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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 %
MWM
826
MGB Wealth Management
Texas
$501K -$273K -2,049 -35%
PIA
827
Perennial Investment Advisors
California
$498K -$3.06K -23 -0.6%
SCM
828
Shelton Capital Management
Colorado
$497K -$9.98K -75 -2%
RFA
829
Resurgent Financial Advisors
Georgia
$496K +$798 +6 +0.2%
SC
830
Syon Capital
California
$495K +$135K +1,013 +37%
AC
831
Apella Capital
Connecticut
$494K +$42.6K +314 +9%
CC
832
Centiva Capital
New York
$492K +$492K +3,700 New
VCM
833
Virtue Capital Management
Tennessee
$488K -$40.7K -306 -8%
FCCM
834
First City Capital Management
Georgia
$488K -$33.9K -255 -6%
RFA
835
Register Financial Advisors
Georgia
$488K +$8.91K +67 +2%
DIA
836
Dana Investment Advisors
Wisconsin
$487K -$14.2K -107 -3%
LIM
837
Leavell Investment Management
Alabama
$486K +$65.2K +490 +15%
KWA
838
Kingswood Wealth Advisors
California
$483K -$37.9K -285 -7%
BA
839
Bridgewater Associates
Connecticut
$482K -$110K -830 -19%
NFG
840
Nations Financial Group
Iowa
$481K +$481K +3,616 New
CA
841
Commerzbank Aktiengesellschaft
Germany
$479K – – –
BPW
842
Bingham Private Wealth
California
$476K +$798 +6 +0.2%
DCM
843
Dudley Capital Management
Virginia
$475K +$22.6K +170 +5%
HWA
844
HHM Wealth Advisors
Tennessee
$474K +$133 +1 +0%
CM
845
Cercano Management
Washington
$474K – – –
GWM
846
Gitterman Wealth Management
New Jersey
$472K – – –
PAM
847
Panagora Asset Management
Massachusetts
$470K -$3.73K -28 -0.8%
FHA
848
First Horizon Advisors
Tennessee
$468K -$72.1K -542 -13%
CPW
849
Catalyst Private Wealth
California
$468K +$85.5K +643 +22%
CI
850
Conning Inc
Connecticut
$467K +$20K +150 +4%
32 33
34
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