We are live on ! Find out more
KG

Kestrel Group

45 hedge funds and large institutions have $30.5M invested in Kestrel Group in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $23.1M → $30.5M (+$7.38M)

5% more funds holding

Funds holding: 4345 (+2)

3.15% more ownership

Funds ownership: 11.27%14.42% (+3.1%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.46M +$4.77M +180,067 +139%
BlackRock
2
BlackRock
New York
$6.94M -$550K -20,752 -8%
WCM
3
Whitefort Capital Management
New York
$4.39M +$1.56M +58,710 +57%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.08M +$1.58M +59,553 +112%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.3M
State Street
6
State Street
Massachusetts
$1.74M +$83.3K +3,144 +5%
Northern Trust
7
Northern Trust
Illinois
$809K +$364K +13,748 +87%
SFS
8
Sowell Financial Services
Arkansas
$633K -$6.94K -262 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$430K -$50.3K -1,900 -11%
Creative Planning
10
Creative Planning
Kansas
$293K +$13.1K +496 +5%
Citadel Advisors
11
Citadel Advisors
Florida
$293K +$284K +10,720 New
Charles Schwab
12
Charles Schwab
California
$280K +$272K +10,256 New
Morgan Stanley
13
Morgan Stanley
New York
$210K +$28.1K +1,059 +16%
Barclays
14
Barclays
United Kingdom
$104K +$44.3K +1,672 +78%
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$86.7K -$22.1K -836 -21%
Wells Fargo
16
Wells Fargo
California
$47.8K +$13.4K +507 +41%
UBS Group
17
UBS Group
Switzerland
$39.4K -$166K -6,270 -81%
Bank of America
18
Bank of America
North Carolina
$35.4K -$47.6K -1,797 -58%
Mirae Asset Global ETFs Holdings
19
Mirae Asset Global ETFs Holdings
Hong Kong
$34.2K +$8.37K +316 +34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34K +$7.23K +273 +28%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$33K +$31.8K +1,201 +7,506%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$32.2K
JP Morgan Chase
23
JP Morgan Chase
New York
$30.8K -$121K -4,560 -80%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$30K +$13.7K +516 +89%
TRCT
25
Tower Research Capital (TRC)
New York
$22.8K -$26.9K -1,016 -55%

KG Hedge Fund Activity: Q3 2025 in Review

45 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2025, worth a combined $30.5M — up 32% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KG positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.77M. The largest seller was Millennium Management, exiting entirely with an estimated $661K sold.

  • 45 institutional investors held Kestrel Group (KG) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $30.5M of Kestrel Group stock for Q3 2025, up 32% quarter-over-quarter.
  • 7 funds opened new Kestrel Group positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Kestrel Group buyer in Q3 2025 was Vanguard Group, an estimated $4.77M added.
  • The largest Kestrel Group seller in Q3 2025 was Millennium Management, an estimated $661K sold.

Based on aggregated 13F filings for Q3 2025.