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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 111 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
111
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 %
WF
726
Welch & Forbes
Massachusetts
$769K -$8.12K -61 -1%
UBG
727
United Bank (Georgia)
Georgia
$769K +$769K +5,777 New
GLA
728
Good Life Advisors
Pennsylvania
$764K +$532 +4 +0.1%
OWP
729
Obermeyer Wealth Partners
Colorado
$758K +$193K +1,450 +34%
USCWA
730
U.S. Capital Wealth Advisors
Texas
$758K -$3.48M -26,195 -82%
XF
731
XML Financial
Maryland
$753K +$108K +811 +17%
IAS
732
Insigneo Advisory Services
Florida
$749K -$91.9K -691 -11%
SCP
733
Stamos Capital Partners
California
$748K +$295K +2,217 +65%
RIG
734
RiverFront Investment Group
Virginia
$747K – – –
OMC
735
Old Mission Capital
Illinois
$747K +$747K +5,615 New
BP
736
Ballentine Partners
Massachusetts
$744K -$65.3K -491 -8%
QI
737
Qtron Investments
Massachusetts
$732K – – –
PIM
738
Penobscot Investment Management
Massachusetts
$732K – – –
MCM
739
Mendel Capital Management
Arkansas
$732K +$732K +5,500 New
SAM
740
Sawgrass Asset Management
Florida
$731K -$182K -1,367 -20%
TWM
741
Tradition Wealth Management
Minnesota
$728K +$212K +1,591 +41%
NAS
742
Nicolet Advisory Services
Wisconsin
$726K +$421K +2,954 +138%
SAM
743
Strategy Asset Managers
California
$718K -$203K -1,524 -22%
GAM
744
Guinness Asset Management
United Kingdom
$716K +$16.6K +125 +2%
JSW
745
Journey Strategic Wealth
New Jersey
$713K +$713K +5,362 New
SIC
746
Samalin Investment Counsel
New York
$706K +$50.3K +378 +8%
RBI
747
Raiffeisen Bank International
Austria
$706K -$24.9K -193 -3%
PSP
748
Principal Street Partners
Tennessee
$703K -$17.6K -132 -2%
DA
749
Drake & Associates
Wisconsin
$699K +$699K +5,251 New
DWT
750
Dorsey & Whitney Trust
South Dakota
$694K -$69K -519 -9%
28 29
30
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