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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 %
GP
676
Gridiron Partners
Pennsylvania
$892K -$104K -901 -10%
GWMIA
677
Global Wealth Management Investment Advisory
Florida
$881K +$106K +917 +14%
DAS
678
Dynamic Advisor Solutions
Arizona
$880K +$18.8K +163 +2%
SAM
679
Sompo Asset Management
Japan
$869K +$72.8K +630 +9%
LWMM
680
Legacy Wealth Management (Mississippi)
Mississippi
$865K +$281K +2,434 +48%
LW
681
Linscomb Wealth
Texas
$859K +$50.1K +433 +6%
FCM
682
FJ Capital Management
Virginia
$858K +$858K +7,424 New
FBT
683
First Bank & Trust
South Dakota
$858K +$11.3K +98 +1%
TCM
684
Triumph Capital Management
Colorado
$852K +$436K +3,770 +105%
MC
685
Moors & Cabot
Massachusetts
$850K -$39.2K -339 -4%
KNW
686
Kesler Norman & Wride
Utah
$847K +$563K +4,869 +198%
GC
687
Guidance Capital
Kentucky
$839K +$199K +1,700 +31%
MOS
688
MGO One Seven
Ohio
$838K +$400K +3,463 +91%
YMRC
689
Yorktown Management & Research Company
Virginia
$832K – – –
AI
690
Atom Investors
Texas
$824K +$824K +7,126 New
VFA
691
Valeo Financial Advisors
Indiana
$818K +$232K +2,006 +40%
GT
692
Greenleaf Trust
Michigan
$809K +$99.5K +861 +14%
MFG
693
Mosaic Financial Group
Illinois
$809K -$809K -7,000 -50%
DLA
694
Douglas Lane & Associates
New York
$806K -$17.3K -150 -2%
SAM
695
Strategy Asset Managers
California
$801K -$4.97K -43 -0.6%
VWA
696
Visionary Wealth Advisors
Illinois
$794K +$46.2K +400 +6%
SAM
697
Sawgrass Asset Management
Florida
$793K -$112K -968 -12%
TCA
698
Transcend Capital Advisors
New Jersey
$793K -$251K -2,167 -24%
BEI
699
Benjamin Edwards Inc
Missouri
$788K +$158K +1,370 +25%
OWP
700
Old Well Partners
North Carolina
$779K -$3.78M -32,682 -83%
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