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KKR.PRD

KKR & Co 6.25% Series D Preferred Stock

74 hedge funds and large institutions have $2.28B invested in KKR & Co 6.25% Series D Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

10% more funds holding

Funds holding: 6774 (+7)

1.39% more ownership

Funds ownership: 95.68%97.08% (+1.4%)

3% less capital invested

Capital invested by funds: $2.34B → $2.28B (-$58.5M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
26
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AM
51
AGF Management
Ontario, Canada
$2.36M +$2.16M +44,000 New
FI
52
Fosun International
China
$2.25M +$206M +4,200,000 New
Federated Hermes
53
Federated Hermes
Pennsylvania
$1.67M
AUIM
54
Aegon USA Investment Management
Iowa
$1.45M +$1.32M +27,000 New
JP Morgan Chase
55
JP Morgan Chase
New York
$1.45M -$4.22M -86,051 -76%
SPIA
56
Steward Partners Investment Advisory
New York
$1.39M +$1.27M +25,875 +25,875%
Goldman Sachs
57
Goldman Sachs
New York
$1.31M -$12.5M -253,938 -91%
CAM
58
Camden Asset Management
California
$1.07M -$17.9M -365,000 -95%
Raymond James Financial
59
Raymond James Financial
Florida
$624K +$571K +11,650 New
CPBTD
60
Central Pacific Bank - Trust Division
Hawaii
$606K +$555K +11,305 New
WAM
61
Wolverine Asset Management
Illinois
$508K -$70.9K -1,446 -13%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$474K +$434K +8,841 New
LPL Financial
63
LPL Financial
California
$375K +$343K +7,003 New
OC
64
Oppenheimer & Co
New York
$328K +$300K +6,115 New
AAS
65
Avantax Advisory Services
Texas
$292K +$268K +5,457 New
SM
66
Skaana Management
New York
$278K -$3.44M -70,125 -93%
Stifel Financial
67
Stifel Financial
Missouri
$255K +$233K +4,750 New
TA
68
Teton Advisors
New York
$214K +$196K +4,000 New
P
69
&Partners
Tennessee
$210K +$192K +3,922 New
Lazard Asset Management
70
Lazard Asset Management
New York
$123K
WTC
71
WhitTier Trust Company
Nevada
$113K
Comerica Bank
72
Comerica Bank
Texas
$107K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$46K
TRCT
74
Tower Research Capital (TRC)
New York
$23.6K +$21.6K +440 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$21.4K +$19.6K +400 New

KKR.PRD Hedge Fund Activity: Q2 2025 in Review

74 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) for Q2 2025, worth a combined $2.28B — down 2.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KKR.PRD positions and 14 closed out — a net gain of 7 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Fosun International, opening a new position worth an estimated $206M. The largest seller was BlackRock, exiting entirely with an estimated $212M sold.

  • 74 institutional investors held KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $2.28B of KKR & Co 6.25% Series D Preferred Stock stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 21 funds opened new KKR & Co 6.25% Series D Preferred Stock positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest KKR & Co 6.25% Series D Preferred Stock buyer in Q2 2025 was Fosun International, an estimated $206M added.
  • The largest KKR & Co 6.25% Series D Preferred Stock seller in Q2 2025 was BlackRock, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2025.