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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 %
CA
851
Commerzbank Aktiengesellschaft
Germany
$416K – – –
BPW
852
Bingham Private Wealth
California
$413K -$9.25K -80 -2%
HWA
853
HHM Wealth Advisors
Tennessee
$412K -$5.2K -45 -1%
PAM
854
Panagora Asset Management
Massachusetts
$412K – – –
CM
855
Cercano Management
Washington
$412K – – –
CNBTD
856
Citizens National Bank Trust Department
Mississippi
$411K – – –
HCM
857
Howard Capital Management
Georgia
$411K -$60.2K -521 -13%
GWM
858
Gitterman Wealth Management
New Jersey
$411K – – –
SS
859
Sunbelt Securities
Texas
$409K +$231 +2 +0.1%
RBWA
860
RFG - Bristol Wealth Advisors
Massachusetts
$404K +$404K +3,494 New
CWS
861
Cypress Wealth Services
California
$402K +$11K +95 +3%
ECM
862
Evergreen Capital Management
Washington
$400K -$13.3K -115 -3%
KAM
863
Knightsbridge Asset Management
California
$395K -$28.7K -248 -7%
CWM
864
Cornerstone Wealth Management
Missouri
$395K +$395K +3,420 New
SCP
865
Stamos Capital Partners
California
$393K +$393K +3,403 New
DCM
866
Dudley Capital Management
Virginia
$393K +$35.3K +305 +10%
CCA
867
Cadent Capital Advisors
Oklahoma
$393K +$46.2K +400 +13%
PWM
868
Pines Wealth Management
North Carolina
$389K +$11.4K +121 +3%
FL
869
FreeGulliver LLC
Louisiana
$389K -$99.9K -864 -20%
AA
870
Alta Advisers
United Kingdom
$389K +$127K +1,100 +49%
CI
871
Conning Inc
Connecticut
$389K +$113K +974 +41%
WANY
872
Wealthspire Advisors (New York)
New York
$377K +$41K +355 +12%
CWP
873
Concord Wealth Partners
Virginia
$374K -$14.9K -129 -4%
DAS
874
Diversify Advisory Services
Utah
$372K +$18.1K +158 +5%
WAM
875
Weiss Asset Management
Massachusetts
$371K -$437K -3,779 -54%
33 34
35
36 37