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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 %
DT
751
Diversified Trust
Tennessee
$693K +$4.12K +31 +0.6%
CM
752
Caption Management
Oklahoma
$692K -$655K -4,925 -49%
DAS
753
Diversify Advisory Services
Utah
$687K +$207K +1,406 +43%
HNB
754
Huntington National Bank
Ohio
$686K +$30.1K +226 +5%
CGIM
755
Capital Group Investment Management
Singapore
$674K +$674K +5,064 New
CCA
756
Cobblestone Capital Advisors
New York
$674K +$674K +5,063 New
LWMM
757
Legacy Wealth Management (Mississippi)
Mississippi
$672K -$324K -2,434 -33%
OCBCO
758
Oversea-Chinese Banking Corp (OCBC)
Singapore
$671K -$3.59M -27,000 -84%
MGWM
759
Marks Group Wealth Management
Minnesota
$670K +$44.4K +334 +7%
HH
760
Hilltop Holdings
Texas
$670K +$81.3K +611 +14%
PWP
761
Principle Wealth Partners
Connecticut
$669K +$1.6K +12 +0.2%
PWM
762
Pines Wealth Management
North Carolina
$669K +$98.4K +710 +17%
TCOT
763
Trust Company of Toledo
Ohio
$663K +$663K +4,987 New
CSP
764
Cary Street Partners
Virginia
$660K -$11.7K -88 -2%
KIA
765
KCM Investment Advisors
California
$652K – – –
EIA
766
Edgemoor Investment Advisors
Maryland
$652K +$7.72K +58 +1%
BA
767
Bridgewater Advisors
New York
$649K +$22.6K +157 +4%
PMG
768
ProVise Management Group
Florida
$644K -$33.3K -250 -5%
VCM
769
Voleon Capital Management
California
$637K +$637K +4,790 New
ATPW
770
Ashton Thomas Private Wealth
Arizona
$636K +$356K +2,678 +127%
CGL
771
Clarius Group LLC
Washington
$636K +$121K +906 +23%
NP
772
NorthRock Partners
Minnesota
$628K +$304K +2,281 +94%
DSC
773
Duncker Streett & Co
Missouri
$625K – – –
AFS
774
Aft Forsyth & Sober
Florida
$625K – – –
LS
775
Livforsakringsbolaget Skandia
Sweden
$621K – – –
29 30
31
32 33