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KKR & Co

1,376 hedge funds and large institutions have $68.9B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

34% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 433

3% more funds holding

Funds holding: 1,3321,376 (+44)

0.82% less ownership

Funds ownership: 60.27%59.45% (-0.82%)

4% less capital invested

Capital invested by funds: $71.4B → $68.9B (-$2.55B)

16% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.37B

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

Holders
1,376
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
18.06%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.39%
New
150
Increased
579
Reduced
433
Closed
88
Calls
$1.15B
Puts
$1.37B
Net Calls
-$216M
Net Calls Change
+$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
301
Heron Bay Capital Management
Michigan
$11.8M -$446K -3,145 -3%
BCIM
302
British Columbia Investment Management
British Columbia, Canada
$11.7M -$1.15M -8,072 -8%
LC
303
Lavaca Capital
Texas
$11.5M -$653K -4,600 -5%
MCM
304
Marsico Capital Management
Colorado
$11.3M +$11.4M +80,581 +1,260%
KAS
305
Kestra Advisory Services
Texas
$10.7M +$51.1K +360 +0.4%
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$10.5M -$299K -2,109 -3%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$10.5M +$5.73M +40,391 +99%
AssetMark Inc
308
AssetMark Inc
California
$10.5M -$2.64M -18,602 -19%
AQR Capital Management
309
AQR Capital Management
Connecticut
$10.5M -$14.1M -99,565 -55%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$10.4M +$192K +1,354 +2%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$10.2M +$2.84M +20,024 +34%
NAM
312
Nissay Asset Management
Japan
$10.1M +$145K +1,022 +1%
T. Rowe Price Investment Management
313
T. Rowe Price Investment Management
Maryland
$10.1M -$152M -1,069,424 -93%
JWM
314
Jessup Wealth Management
Ohio
$10.1M -$8.8K -62 -0.1%
HWM
315
HB Wealth Management
Georgia
$10.1M -$245K -1,729 -2%
BCI
316
Brinker Capital Investments
Pennsylvania
$10M -$671K -4,725 -6%
NIM
317
NEOS Investment Management
Connecticut
$10M +$3.66M +25,792 +50%
AFWM
318
AMJ Financial Wealth Management
Virginia
$9.93M +$10.8M +76,420 New
PA
319
Pinnacle Associates
New York
$9.77M -$134K -943 -1%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$9.77M -$43.4K -306 -0.4%
MOACM
321
Mutual of America Capital Management
New York
$9.66M -$463K -3,265 -4%
SOADOR
322
State of Alaska Department of Revenue
Alaska
$9.61M -$321K -2,258 -3%
SA
323
Sanctuary Advisors
Indiana
$9.56M -$757K -5,332 -7%
COLIM
324
City of London Investment Management
United Kingdom
$9.44M -$828K -5,834 -7%
Nomura Holdings
325
Nomura Holdings
Japan
$9.35M +$10.2M +71,958 New