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KG

Kestrel Group

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: 4540 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.25M +$135K +7,515 +2%
BlackRock
2
BlackRock
New York
$2.87M +$480K +26,628 +10%
WCM
3
Whitefort Capital Management
New York
$1.65M
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.15M -$8.59K -477 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$888K +$41.7K +2,314 +3%
State Street
6
State Street
Massachusetts
$661K +$12.1K +670 +1%
ASN
7
Advisory Services Network
Georgia
$520K +$915K +50,793 New
Morgan Stanley
8
Morgan Stanley
New York
$278K +$351K +19,480 +254%
Northern Trust
9
Northern Trust
Illinois
$268K -$61.5K -3,411 -12%
SFS
10
Sowell Financial Services
Arkansas
$212K -$45.3K -2,512 -11%
UBS Group
11
UBS Group
Switzerland
$132K +$206K +11,429 +792%
Renaissance Technologies
12
Renaissance Technologies
New York
$130K -$55.9K -3,100 -20%
Barclays
13
Barclays
United Kingdom
$43.2K +$7.46K +414 +11%
CP
14
Camelot Portfolios
Ohio
$39.7K +$69.8K +3,877 New
Russell Investments Group
15
Russell Investments Group
United Kingdom
$30.5K +$33.9K +1,880 +171%
Wells Fargo
16
Wells Fargo
California
$30.4K +$22K +1,220 +70%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$23.2K -$16.4K -911 -29%
Bank of America
18
Bank of America
North Carolina
$23.2K +$17.5K +969 +75%
Mirae Asset Global ETFs Holdings
19
Mirae Asset Global ETFs Holdings
Hong Kong
$13.3K +$793 +44 +4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$12.1K
JP Morgan Chase
21
JP Morgan Chase
New York
$11.6K +$126 +7 +0.6%
TRCT
22
Tower Research Capital (TRC)
New York
$10.5K +$3.48K +193 +23%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.36K +$9.03K +501 +121%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$6.42K +$3.24K +180 +40%
PFSRSONJ
25
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.95K

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.