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KKR & Co

1,381 hedge funds and large institutions have $69.2B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 506 increasing their positions, 514 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 ownership

Funds ownership:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $68.8B → $69.2B (+$467M)

2% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 514

48% less call options, than puts

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

Holders
1,381
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
Group One Trading
776
Group One Trading
Illinois
$702K
PIM
777
Penobscot Investment Management
Massachusetts
$701K
JCM
778
Jacobi Capital Management
Pennsylvania
$692K
DWM
779
Dogwood Wealth Management
Kansas
$685K
FSWA
780
Financial Synergies Wealth Advisors
Texas
$684K
JIC
781
Johnson Investment Counsel
Ohio
$682K
USCWA
782
U.S. Capital Wealth Advisors
Texas
$680K
MYAM
783
Meiji Yasuda Asset Management
Japan
$675K
FC
784
Fjell Capital
North Dakota
$662K
PWM
785
Perigon Wealth Management
California
$660K
BP
786
Ballentine Partners
Massachusetts
$659K
PSP
787
Principal Street Partners
Tennessee
$655K
CT
788
Coastline Trust
Rhode Island
$654K
JSW
789
Journey Strategic Wealth
New Jersey
$651K
LOWM
790
Laurel Oak Wealth Management
New Jersey
$645K
OAM
791
Oppenheimer Asset Management
New York
$644K
LWMM
792
Legacy Wealth Management (Mississippi)
Mississippi
$644K
KP
793
Keel Point
Alabama
$643K
PWP
794
Principle Wealth Partners
Connecticut
$641K
C
795
Certuity
Florida
$641K
FRA
796
Frank Rimerman Advisors
California
$636K
CSP
797
Cary Street Partners
Virginia
$631K
JF
798
Jump Financial
Illinois
$625K
EIA
799
Edgemoor Investment Advisors
Maryland
$623K
Fidelity International
800
Fidelity International
Bermuda
$623K