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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 %
KIA
651
Kraematon Investment Advisors
Massachusetts
$1.03M -$7.75K -67 -0.7%
GT
652
Glenmede Trust
Pennsylvania
$1.02M -$1.39M -12,026 -58%
DADC
653
D.A. Davidson & Co
Montana
$1.02M +$60.9K +527 +6%
EGA
654
E&G Advisors
Texas
$1.01M -$23.1K -200 -2%
FG
655
Fiduciary Group
Georgia
$1.01M – – –
CG
656
Caprock Group
Idaho
$992K +$118K +1,018 +13%
SWP
657
Stratos Wealth Partners
Ohio
$991K -$302K -2,613 -23%
SSW
658
Smith Shellnut Wilson
Mississippi
$988K -$4.05K -35 -0.4%
JJBC
659
James J. Burns & Company
New York
$986K +$13.5K +117 +1%
Connor, Clark & Lunn Investment Management (CC&L)
660
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$972K -$809 -7 -0.1%
AFG
661
Atomi Financial Group
New York
$970K +$389K +3,362 +67%
CNBT
662
Canandaigua National Bank & Trust
New York
$966K +$113K +975 +13%
UWP
663
Uniting Wealth Partners
Kansas
$960K +$960K +8,300 New
MA
664
MJP Associates
Connecticut
$943K -$76K -657 -7%
CPBTD
665
Central Pacific Bank - Trust Division
Hawaii
$930K -$1.29M -11,184 -58%
AWA
666
Arete Wealth Advisors
Illinois
$928K -$104K -897 -10%
SRC
667
Sage Rhino Capital
California
$927K +$5.55K +48 +0.6%
S
668
SignatureFD
Georgia
$916K -$43.7K -378 -5%
HAG
669
HighPoint Advisor Group
Illinois
$911K +$80.5K +704 +10%
FTWA
670
Fifth Third Wealth Advisors
Ohio
$911K +$39.2K +339 +4%
HVP
671
Hudson Value Partners
Florida
$906K +$906K +7,835 New
CCM
672
Corsair Capital Management
New York
$905K – – –
TAM
673
Trust Asset Management
Texas
$897K +$5.43K +47 +0.6%
PAG
674
Private Advisory Group
Washington
$894K -$202K -1,743 -18%
PWP
675
Pursue Wealth Partners
California
$893K +$893K +7,721 New
25 26
27
28 29