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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 %
Creative Planning
1
Creative Planning
Kansas
$67.3M +$603K +44,062 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$31.4M -$735K -53,725 -2%
PCIA
3
Prime Capital Investment Advisors
Kansas
$30.2M +$30.2M +2,204,508 New
VanEck Associates
4
VanEck Associates
New York
$24.4M +$7.96M +582,133 +48%
CL
5
Choreo LLC
Illinois
$20.5M +$20.5M +1,458,028 New
LSV Asset Management
6
LSV Asset Management
Illinois
$11.8M -$5.41M -395,526 -31%
Bank of America
7
Bank of America
North Carolina
$10.9M -$3.64M -266,257 -25%
Invesco
8
Invesco
Georgia
$10.7M +$1.66M +121,686 +18%
UBS Group
9
UBS Group
Switzerland
$7.76M +$2.13M +155,961 +38%
C
10
Cliffwater
California
$7.51M +$7.51M +548,617 New
Mariner
11
Mariner
Kansas
$7.43M +$7.43M +543,376 New
Legal & General Group
12
Legal & General Group
United Kingdom
$6.29M +$1.75M +127,681 +38%
RCM
13
Rivernorth Capital Management
Florida
$4.88M +$4.88M +357,013 New
MC
14
Muzinich & Co
New York
$4.82M +$2.16M +157,900 +81%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.58M -$2.49M -182,100 -35%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.64M -$129K -9,399 -3%
BlackRock
17
BlackRock
New York
$3.61M +$915K +66,860 +34%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$3.61M +$1.1M +80,737 +44%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.32M -$1.41M -102,816 -30%
HIMS
20
Hager Investment Management Services
New Hampshire
$3.23M +$138K +10,097 +4%
AAM
21
Advisors Asset Management
Colorado
$3.06M -$335K -24,491 -10%
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$3M +$2.97M +216,837 +9,271%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$3M +$2.37M +173,116 +376%
GF
24
Gries Financial
Ohio
$2.7M
NCM
25
Novare Capital Management
North Carolina
$2.66M +$256K +18,725 +11%