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KKR & Co

1,355 hedge funds and large institutions have $68.7B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 565 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 → $68.7B (-$2.55B)

16% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.37B

21% less funds holding in top 10

Funds holding in top 10: 3830 (-8)

Holders
1,355
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 -$291M
2 -$260M
3 -$249M
4
Coatue Management
Coatue Management
New York
-$198M
5
Amundi
Amundi
France
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
701
Sagespring Wealth Partners
Tennessee
$1.02M
CAMG
702
CWA Asset Management Group
Florida
$1.01M
JJBC
703
James J. Burns & Company
New York
$1.01M
TAM
704
Trust Asset Management
Texas
$1.01M
BA
705
Bellwether Advisors
Nebraska
$1.01M
IIC
706
Integrated Investment Consultants
Michigan
$1.01M
GP
707
Gridiron Partners
Pennsylvania
$1M
FTWA
708
Fifth Third Wealth Advisors
Ohio
$1M
VFA
709
Valeo Financial Advisors
Indiana
$1M
DAS
710
Dynamic Advisor Solutions
Arizona
$999K
SAM
711
Sompo Asset Management
Japan
$998K
RWM
712
Ritholtz Wealth Management
New York
$994K
PAG
713
Private Advisory Group
Washington
$994K
UBG
714
United Bank (Georgia)
Georgia
$977K
CF
715
Centaurus Financial
California
$960K
TCA
716
Transcend Capital Advisors
New Jersey
$959K
GC
717
Guidance Capital
Kentucky
$957K
SRC
718
Sage Rhino Capital
California
$945K
TTIC
719
Tower Trust & Investment Company
Iowa
$941K
YMRC
720
Yorktown Management & Research Company
Virginia
$936K
CM
721
Caption Management
Oklahoma
$936K
SCM
722
Silvant Capital Management
Georgia
$934K
VWA
723
Visionary Wealth Advisors
Illinois
$930K
JF
724
Jump Financial
Illinois
$930K
AAIS
725
ABN AMRO Investment Solutions
$928K