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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
Creative Planning
1
Creative Planning
Kansas
$43.3M -$14.5M -1,165,420 -25%
Morgan Stanley
2
Morgan Stanley
New York
$32.2M +$2.02M +161,973 +7%
RCM
3
Rivernorth Capital Management
Florida
$23.7M +$8.71M +699,586 +58%
VanEck Associates
4
VanEck Associates
New York
$21.1M -$1.71M -137,251 -8%
CL
5
Choreo LLC
Illinois
$17.6M -$916K -73,608 -5%
CC
6
CF Capital
Massachusetts
$11.4M +$5.43M +436,086 +92%
Invesco
7
Invesco
Georgia
$11.1M -$169K -13,581 -2%
UBS Group
8
UBS Group
Switzerland
$10.8M +$2.82M +226,776 +36%
Two Sigma Investments
9
Two Sigma Investments
New York
$9.21M +$122K +9,830 +1%
MC
10
Muzinich & Co
New York
$9.2M +$2.94M +236,524 +47%
Mariner
11
Mariner
Kansas
$6.84M +$10.9K +874 +0.2%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$6.49M +$1.26M +101,242 +24%
Legal & General Group
13
Legal & General Group
United Kingdom
$6.49M +$976K +78,404 +18%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$6.25M +$6.22M +500,000 New
BlackRock
15
BlackRock
New York
$6.17M +$12.5K +1,003 +0.2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$5.35M +$1.2M +96,245 +29%
LSV Asset Management
17
LSV Asset Management
Illinois
$4.58M -$332K -26,700 -7%
Corient Private Wealth
18
Corient Private Wealth
Florida
$4.36M +$703K +56,455 +19%
Bank of America
19
Bank of America
North Carolina
$4.3M -$4.09M -328,968 -49%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$3.75M -$2.29M -184,200 -38%
BAMF
21
BI Asset Management Fondsmaeglerselskab
Denmark
$3.67M +$323K +25,976 +10%
Wells Fargo
22
Wells Fargo
California
$3.37M -$19.7K -1,580 -0.6%
Jane Street
23
Jane Street
New York
$3.2M +$3.19M +256,473 New
CEFA
24
Closed-End Fund Advisors
Virginia
$3.19M +$3.18M +255,435 New
NCM
25
Novare Capital Management
North Carolina
$3.01M +$453K +36,400 +18%