group
California
-$159K -12,698 Closed
AR
166
Advisory Research
Illinois
-$142K -11,340 Closed
Cerity Partners
167
Cerity Partners
New York
-$139K -11,146 Closed
EH
168
Equitable Holdings
New York
-$134K -10,713 Closed
PWMG
169
Private Wealth Management Group
New Jersey
-$23.8K -1,904 Closed
TCOV
170
Trust Company of Vermont
Vermont
-$13.5K -1,080 Closed
AAS
171
Ameritas Advisory Services
Nebraska
-$9.38K -750 Closed
CI
172
CX Institutional
Indiana
-$8K -601 Closed
ASN
173
Advisory Services Network
Georgia
-$4.83K -386 Closed
Barclays
174
Barclays
United Kingdom
-$3.76K -301 Closed
WANY
175
Wealthspire Advisors (New York)
New York
-$2.74K -219 Closed