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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 %
RWM
801
Ritholtz Wealth Management
New York
$509K +$176K +1,524 +53%
FC
802
Fjell Capital
North Dakota
$499K +$56.7K +490 +13%
BA
803
Bridgewater Advisors
New York
$497K +$497K +4,345 New
OWP
804
Obermeyer Wealth Partners
Colorado
$491K -$197K -1,707 -29%
KA
805
Kovack Advisors
Florida
$491K +$12.7K +110 +3%
SIM
806
Stratos Investment Management
Ohio
$491K -$42.3K -366 -8%
JFG
807
Jefferies Financial Group
New York
$484K -$3.09M -26,742 -86%
WPW
808
Watershed Private Wealth
Illinois
$483K – – –
RFN
809
RDA Financial Network
Iowa
$482K -$231 -2 -0%
SBFM
810
S-Bank Fund Management
Finland
$480K +$480K +4,151 New
MWM
811
Meridian Wealth Management
Kentucky
$480K +$33.6K +291 +8%
GPW
812
Genesis Private Wealth
Virginia
$477K +$43.2K +374 +10%
BCWM
813
Bartlett & Co Wealth Management
Ohio
$474K -$11.2K -97 -2%
OL
814
one8zero8 LLC
North Carolina
$474K -$36.5K -316 -7%
WBC
815
Westpac Banking Corp
Australia
$473K -$50.5K -437 -10%
PFS
816
Prospera Financial Services
Texas
$471K -$83.4K -721 -15%
FHA
817
First Horizon Advisors
Tennessee
$469K +$228K +1,969 +94%
FSA
818
Fort Sheridan Advisors
Illinois
$466K – – –
MLM
819
Mount Lucas Management
Pennsylvania
$465K +$14.3K +124 +3%
KCPG
820
Kavar Capital Partners Group
Kansas
$465K – – –
GSWM
821
Golden State Wealth Management
California
$463K -$809 -7 -0.2%
GSC
822
Ground Swell Capital
South Carolina
$463K +$463K +4,001 New
WPA
823
Wealth Preservation Advisors
Tennessee
$462K +$462K +4,000 New
OFG
824
Oxford Financial Group
Indiana
$462K +$249K +2,156 +117%
VCM
825
Virtue Capital Management
Tennessee
$459K -$962K -8,341 -68%
31 32
33
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