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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 %
LMKC
851
L.M. Kohn & Company
Ohio
$466K -$34.3K -258 -7%
LA
852
LM Advisors
California
$466K +$466K +3,500 New
KAM
853
Knightsbridge Asset Management
California
$464K +$8.91K +67 +2%
SCM
854
SCS Capital Management
Massachusetts
$461K +$191K +1,439 +71%
MCM
855
Manchester Capital Management
Vermont
$458K -$157K -1,180 -26%
CCA
856
Cadent Capital Advisors
Oklahoma
$455K +$2.66K +20 +0.6%
CNBTD
857
Citizens National Bank Trust Department
Mississippi
$452K -$20.6K -155 -4%
CWS
858
Cypress Wealth Services
California
$451K -$12K -90 -3%
BC
859
Bayforest Capital
United Kingdom
$451K +$317K +2,385 +238%
AA
860
Alta Advisers
United Kingdom
$447K – – –
FL
861
FreeGulliver LLC
Louisiana
$447K -$532 -4 -0.1%
AFA
862
AA Financial Advisors
Ohio
$447K +$89.7K +674 +25%
BSG
863
Black Swift Group
Colorado
$446K -$3.06M -23,000 -87%
GI
864
GLOBALT Investments
Georgia
$444K -$64K -481 -13%
XT
865
XTX Topco
Cayman Islands
$437K -$1.46M -10,980 -77%
CB
866
CNB Bank
Pennsylvania
$427K +$87K +654 +26%
HCM
867
Hodges Capital Management
Texas
$427K +$399 +3 +0.1%
SFG
868
Sovereign Financial Group
Connecticut
$424K +$1.33K +10 +0.3%
HKAM
869
Horizon Kinetics Asset Management
New York
$423K -$290K -2,180 -41%
SAG
870
SageView Advisory Group
California
$421K -$6.7K -44 -2%
FFO
871
Fiduciary Family Office
Florida
$418K +$5.06K +38 +1%
MTWM
872
Masso Torrence Wealth Management
New Jersey
$416K -$6.39K -48 -2%
OF
873
Optimize Financial
California
$415K -$2.93K -22 -0.7%
IWC
874
Integrated Wealth Concepts
Massachusetts
$414K +$20K +150 +5%
OAM
875
Oppenheimer Asset Management
New York
$413K +$7.98K +60 +2%
33 34
35
36 37