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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 110 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
110
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 %
CCA
776
Clearwater Capital Advisors
Illinois
$617K – – –
EPIM
777
Evelyn Partners Investment Management
$617K +$579K +4,715 +1,536%
CAG
778
Crestwood Advisors Group
Massachusetts
$614K +$2.66K +20 +0.4%
1L
779
10Elms LLP
Oklahoma
$611K – – –
EW
780
Evoke Wealth
California
$608K -$20.3M -152,402 -97%
SIM
781
Stratos Investment Management
Ohio
$608K +$43.1K +324 +8%
JIC
782
Joel Isaacson & Co
New York
$608K +$608K +4,567 New
FM
783
Family Management
New York
$604K – – –
GPW
784
Genesis Private Wealth
Virginia
$599K +$50K +376 +9%
ACI
785
Alpha Cubed Investments
California
$599K -$3.86K -29 -0.6%
WQ
786
Wealth Quarterback
New Jersey
$590K +$590K +4,439 New
FA
787
Fountainhead AM
New Jersey
$589K -$11.6K -87 -2%
CWM
788
Cornerstone Wealth Management
Missouri
$581K +$126K +950 +28%
MYLI
789
Meiji Yasuda Life Insurance
Japan
$581K -$69.7K -524 -11%
KA
790
Kovack Advisors
Florida
$579K +$14K +105 +2%
HCM
791
Howard Capital Management
Georgia
$573K +$101K +756 +21%
JIC
792
Johnson Investment Counsel
Ohio
$573K +$60.5K +455 +12%
CCWM
793
Cassaday & Co Wealth Management
Virginia
$571K +$571K +4,289 New
WBC
794
Westpac Banking Corp
Australia
$568K +$23.7K +178 +4%
IIM
795
Intact Investment Management
Quebec, Canada
$559K +$559K +4,200 New
SPC
796
Sigma Planning Corp
Michigan
$558K -$32.3K -243 -5%
MWM
797
Meridian Wealth Management
Kentucky
$556K +$4.52K +34 +0.8%
WPW
798
Watershed Private Wealth
Illinois
$556K – – –
SOAMC
799
Spirit of America Management Corp
New York
$552K +$213K +1,600 +63%
BCV
800
Banque Cantonale Vaudoise
Switzerland
$551K -$174K -1,303 -24%
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