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KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
776
Ameritas Advisory Services
Nebraska
$547K +$36.3K +289 +7%
HIM
777
Hanlon Investment Management
New Jersey
$546K -$69.6K -602 -11%
MGWM
778
Marks Group Wealth Management
Minnesota
$544K -$43.6K -377 -7%
DSC
779
Duncker Streett & Co
Missouri
$543K -$11.6K -100 -2%
AFS
780
Aft Forsyth & Sober
Florida
$543K – – –
BJL
781
Brighton Jones LLC
Washington
$543K +$4.39K +38 +0.8%
EB
782
Emprise Bank
Kansas
$541K – – –
LS
783
Livforsakringsbolaget Skandia
Sweden
$540K – – –
CCA
784
Clearwater Capital Advisors
Illinois
$536K +$144K +1,242 +37%
CFO
785
Callan Family Office
Pennsylvania
$535K +$305K +2,634 +132%
MCM
786
Manchester Capital Management
Vermont
$535K +$12K +104 +2%
1L
787
10Elms LLP
Oklahoma
$531K – – –
CAG
788
Crestwood Advisors Group
Massachusetts
$531K +$2.43K +21 +0.5%
JEST
789
JTC Employer Solutions Trustee
Jersey
$525K – – –
FM
790
Family Management
New York
$525K – – –
IGAM
791
iA Global Asset Management
Quebec, Canada
$524K – – –
ACI
792
Alpha Cubed Investments
California
$524K +$524K +4,530 New
FA
793
Fountainhead AM
New Jersey
$522K +$26.1K +226 +5%
SDWMA
794
Schneider Downs Wealth Management Advisors
Pennsylvania
$520K – – –
Fidelity International
795
Fidelity International
Bermuda
$518K -$3.45M -29,877 -87%
BA
796
Bridgewater Associates
Connecticut
$515K -$288K -2,492 -36%
CWA
797
Consilium Wealth Advisory
Texas
$514K +$514K +4,446 New
SPC
798
Sigma Planning Corp
Michigan
$513K -$250K -2,158 -33%
HH
799
Hilltop Holdings
Texas
$511K -$45.9K -397 -8%
I
800
InceptionR
California
$509K +$509K +4,402 New
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