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KKR & Co

1,276 hedge funds and large institutions have $49B invested in KKR & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 518 increasing their positions, 452 reducing their positions, and 253 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 452

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

1.66% less ownership

Funds ownership: 61.04%59.38% (-1.7%)

9% less funds holding

Funds holding: 1,4001,276 (-124)

17% less call options, than puts

Call options by funds: $943M | Put options by funds: $1.14B

29% less capital invested

Capital invested by funds: $69.3B → $49B (-$20.3B)

40% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 253

Holders
1,276
Holders Change
-124
Holders Change %
-8.86%
% of All Funds
15.72%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
153
Increased
518
Reduced
452
Closed
253
Calls
$943M
Puts
$1.14B
Net Calls
-$193M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
751
Cassaday & Co Wealth Management
Virginia
$535K +$157K +1,487 +35%
WF
752
Welch & Forbes
Massachusetts
$535K
LA
753
LexAurum Advisors
Kansas
$535K +$609K +5,780 New
USCWA
754
U.S. Capital Wealth Advisors
Texas
$533K +$45.3K +430 +8%
RFA
755
Register Financial Advisors
Georgia
$532K +$183K +1,738 +43%
KAM
756
Knightsbridge Asset Management
California
$524K +$149K +1,410 +33%
UBP
757
Union Bancaire Privee
Switzerland
$518K +$223K +2,117 +54%
CSP
758
Cary Street Partners
Virginia
$516K +$66.4K +630 +13%
EC
759
Elequin Capital
New York
$513K +$570K +5,403 +3,752%
DT
760
Diversified Trust
Tennessee
$513K -$1.69K -16 -0.3%
PIM
761
Penobscot Investment Management
Massachusetts
$509K
MGWM
762
Marks Group Wealth Management
Minnesota
$508K -$773K -7,338 -57%
DA
763
Drake & Associates
Wisconsin
$508K -$193K -1,833 -25%
XF
764
XML Financial
Maryland
$506K -$98.5K -934 -15%
FFM
765
Forum Financial Management
Illinois
$505K -$458K -4,349 -44%
WPA
766
Wealth Preservation Advisors
Tennessee
$504K +$153K +1,450 +36%
BRWA
767
B. Riley Wealth Advisors
Florida
$503K +$632 +6 +0.1%
Envestnet Portfolio Solutions
768
Envestnet Portfolio Solutions
Illinois
$502K -$1.04M -9,884 -65%
OWP
769
Obermeyer Wealth Partners
Colorado
$500K -$31.1K -295 -5%
FWP
770
Forefront Wealth Partners
Texas
$494K +$189K +1,791 +50%
SPC
771
Sigma Planning Corp
Michigan
$494K +$105K +998 +23%
DWT
772
Dorsey & Whitney Trust
South Dakota
$494K -$18.3K -174 -3%
Bank Julius Baer & Co
773
Bank Julius Baer & Co
Switzerland
$493K +$506K +4,799 +897%
CWM
774
Cornerstone Wealth Management
Missouri
$492K -$156K -1,479 -22%
EAM
775
Erste Asset Management
Austria
$490K -$11.9M -113,220 -95%