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KG

Kestrel Group
KG

40 hedge funds and large institutions have $12.3M invested in Kestrel Group in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1.08% more ownership

Funds ownership: 14.42% → 15.5% (+1.1%)

11% less funds holding

Funds holding: 45 → 40 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

60% less capital invested

Capital invested by funds: $30.5M → $12.3M (-$18.2M)

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$915K
2
BlackRock
BlackRock
New York
+$480K
3
Morgan Stanley
Morgan Stanley
New York
+$351K
4
UBS Group
UBS Group
Switzerland
+$206K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$135K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$293K
2
Citadel Advisors
Citadel Advisors
Florida
-$293K
3
Charles Schwab
Charles Schwab
California
-$280K
4
Northern Trust
Northern Trust
Illinois
-$61.5K
5
Renaissance Technologies
Renaissance Technologies
New York
-$55.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$3.83K – – –
Legal & General Group
27
Legal & General Group
United Kingdom
$3.48K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3K -$15.6K -868 -70%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$1.69K -$2.77K -154 -48%
GI
30
GAMMA Investing
California
$1.05K -$1.57K -87 -46%
AB
31
Amalgamated Bank
New York
$1K -$1.23K -68 -44%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$768 +$1.35K +75 New
Citigroup
33
Citigroup
New York
$625 -$5.17K -287 -82%
BSB
34
Bangor Savings Bank
Maine
$584 +$1.03K +57 New
SCM
35
Sterling Capital Management
North Carolina
$563 +$162 +9 +20%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$60 – – –
Group One Trading
37
Group One Trading
Illinois
$51 – – –
TWD
38
True Wealth Design
Ohio
$11 – – –
EP
39
Essential Partners
California
$10 – – –
Creative Planning
40
Creative Planning
Kansas
– -$293K -10,744 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$293K -10,720 Closed
Charles Schwab
42
Charles Schwab
California
– -$280K -10,256 Closed
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
– -$21.7K -1,205 -99%
FFO
44
Fortitude Family Office
Arizona
– -$983 -36 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
– -$792 -29 Closed
AAP
46
Arax Advisory Partners
Colorado
– -$710 -26 Closed
EWA
47
EverSource Wealth Advisors
Alabama
– -$218 -8 Closed
AF
48
Allworth Financial
California
– -$137 -5 Closed
TFA
49
Transamerica Financial Advisors
Florida
– -$137 -5 Closed
1
2

KG Hedge Fund Activity: Q4 2025 in Review

40 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2025, worth a combined $12.3M — down 60% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KG and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $915K. The largest seller was Creative Planning, exiting entirely with an estimated $293K sold.

  • 40 institutional investors held Kestrel Group (KG) as of Q4 2025, down from 45 in Q3 2025.
  • Funds reported $12.3M of Kestrel Group stock for Q4 2025, down 60% quarter-over-quarter.
  • 4 funds opened new Kestrel Group positions in Q4 2025 and 9 closed out, a net change of -5 holders.
  • The largest Kestrel Group buyer in Q4 2025 was Advisory Services Network, an estimated $915K added.
  • The largest Kestrel Group seller in Q4 2025 was Creative Planning, an estimated $293K sold.

Based on aggregated 13F filings for Q4 2025.