Carlyle Credit Income FundCCIF

13F holders, Q4 2025 (December 31)
37holders +10
12new positions
3sold out
1famous investor
$4.69avg. 13F price*

At the end of Q4 2025, 37 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, up 10 from Q3 2025. 12 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($2.9M), Cambridge Investment Research Advisors, Inc. ($1.9M) and Bulldog Investors, LLP ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Carlyle Credit Income Fund
CUSIP
92535C104
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 21Q1 2024Q2 2024: 22Q2 2024Q3 2024: 19Q3 2024Q4 2024: 24Q4 2024Q1 2025: 26Q1 2025Q2 2025: 27Q2 2025Q3 2025: 27Q3 2025Q4 2025: 37Q4 2025Q1 2026: 32Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$1.8M
Exits3$405K

All 13F filers, Q3 2025 → Q4 2025: 659,139 shares bought and 164,860 shares sold, net +494,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Morgan Stanley 0.00% Add +0.9% 627,331 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.3% 407,234 $1.9M
Bulldog Investors, LLP 0.35% Add +2.7% 337,241 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +18.0% 305,394 $1.4M
Hancock Whitney Corp. 0.02% No change 217,347 $1.0M
Thomas J. Herzfeld Advisors, Inc. 0.32% Add +497.1% 201,113 $943K
Almitas Capital LLC 0.16% New 157,285 $738K
Eagle Point Credit Management LLC 1.12% — 155,393 $729K
Cetera Investment Advisers 0.00% Reduce -19.1% 68,752 $322K
GatePass Capital, LLC 0.17% New 68,500 $321K
Melfa Wealth Management, Inc. 0.14% Add +133.1% 52,974 $248K
Marex Group Ltd 0.00% New 50,864 $239K
Jane Street Group, LLC 0.00% Reduce -59.9% 41,987 $197K
Cura Wealth Advisors, LLC 0.06% No change 35,721 $168K
Citadel Advisors 0.00% Add +125.5% 34,300 $161K
Kovack Advisors, Inc. 0.01% New 26,902 $126K
BlackRock, Inc. 0.00% New 26,205 $123K
Pasadena Private Wealth, LLC 0.01% No change 19,000 $89K
XTX Topco Ltd 0.00% New 17,633 $83K
Wedbush Securities Inc. 0.00% Add +7.1% 15,918 $75K
Belpointe Asset Management LLC 0.00% New 15,900 $75K
Virtu Financial LLC 0.00% New 15,834 $74K
Osaic Holdings, Inc. 0.00% Reduce -4.1% 13,330 $63K
Freestate Advisors LLC 0.05% Add +6.4% 12,236 $57K
LPL Financial LLC 0.00% Reduce -0.7% 10,378 $49K
CIBC Private Wealth Group LLC 0.00% No change 3,000 $14K
DV Equities, LLC 0.00% — 2,106 $10K
UBS Group AG 0.00% Add +0.7% 1,245 $6K
BNP Paribas Financial Markets 0.00% Reduce -58.8% 874 $4K
Northwestern Mutual Wealth Management Co. 0.00% No change 860 $4K
Global Retirement Partners, LLC 0.00% New 430 $2K
Cwm, LLC 0.00% No change 182 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 142 $666
CoreCap Advisors, LLC 0.00% No change 128 $601
WPG Advisers, LLC 0.00% Reduce -52.4% 81 $380
Comerica Bank 0.00% New 16 $75
Wells Fargo & Company 0.00% No change 2 $11

"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.