Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARLYLE GROUP INC (CG)

610 + Investors. Track Smart Money conviction in CG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — CG

Based on 589 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
589 hedge funds hold CG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

278 buying302 selling
Last quarter: 302 funds reduced or exited vs 278 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 91 → 111 → 80. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
347 out of 589 hedge funds have held CG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

92 → 53 → 91 → 111 → 80 new funds/Q
New funds entering each quarter: 53 → 91 → 111 → 80. A growing number of institutions are discovering CG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Of 610 current holders: 372 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
44 of 589 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CG

In 2025 Q4, 278 hedge funds were net buyers of CG (80 opened a new position, 198 added to an existing one), while 302 reduced or exited (218 trimmed, 84 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in CG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 589.

Hedge Fund Ownership: CG

How many hedge funds hold CG — quarterly history vs. share price
Quarterly hedge fund ownership of CG vs. share price

Market Analysis: CG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CG

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

84 top-rated funds 7 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: CG
2026 Q1 Stats Unlock in 6 days 610 + Investors

Track Smart Money conviction in CG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 610 614 -0.65%
13F Shares 231M 230M 0.34%
Total Value $13.65B $14.42B -5.35%
New Positions 81 111 -30
Increased Positions 221 232 -11
Closed Positions 86 56 +30
Reduced Positions 252 216 +36
Total Calls 14 15 -6.67%
Total Puts 11 11 -
PUT/CALL Ratio 0.79 0.73 Neutral

Statistics: CG

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Financial Highlights

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Institutional Holders (2026 Q1)

610 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CG. Verified SEC 13F-HR filings.

Top 25 institutional holders of CG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALGEBRIS (UK) LTD 4.53% 1,295,034 $62.6M
2 SMH CAPITAL ADVISORS INC 2.77% 911 $911K
3 REGENTS OF THE UNIVERSITY OF CALIFORNIA 2.59% 1,516,016 $73.4M
4 ARIEL INVESTMENTS, LLC 2.16% 3,981,757 $192.7M
5 FRANKLIN STREET ADVISORS INC /NC 1.97% 663,226 $32.1M
6 Kerusso Capital Management LLC 1.96% 80,756 $3.9M
7 Sargent Investment Group, LLC 1.94% 303,683 $14.7M
8 Gator Capital Management, LLC 1.89% 191,195 $9.3M
9 Allen Mooney & Barnes Investment Advisors LLC 1.80% 258,736 $12.5M
10 WINSLOW ASSET MANAGEMENT INC 1.36% 145,118 $7K
11 Lalia Capital, LLC 1.28% 42,000 $2.0M
12 GARRISON BRADFORD & ASSOCIATES INC 1.24% 22,643 $1.1M
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.01% 6,301,109 $304.9M
14 PRIVATE MANAGEMENT GROUP INC 0.96% 691,425 $33.5M
15 Galvin, Gaustad & Stein, LLC 0.87% 223,719 $10.8M
16 one8zero8, LLC 0.80% 74,130 $3.6M
17 GFG Capital, LLC 0.77% 49,811 $2.4M
18 AUGUSTINE ASSET MANAGEMENT INC 0.68% 62,399 $3.0M
19 Stonegate Management LLC 0.66% 16,000 $1.0M
20 Wellington Shields Capital Management, LLC 0.56% 77,544 $3.8M
21 MARKEL GROUP INC. 0.54% 1,327,000 $64.2M
22 Carson Advisory Inc. 0.48% 19,226 $930K
23 DEPRINCE RACE & ZOLLO INC 0.48% 527,290 $25.5M
24 Winthrop Partners - WNY, LLC 0.42% 16,369 $792K
25 JEPPSON WEALTH MANAGEMENT, LLC 0.41% 27,020 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CARLYLE GROUP INC (CG)

What does the Smart Money Trend signal show for CG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CG?

More sellers than buyers — 48% buying: Last quarter: 302 funds reduced or exited vs 278 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CG holders?

Elite ownership — 51% AUM from top-100 funds: 44 of 589 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CG?

59% of holders stayed for 2+ years: 347 out of 589 hedge funds have held CG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.