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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 %
MCM
701
Mainstay Capital Management
Michigan
$877K +$458K +3,446 +109%
CI
702
Cigna Investments
Connecticut
$877K -$16.6K -125 -2%
WPC
703
Wedmont Private Capital
Pennsylvania
$871K +$110K +793 +15%
AWA
704
Arete Wealth Advisors
Illinois
$869K -$199K -1,495 -19%
AIP
705
Ameritas Investment Partners
Nebraska
$856K – – –
AF
706
Allworth Financial
California
$853K +$169K +1,272 +25%
CIA
707
Concurrent Investment Advisors
Florida
$853K -$489K -3,675 -36%
MCM
708
Marsico Capital Management
Colorado
$851K -$49.6M -373,028 -98%
WFC
709
Western Financial Corp
California
$845K -$5.99K -45 -0.7%
OCM
710
One Capital Management
California
$844K -$133 -1 -0%
CWM
711
Congress Wealth Management
Massachusetts
$842K +$218K +1,640 +35%
SDWIA
712
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$835K – – –
Winslow Capital Management
713
Winslow Capital Management
Minnesota
$830K -$335M -2,515,044 -100%
RWM
714
Ritholtz Wealth Management
New York
$830K +$244K +1,834 +42%
DI
715
Diligent Investors
California
$829K +$133 +1 +0%
UB
716
UMB Bank
Missouri
$829K -$822K -6,177 -50%
KP
717
Keel Point
Alabama
$824K +$71.8K +540 +10%
PPWP
718
Premier Path Wealth Partners
New Jersey
$823K +$148K +1,113 +22%
BRWA
719
B. Riley Wealth Advisors
Florida
$818K +$818K +6,146 New
RDWM
720
Red Door Wealth Management
Tennessee
$812K +$130K +980 +19%
FWP
721
Firethorn Wealth Partners
Georgia
$802K -$92.7K -697 -10%
PCP
722
Perbak Capital Partners
United Kingdom
$802K +$802K +6,025 New
SPC
723
Spirepoint Private Client
Florida
$799K -$665 -5 -0.1%
FC
724
Fusion Capital
South Carolina
$790K +$111K +834 +16%
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$789K +$46.7K +351 +6%
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