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KKR & Co

1,275 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$943M
Puts
$1.14B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
751
Cassaday & Co Wealth Management
Virginia
$535K
WF
752
Welch & Forbes
Massachusetts
$535K
LA
753
LexAurum Advisors
Kansas
$535K
USCWA
754
U.S. Capital Wealth Advisors
Texas
$533K
RFA
755
Register Financial Advisors
Georgia
$532K
KAM
756
Knightsbridge Asset Management
California
$524K
UBP
757
Union Bancaire Privee
Switzerland
$518K
CSP
758
Cary Street Partners
Virginia
$516K
EC
759
Elequin Capital
New York
$513K
DT
760
Diversified Trust
Tennessee
$513K
PIM
761
Penobscot Investment Management
Massachusetts
$509K
MGWM
762
Marks Group Wealth Management
Minnesota
$508K
DA
763
Drake & Associates
Wisconsin
$508K
XF
764
XML Financial
Maryland
$506K
FFM
765
Forum Financial Management
Illinois
$505K
WPA
766
Wealth Preservation Advisors
Tennessee
$504K
BRWA
767
B. Riley Wealth Advisors
Florida
$503K
Envestnet Portfolio Solutions
768
Envestnet Portfolio Solutions
Illinois
$502K
OWP
769
Obermeyer Wealth Partners
Colorado
$500K
FWP
770
Forefront Wealth Partners
Texas
$494K
SPC
771
Sigma Planning Corp
Michigan
$494K
DWT
772
Dorsey & Whitney Trust
South Dakota
$494K
Bank Julius Baer & Co
773
Bank Julius Baer & Co
Switzerland
$493K
CWM
774
Cornerstone Wealth Management
Missouri
$492K
EAM
775
Erste Asset Management
Austria
$490K