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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 %
TCA
676
Transcend Capital Advisors
New Jersey
$987K +$74.6K +561 +8%
Verition Fund Management
677
Verition Fund Management
Connecticut
$986K -$2.29M -17,213 -70%
DS
678
DRW Securities
Illinois
$984K -$2.03M -15,227 -67%
CCM
679
Coldstream Capital Management
Washington
$969K +$155K +1,162 +19%
SRC
680
Sage Rhino Capital
California
$966K -$100K -755 -9%
MOS
681
MGO One Seven
Ohio
$966K +$1.46K +11 +0.2%
SAM
682
Sompo Asset Management
Japan
$964K -$35.9K -270 -4%
YMRC
683
Yorktown Management & Research Company
Virginia
$958K – – –
VWA
684
Visionary Wealth Advisors
Illinois
$955K +$41.4K +311 +5%
SQA
685
Simon Quick Advisors
New Jersey
$954K +$116K +872 +14%
EI
686
Ethic Inc
New York
$950K +$119K +888 +14%
LW
687
Linscomb Wealth
Texas
$933K -$55.7K -419 -6%
MFG
688
Mosaic Financial Group
Illinois
$931K – – –
KNW
689
Kesler Norman & Wride
Utah
$928K -$46.2K -347 -5%
DLA
690
Douglas Lane & Associates
New York
$924K -$3.59K -27 -0.4%
DWM
691
Dogwood Wealth Management
Kansas
$910K +$909K +6,593 +109,883%
ICM
692
Islay Capital Management
Texas
$903K +$35.7K +268 +4%
FH
693
FWG Holdings
Florida
$898K +$29.5K +203 +3%
GT
694
Glenview Trust
Kentucky
$897K +$36.1K +271 +4%
GT
695
Greenleaf Trust
Michigan
$896K -$35.3K -265 -4%
MSAM
696
Moloney Securities Asset Management
Missouri
$895K +$133 +1 +0%
TA
697
TFB Advisors
Kansas
$892K +$43.4K +326 +5%
VFA
698
Valeo Financial Advisors
Indiana
$891K -$50.8K -382 -5%
JEST
699
JTC Employer Solutions Trustee
Jersey
$885K +$281K +2,113 +47%
ONB
700
Old National Bancorp
Indiana
$879K +$37.1K +279 +4%
26 27
28
29 30