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

$1.4320001000000942e+90T

% of Float Held

QoQ Change in Holders

+14 / -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+$1.4B
Thomas J. Herzfeld Advisors, Inc.Increased+167K+$747.0M
GatePass Capital, LLCNew Position+69K+$321.0M
MELFA WEALTH MANAGEMENT, INC.New Position+53K+$248.0M
Belpointe Asset Management LLCNew Position+16K+$74.0M
Almitas Capital LLCNew Position+157K+$737K
Eagle Point Credit Management LLCNew Position+155K+$728K
Pasadena Private Wealth, LLCNew Position+19K+$89K
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

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-798-$5.0M
Cambridge Investment Research Advisors, Inc.Decreased-14K-$1.5M
HRT FINANCIAL LPClosed Position-10K-$60K
BNP PARIBAS FINANCIAL MARKETSDecreased-1K-$12K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1J.W. COLE ADVISORS, INC.305,394$1.4B0.03%Share
2HANCOCK WHITNEY CORP217,347$1.0B0.02%Share
3Thomas J. Herzfeld Advisors, Inc.201,113$943.0M0.32%Share
4GatePass Capital, LLC68,500$321.0M0.17%Share
5MELFA WEALTH MANAGEMENT, INC.52,974$248.0M0.14%Share
6CURA WEALTH ADVISORS, LLC35,721$167.0M0.06%Share
7Belpointe Asset Management LLC15,900$74.0M0.00%Share
8Freestate Advisors LLC12,236$57.0M0.05%Share
9UBS Group AG1,245$5.0M0.00%Share
10MORGAN STANLEY563,241$2.0M0.00%Share
11Bulldog Investors, LLP337,241$1.6M0.35%Share
12Cambridge Investment Research Advisors, Inc.407,234$1.0M0.00%Share
13Almitas Capital LLC157,285$737K0.16%Share
14Eagle Point Credit Management LLC155,393$728K0.69%Share
15Pasadena Private Wealth, LLC19,000$89K0.01%Share
16Virtu Financial LLC15,834$74K0.00%Share
17DV EQUITIES, LLC2,106$9K0.00%Share
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO62$3K0.00%Share
19CWM, LLC182$1K0.00%Share
20WPG Advisers, LLC81$00.00%Share
21CoreCap Advisors, LLC128$00.00%Share
22Marex Group plc50,864$00.00%Share
23Kovack Advisors, Inc.26,902$00.00%Share
24CIBC Private Wealth Group LLC3,000$00.00%Share
25WEDBUSH SECURITIES INC15,918$00.00%Share
26Cetera Investment Advisers68,752$00.00%Share
27JANE STREET GROUP, LLC38,954$00.00%Share
28JANE STREET GROUP, LLC3,033$00.00%Share
29CITADEL ADVISORS LLC34,300$00.00%Share
30Rockefeller Capital Management L.P.0$00.00%Share
31Pinnacle Wealth Planning Services, Inc.142$00.00%Share
32LPL Financial LLC10,378$00.00%Share
33BNP PARIBAS FINANCIAL MARKETS874$00.00%Share
34Global Retirement Partners, LLC430$00.00%Share
35MORGAN STANLEY6,334$00.00%Share
36MORGAN STANLEY5$00.00%Share
37MORGAN STANLEY57,751$00.00%Share
38BlackRock, Inc.26,205$00.00%Share
39COMERICA BANK16$00.00%Share
40OSAIC HOLDINGS, INC.13,330$00.00%Share
41XTX Topco Ltd17,633$00.00%Share
42WELLS FARGO & COMPANY/MN2$00.00%Share

CCIF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$4.3B+18
Q3 202520$3.4B-2
Q2 202522$4.5B-3
Q1 202525$7.2B+4
Q4 202421$3.2B+9
Q3 202412$2.6B-4
Q2 202416$112.4B+3
Q1 202413$114.5B

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 J.W. COLE ADVISORS, INC. with $1.4B in shares. This quarter, 14 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 J.W. COLE ADVISORS, INC. with $1.4B in shares.

Is institutional ownership of CCIF increasing or decreasing?

This quarter, 14 institutions opened new positions in CCIF and 2 closed their positions.