Who Owns Carlyle Credit Income Fund Shares of Beneficial Interest (CCIF)?Hedge Fund & Institutional Holders

$3.28-0.01 (-0.30%)Financial ServicesNYSE

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$2.000158114321e+63T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$3.23$4.59$5.96$7.32$8.69Aug 24Jun 25Mar 26

CCIF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+305K+$1.4M
Almitas Capital LLCNew Position+157K+$737K
Eagle Point Credit Management LLCNew Position+155K+$728K
GatePass Capital, LLCNew Position+69K+$321K
MELFA WEALTH MANAGEMENT, INC.New Position+53K+$248K
Pasadena Private Wealth, LLCNew Position+19K+$89K
Belpointe Asset Management LLCNew Position+16K+$74K
Virtu Financial LLCNew Position+16K+$74K
DV EQUITIES, LLCNew Position+2K+$9K
CWM, LLCNew Position+182+$1K
Pinnacle Wealth Planning Services, Inc.New Position+142+$0
Kovack Advisors, Inc.New Position+27K+$0
Rockefeller Capital Management L.P.New Position+0+$0
Global Retirement Partners, LLCNew Position+430+$0
XTX Topco LtdNew Position+18K+$0

CCIF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-63K-$610.0M
Cetera Investment AdvisersDecreased-16K-$494.5M
Arlington Capital Management, Inc.Closed Position-48K-$277.8M
OSAIC HOLDINGS, INC.Decreased-568-$79.6M
LPL Financial LLCDecreased-72-$60.8M
BNP PARIBAS FINANCIAL MARKETSDecreased-1K-$12.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-798-$5.0M
Cambridge Investment Research Advisors, Inc.Decreased-14K-$1.5M
HRT FINANCIAL LPClosed Position-10K-$60K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY563,241$2.0M0.00%Share
2Bulldog Investors, LLP337,241$1.6M0.35%Share
3J.W. COLE ADVISORS, INC.305,394$1.4M0.03%Share
4HANCOCK WHITNEY CORP217,347$1.0M0.02%Share
5Cambridge Investment Research Advisors, Inc.407,234$1.0M0.00%Share
6Thomas J. Herzfeld Advisors, Inc.201,113$943K0.32%Share
7Almitas Capital LLC157,285$737K0.16%Share
8Eagle Point Credit Management LLC155,393$728K0.69%Share
9GatePass Capital, LLC68,500$321K0.17%Share
10MELFA WEALTH MANAGEMENT, INC.52,974$248K0.14%Share
11CURA WEALTH ADVISORS, LLC35,721$167K0.06%Share
12Pasadena Private Wealth, LLC19,000$89K0.01%Share
13Virtu Financial LLC15,834$74K0.00%Share
14Belpointe Asset Management LLC15,900$74K0.00%Share
15Freestate Advisors LLC12,236$57K0.05%Share
16DV EQUITIES, LLC2,106$9K0.00%Share
17UBS Group AG1,245$5K0.00%Share
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO62$3K0.00%Share
19CWM, LLC182$1K0.00%Share
20JANE STREET GROUP, LLC38,954$00.00%Share
21CIBC Private Wealth Group LLC3,000$00.00%Share
22Pinnacle Wealth Planning Services, Inc.142$00.00%Share
23LPL Financial LLC10,378$00.00%Share
24BNP PARIBAS FINANCIAL MARKETS874$00.00%Share
25Global Retirement Partners, LLC430$00.00%Share
26Marex Group plc50,864$00.00%Share
27MORGAN STANLEY6,334$00.00%Share
28MORGAN STANLEY5$00.00%Share
29JANE STREET GROUP, LLC3,033$00.00%Share
30MORGAN STANLEY57,751$00.00%Share
31BlackRock, Inc.26,205$00.00%Share
32Rockefeller Capital Management L.P.0$00.00%Share
33OSAIC HOLDINGS, INC.13,330$00.00%Share
34Cetera Investment Advisers68,752$00.00%Share
35WEDBUSH SECURITIES INC15,918$00.00%Share
36WELLS FARGO & COMPANY/MN2$00.00%Share
37Kovack Advisors, Inc.26,902$00.00%Share
38CoreCap Advisors, LLC128$00.00%Share
39WPG Advisers, LLC81$00.00%Share
40COMERICA BANK16$00.00%Share
41XTX Topco Ltd17,633$00.00%Share
42CITADEL ADVISORS LLC34,300$00.00%Share

CCIF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$10.5M+18
Q3 202520$8.9B-2
Q2 202522$4.6B-3
Q1 202525$8.8B+4
Q4 202421$215.8B+9
Q3 202412$2.6T-4
Q2 202416$1.5T+3
Q1 202413$1.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 42 institutional investors hold CCIF (Carlyle Credit Income Fund Shares of Beneficial Interest). The largest holder is MORGAN STANLEY with $2.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CCIF?

As of Q4 2025, 42 institutional investors report holding CCIF (Carlyle Credit Income Fund Shares of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of CCIF?

The largest institutional holder of CCIF is MORGAN STANLEY with $2.0M in shares.

Is institutional ownership of CCIF increasing or decreasing?

This quarter, 15 institutions opened new positions in CCIF and 2 closed their positions.