We are live on ! Find out more
KKR.PRD

KKR & Co 6.25% Series D Preferred Stock

70 hedge funds and large institutions have $2.46B invested in KKR & Co 6.25% Series D Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 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: 46 (+2)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% less capital invested

Capital invested by funds: $2.46B → $2.46B (-$2.27M)

5% less funds holding

Funds holding: 7470 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
0.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
26
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$832K +$223K +4,395 +38%
Wells Fargo
52
Wells Fargo
California
$758K -$8.36M -164,554 -92%
Jane Street
53
Jane Street
New York
$721K +$706K +13,901 New
CPBTD
54
Central Pacific Bank - Trust Division
Hawaii
$642K -$147K -2,895 -19%
SM
55
Skaana Management
New York
$570K -$441K -8,685 -44%
LPL Financial
56
LPL Financial
California
$425K -$13K -256 -3%
FAM
57
Formidable Asset Management
Ohio
$424K +$35.6K +700 +9%
SWP
58
Stratos Wealth Partners
Ohio
$407K +$170K +3,350 +74%
EC
59
Elequin Capital
New York
$405K +$119K +2,342 +43%
WTC
60
WhitTier Trust Company
Nevada
$385K +$254K +5,000 +238%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$358K +$79.8K +1,571 +29%
GS
62
GTS Securities
New York
$315K +$308K +6,070 New
OBAM
63
ODDO BHF Asset Management
France
$274K +$268K +5,284 New
Stifel Financial
64
Stifel Financial
Missouri
$246K
P
65
&Partners
Tennessee
$217K -$6.2K -122 -3%
PWM
66
Perigon Wealth Management
California
$215K -$109K -2,150 -34%
CWM
67
Calamos Wealth Management
Illinois
$214K +$1.63K +32 +0.8%
Osaic Holdings
68
Osaic Holdings
Arizona
$147K +$144K +2,830 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$140K
Comerica Bank
70
Comerica Bank
Texas
$51.8K -$50.8K -1,000 -50%
VEA
71
Virtus ETF Advisers
New York
$43.9K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$20.7K
NS
73
NBC Securities
Alabama
$13.7K
PMFA
74
Plante Moran Financial Advisors
Michigan
$3.89K +$3.81K +75 New
Lazard Asset Management
75
Lazard Asset Management
New York
$1.5K

KKR.PRD Hedge Fund Activity: Q4 2025 in Review

70 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) for Q4 2025, worth a combined $2.46B — down 0.09% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KKR.PRD and 10 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was Fosun International, opening a new position worth an estimated $1.7B. The largest seller was Portman Square Capital, cutting an estimated $130M.

  • 70 institutional investors held KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) as of Q4 2025, down from 74 in Q3 2025.
  • Funds reported $2.46B of KKR & Co 6.25% Series D Preferred Stock stock for Q4 2025, down 0.09% quarter-over-quarter.
  • 10 funds opened new KKR & Co 6.25% Series D Preferred Stock positions in Q4 2025 and 14 closed out, a net change of -4 holders.
  • The largest KKR & Co 6.25% Series D Preferred Stock buyer in Q4 2025 was Fosun International, an estimated $1.7B added.
  • The largest KKR & Co 6.25% Series D Preferred Stock seller in Q4 2025 was Portman Square Capital, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.