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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 %
AWA
826
Aaron Wealth Advisors
Illinois
$456K +$22.1K +191 +5%
GCP
827
Garda Capital Partners
Minnesota
$454K +$454K +3,927 New
FCCM
828
First City Capital Management
Georgia
$454K -$65.9K -570 -13%
KWA
829
Kingswood Wealth Advisors
California
$453K -$250K -2,165 -36%
LA
830
Legacy Advisors
Pennsylvania
$452K -$259K -2,239 -36%
PPW
831
Parcion Private Wealth
Washington
$452K – – –
BAM
832
Berkshire Asset Management
Pennsylvania
$451K +$451K +3,800 New
TWM
833
Tradition Wealth Management
Minnesota
$449K +$7.63K +66 +2%
CGL
834
Clarius Group LLC
Washington
$448K +$448K +3,872 New
JIC
835
Johnson Investment Counsel
Ohio
$445K +$4.28K +37 +1%
GI
836
GLOBALT Investments
Georgia
$442K +$442K +3,819 New
HCP
837
Hardin Capital Partners
South Carolina
$441K – – –
SCM
838
Shelton Capital Management
Colorado
$440K – – –
AL
839
ADE LLC
Maryland
$440K – – –
TC
840
TAGStone Capital
North Carolina
$437K +$578 +5 +0.1%
DIA
841
Dana Investment Advisors
Wisconsin
$436K -$35.8K -310 -8%
PIA
842
Perennial Investment Advisors
California
$435K +$435K +3,765 New
LMKC
843
L.M. Kohn & Company
Ohio
$435K +$3.24K +28 +0.7%
BC
844
Bridgefront Capital
Texas
$433K -$4.16K -36 -1%
RFA
845
Resurgent Financial Advisors
Georgia
$431K -$5.55K -48 -1%
SIM
846
SSI Investment Management
California
$427K -$347 -3 -0.1%
ATC
847
Argent Trust Co
Tennessee
$425K +$21.5K +186 +5%
CPC
848
Cookson Peirce & Co
Pennsylvania
$423K -$13.1M -112,883 -97%
PCG
849
Prosperity Consulting Group
Maryland
$421K +$198K +1,715 +89%
RFA
850
Register Financial Advisors
Georgia
$416K -$34.4K -298 -8%
32 33
34
35 36