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KG

Kestrel Group

71 hedge funds and large institutions have $11.6M invested in Kestrel Group in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more funds holding

Funds holding: 6771 (+4)

0.03% less ownership

Funds ownership: 1.05%1.02% (-0.03%)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

67% less capital invested

Capital invested by funds: $35M → $11.6M (-$23.4M)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
25
Closed
1
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.39M -$80.2K -4,255 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6M -$43.1K -2,285 -2%
WCM
3
Whitefort Capital Management
New York
$1.14M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.03M -$57.6K -3,054 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$932K +$26.2K +1,390 +2%
State Street
6
State Street
Massachusetts
$683K
Northern Trust
7
Northern Trust
Illinois
$344K -$29.9K -1,585 -5%
SFS
8
Sowell Financial Services
Arkansas
$267K +$2.55K +135 +0.6%
Renaissance Technologies
9
Renaissance Technologies
New York
$222K -$22.2K -1,175 -6%
Charles Schwab
10
Charles Schwab
California
$130K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$128K
Creative Planning
12
Creative Planning
Kansas
$113K
JP Morgan Chase
13
JP Morgan Chase
New York
$104K -$140K -7,430 -45%
SA
14
Sanctuary Advisors
Indiana
$98.9K
Morgan Stanley
15
Morgan Stanley
New York
$97K -$88.6K -4,699 -36%
N
16
Nuveen
North Carolina
$92K
UBS Group
17
UBS Group
Switzerland
$90.4K +$97.9K +5,190 +190%
Goldman Sachs
18
Goldman Sachs
New York
$88.1K -$99.6K -5,284 -41%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$68.8K +$57.6K +3,057 +103%
CWP
20
Curated Wealth Partners
California
$62.7K
Jane Street
21
Jane Street
New York
$60K +$18.7K +990 +23%
Barclays
22
Barclays
United Kingdom
$51.4K -$39.9K -2,118 -32%
IIM
23
INTECH Investment Management
Florida
$50.1K +$47.3K +2,506 +133%
CP
24
Camelot Portfolios
Ohio
$48.3K +$14.6K +775 +22%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$47.4K -$8.56K -454 -10%

KG Hedge Fund Activity: Q1 2025 in Review

71 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q1 2025, worth a combined $11.6M — down 67% from $35M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KG positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $97.9K. The largest seller was JP Morgan Chase, cutting an estimated $140K.

  • 71 institutional investors held Kestrel Group (KG) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $11.6M of Kestrel Group stock for Q1 2025, down 67% quarter-over-quarter.
  • 5 funds opened new Kestrel Group positions in Q1 2025 and 1 closed out, a net change of +4 holders.
  • The largest Kestrel Group buyer in Q1 2025 was UBS Group, an estimated $97.9K added.
  • The largest Kestrel Group seller in Q1 2025 was JP Morgan Chase, an estimated $140K sold.

Based on aggregated 13F filings for Q1 2025.