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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
0.48%
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

KG Hedge Fund Activity: Q4 2025 in Review

40 of the 8,275 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.