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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 %
UBP
801
Union Bancaire Privee
Switzerland
$549K -$2.3M -18,640 -81%
BCWM
802
Bartlett & Co Wealth Management
Ohio
$545K -$399 -3 -0.1%
OL
803
one8zero8 LLC
North Carolina
$545K – – –
FC
804
Fjell Capital
North Dakota
$545K -$28.6K -215 -5%
MYAM
805
Meiji Yasuda Asset Management
Japan
$544K -$995K -7,481 -65%
TC
806
TAGStone Capital
North Carolina
$540K +$713 +5 +0.1%
KCPG
807
Kavar Capital Partners Group
Kansas
$535K – – –
AWA
808
Aaron Wealth Advisors
Illinois
$533K +$8.38K +63 +2%
WPA
809
Wealth Preservation Advisors
Tennessee
$532K – – –
GSWM
810
Golden State Wealth Management
California
$532K -$1.2K -9 -0.2%
TCM
811
Teza Capital Management
Illinois
$531K +$248K +1,867 +88%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$531K -$1.03M -7,751 -66%
SWP
813
Stratos Wealth Partners
Ohio
$530K -$610K -4,586 -54%
OFG
814
Oxford Financial Group
Indiana
$526K -$5.85K -44 -1%
FSA
815
Fort Sheridan Advisors
Illinois
$523K -$13.2K -99 -2%
SS
816
Sunbelt Securities
Texas
$523K -$296 -2 -0.1%
PPW
817
Parcion Private Wealth
Washington
$522K +$1.73K +13 +0.3%
HTC
818
Haverford Trust Company
Pennsylvania
$517K +$134K +1,010 +35%
SBFM
819
S-Bank Fund Management
Finland
$512K -$40K -301 -7%
PFS
820
Prospera Financial Services
Texas
$510K -$32.5K -244 -6%
TCWM
821
Total Clarity Wealth Management
Illinois
$507K -$13.3K -100 -3%
BAM
822
Berkshire Asset Management
Pennsylvania
$506K +$798 +6 +0.2%
AL
823
ADE LLC
Maryland
$506K – – –
HCP
824
Hardin Capital Partners
South Carolina
$505K – – –
SW
825
Simplicity Wealth
New Jersey
$504K +$504K +3,788 New
31 32
33
34 35