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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 %
Creative Planning
1
Creative Planning
Kansas
$78.8M 4,872,273 +4,858,884 +36,290%
Morgan Stanley
2
Morgan Stanley
New York
$38M 2,349,247 +71,981 +3%
LSV Asset Management
3
LSV Asset Management
Illinois
$20.3M 1,256,089 -5,600 -0.4%
VanEck Associates
4
VanEck Associates
New York
$19.5M 1,203,863 -93,443 -7%
Bank of America
5
Bank of America
North Carolina
$17.2M 1,061,779 -130,827 -11%
Invesco
6
Invesco
Georgia
$10.6M 657,900 -1,664 -0.3%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$8.36M 516,800 +67,700 +15%
UBS Group
8
UBS Group
Switzerland
$6.66M 411,585 +28,251 +7%
Two Sigma Investments
9
Two Sigma Investments
New York
$5.6M 345,805 +57,739 +20%
Legal & General Group
10
Legal & General Group
United Kingdom
$5.37M 332,189 -4,427 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.46M 275,612 +5,054 +2%
CCM
12
Condor Capital Management
New Jersey
$4.46M 275,409 +8,573 +3%
AAM
13
Advisors Asset Management
Colorado
$4.02M 248,348 +8,378 +3%
HIMS
14
Hager Investment Management Services
New Hampshire
$3.66M 226,166 -2,101 -0.9%
BlackRock
15
BlackRock
New York
$3.19M 197,325 -5,875 -3%
GF
16
Gries Financial
Ohio
$3.19M 197,240 -750 -0.4%
MC
17
Muzinich & Co
New York
$3.15M 194,717 -7,755 -4%
Ameriprise
18
Ameriprise
Minnesota
$3.01M 186,304 +7,474 +4%
Raymond James Financial
19
Raymond James Financial
Florida
$2.98M 184,149 +4,385 +2%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$2.97M 183,401 -13,982 -7%
NCM
21
Novare Capital Management
North Carolina
$2.85M 175,955 -2,750 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$2.84M 175,568 +175,568 New
EFG
23
Ethos Financial Group
Pennsylvania
$2.78M 171,871 +171,871 New
DA
24
Denali Advisors
California
$2.2M 136,036 -4,411 -3%
Universal-Beteiligungs- und Servicegesellschaft
25
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.11M 130,500 – –
1
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