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KKR & Co

1,367 hedge funds and large institutions have $68.8B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 573 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $71.3B → $68.8B (-$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
1,367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15B
Puts
$1.37B
Net Calls
Net Calls Change

Top Sellers

1 -$318M
2 -$284M
3 -$272M
4
Coatue Management
Coatue Management
New York
-$216M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
676
Summit Wealth Group (Colorado)
Colorado
$1.14M
CIA
677
Concurrent Investment Advisors
Florida
$1.14M
EI
678
Ethic Inc
New York
$1.13M
S
679
SignatureFD
Georgia
$1.13M
CWA
680
Consilium Wealth Advisory
Texas
$1.13M
FG
681
Fiduciary Group
Georgia
$1.12M
AO
682
Advisor OS
Illinois
$1.12M
NP
683
NorthRock Partners
Minnesota
$1.12M
DWM
684
Darwin Wealth Management
Florida
$1.11M
HAG
685
HighPoint Advisor Group
Illinois
$1.11M
JIP
686
Jaffetilchin Investment Partners
Florida
$1.1M
OAM
687
Oxford Asset Management
United Kingdom
$1.09M
SSW
688
Smith Shellnut Wilson
Mississippi
$1.09M
GT
689
Greenleaf Trust
Michigan
$1.08M
UWP
690
Uniting Wealth Partners
Kansas
$1.08M
DADC
691
D.A. Davidson & Co
Montana
$1.08M
CNBT
692
Canandaigua National Bank & Trust
New York
$1.07M
RSWM
693
Robertson Stephens Wealth Management
California
$1.07M
CPBTD
694
Central Pacific Bank - Trust Division
Hawaii
$1.06M
CTC
695
Central Trust Company
Missouri
$1.05M
MYLI
696
Meiji Yasuda Life Insurance
Japan
$1.04M
CC
697
Capital Counsel
New York
$1.03M
Financial Engines Advisors
698
Financial Engines Advisors
California
$1.03M
VIM
699
VELA Investment Management
Ohio
$1.02M
FBT
700
First Bank & Trust
South Dakota
$1.02M