We are live on ! Find out more
KG

Kestrel Group

45 hedge funds and large institutions have $12.9M invested in Kestrel Group in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

13% more funds holding

Funds holding: 4045 (+5)

5% more capital invested

Capital invested by funds: $12.3M → $12.9M (+$663K)

0.01% less ownership

Funds ownership: 15.5%15.48% (-0.01%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.04M +$9.41K +825 +0.3%
VCM
2
Vanguard Capital Management
Pennsylvania
$2.83M +$2.99M +261,803 New
WCM
3
Whitefort Capital Management
New York
$1.74M
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.27M +$55.8K +4,888 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$872K -$67.7K -5,933 -7%
State Street
6
State Street
Massachusetts
$710K +$14K +1,230 +2%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$686K +$691K +60,504 +2,032%
VFT
8
Vanguard Fiduciary Trust
Pennsylvania
$444K +$469K +41,088 New
Northern Trust
9
Northern Trust
Illinois
$300K +$17.6K +1,540 +6%
SFS
10
Sowell Financial Services
Arkansas
$223K -$11 -1 -0%
Morgan Stanley
11
Morgan Stanley
New York
$195K -$104K -9,131 -34%
VPM
12
Vanguard Portfolio Management
Pennsylvania
$175K +$185K +16,216 New
Creative Planning
13
Creative Planning
Kansas
$113K +$120K +10,497 New
UBS Group
14
UBS Group
Switzerland
$98.3K -$43K -3,766 -29%
ASN
15
Advisory Services Network
Georgia
$66.2K -$510K -44,661 -88%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$27.2K +$18.4K +1,609 +176%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$25K +$628 +55 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$19.5K +$7.29K +639 +56%
Deutsche Bank
19
Deutsche Bank
Germany
$17.1K +$18.1K +1,585 New
TRCT
20
Tower Research Capital (TRC)
New York
$15.2K +$4.37K +383 +37%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$14.4K +$388 +34 +3%
VGA
22
Vanguard Global Advisers
Pennsylvania
$13.8K +$14.6K +1,279 New
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$12.7K
Wells Fargo
24
Wells Fargo
California
$10.7K -$22.6K -1,979 -67%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K +$4.51K +395 +104%