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KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
301
Lido Advisors
California
$9.05M +$5.86M +50,659 +183%
NAM
302
Nissay Asset Management
Japan
$8.97M +$122K +1,052 +1%
Janus Henderson Group
303
Janus Henderson Group
United Kingdom
$8.97M -$1.2M -10,450 -12%
BCI
304
Brinker Capital Investments
Pennsylvania
$8.77M +$1.66M +14,373 +23%
OPS
305
Orion Portfolio Solutions
Nebraska
$8.77M +$1.66M +14,373 +23%
HWM
306
HB Wealth Management
Georgia
$8.76M +$7.42M +64,169 +551%
AIM
307
Allen Investment Management
New York
$8.62M -$13.5M -116,364 -61%
Swedbank
308
Swedbank
Sweden
$8.52M +$108K +936 +1%
KAS
309
Kestra Advisory Services
Texas
$8.5M +$621K +5,370 +8%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$8.48M +$156K +1,348 +2%
TPSF
311
Texas Permanent School Fund
Texas
$8.48M +$8.48M +74,189 New
LIP
312
Lighthouse Investment Partners
Florida
$8.37M +$8.37M +72,387 New
ACM
313
Alpha Capital Management
Texas
$8.31M -$331K -2,862 -4%
CPIG
314
Chicago Partners Investment Group
Illinois
$8.28M +$901K +7,750 +12%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$8.14M +$145K +1,257 +2%
CCA
316
Covey Capital Advisors
Georgia
$8.05M -$653K -5,646 -8%
QCM
317
Quantinno Capital Management
New York
$7.9M +$3.61M +31,204 +84%
YCM
318
Yousif Capital Management
Michigan
$7.86M +$273K +2,358 +4%
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$7.79M -$122K -1,051 -2%
AWM
320
AE Wealth Management
Kansas
$7.58M +$978K +8,458 +15%
TSWM
321
Triangle Securities Wealth Management
North Carolina
$7.44M +$404K +3,491 +6%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$7.43M +$890K +7,702 +14%
EP
323
Edgestream Partners
New Jersey
$7.25M +$4.09M +35,417 +130%
Marshall Wace
324
Marshall Wace
United Kingdom
$7.14M +$7.14M +61,723 New
IC
325
IEQ Capital
California
$7.13M +$6.56M +56,765 +1,166%
11 12
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