We are live on ! Find out more
KKR icon

KKR & Co

1,399 hedge funds and large institutions have $69.3B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 511 increasing their positions, 517 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $68.9B → $69.3B (+$471M)

1% less repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 517

48% less call options, than puts

Call options by funds: $680M | Put options by funds: $1.32B

Holders
1,399
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
$680M
Puts
$1.32B
Net Calls
Net Calls Change

Top Sellers

1 -$514M
2 -$394M
3 -$352M
4
Invesco
Invesco
Georgia
-$325M
5
BlackRock
BlackRock
New York
-$321M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
776
Crestwood Advisors Group
Massachusetts
$712K
LIP
777
Lighthouse Investment Partners
Florida
$711K
DT
778
Diversified Trust
Tennessee
$709K
BRWA
779
B. Riley Wealth Advisors
Florida
$708K
DWT
780
Dorsey & Whitney Trust
South Dakota
$703K
Group One Trading
781
Group One Trading
Illinois
$702K
PIM
782
Penobscot Investment Management
Massachusetts
$701K
JCM
783
Jacobi Capital Management
Pennsylvania
$692K
DWM
784
Dogwood Wealth Management
Kansas
$685K
FSWA
785
Financial Synergies Wealth Advisors
Texas
$684K
JIC
786
Johnson Investment Counsel
Ohio
$682K
USCWA
787
U.S. Capital Wealth Advisors
Texas
$680K
MYAM
788
Meiji Yasuda Asset Management
Japan
$675K
ZCP
789
Z3 Capital Partners
Virginia
$671K
FC
790
Fjell Capital
North Dakota
$662K
PWM
791
Perigon Wealth Management
California
$660K
BP
792
Ballentine Partners
Massachusetts
$659K
PSP
793
Principal Street Partners
Tennessee
$655K
CT
794
Coastline Trust
Rhode Island
$654K
JSW
795
Journey Strategic Wealth
New Jersey
$651K
LOWM
796
Laurel Oak Wealth Management
New Jersey
$645K
OAM
797
Oppenheimer Asset Management
New York
$644K
LWMM
798
Legacy Wealth Management (Mississippi)
Mississippi
$644K
KP
799
Keel Point
Alabama
$643K
PWP
800
Principle Wealth Partners
Connecticut
$641K