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KKR & Co
KKR

Overview Fund Activity

1,305 hedge funds and large institutions have $71.2B invested in KKR & Co in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 527 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+32
Holders Change %
+2.51%
% of All Funds
17.49%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
161
Increased
527
Reduced
437
Closed
110
Calls
$1.17B
Puts
$1.44B
Net Calls
-$269M
Net Calls Change
+$935K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$692M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$501M
3
Victory Capital Management
Victory Capital Management
Texas
+$450M
4
Capital International Investors
Capital International Investors
California
+$409M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.33B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$335M
3
Jennison Associates
Jennison Associates
New York
-$242M
4
Amundi
Amundi
France
-$204M
5
Invesco
Invesco
Georgia
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Aries Wealth Management
Maine
$1.25M – – –
BFA
627
Beaumont Financial Advisors
Massachusetts
$1.25M +$9.18K +69 +0.7%
CWA
628
Consilium Wealth Advisory
Texas
$1.24M +$646K +4,855 +109%
VAS
629
Vestmark Advisory Solutions
Massachusetts
$1.23M -$484K -3,641 -28%
KPWS
630
Kestra Private Wealth Services
Texas
$1.22M -$38.2K -287 -3%
ZBNA
631
Zions Bancorporation, National Association
Utah
$1.19M -$185K -1,392 -13%
A
632
Allianz
Germany
$1.19M -$406K -3,055 -25%
EGA
633
E&G Advisors
Texas
$1.19M +$29.3K +220 +3%
SG
634
StoneX Group
New York
$1.18M -$262K -1,969 -18%
PAG
635
Private Advisory Group
Washington
$1.18M +$148K +1,111 +14%
DWM
636
Darwin Wealth Management
Florida
$1.17M +$188K +1,415 +19%
GIM
637
Glenmede Investment Management
Pennsylvania
$1.16M +$1.16M +8,724 New
BEI
638
Benjamin Edwards Inc
Missouri
$1.16M +$249K +1,873 +27%
KIA
639
Kraematon Investment Advisors
Massachusetts
$1.15M -$35.7K -268 -3%
FG
640
Fiduciary Group
Georgia
$1.14M -$13.3K -100 -1%
HAG
641
HighPoint Advisor Group
Illinois
$1.14M +$83.3K +626 +8%
SSW
642
Smith Shellnut Wilson
Mississippi
$1.14M – – –
GWMIA
643
Global Wealth Management Investment Advisory
Florida
$1.14M +$122K +920 +12%
MCC
644
Money Concepts Capital
Florida
$1.12M +$343K +2,580 +44%
DADC
645
D.A. Davidson & Co
Montana
$1.12M -$55.7K -419 -5%
PA
646
Profund Advisors
Maryland
$1.12M -$130K -979 -10%
RSWM
647
Robertson Stephens Wealth Management
California
$1.11M -$139K -1,042 -11%
VIM
648
VELA Investment Management
Ohio
$1.11M +$845K +6,351 +316%
CC
649
Capital Counsel
New York
$1.11M -$251K -1,888 -18%
UWP
650
Uniting Wealth Partners
Kansas
$1.1M – – –
24 25
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