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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 %
HCM
876
Hodges Capital Management
Texas
$370K +$347 +3 +0.1%
AC
877
Apella Capital
Connecticut
$368K +$2.65K +24 +0.7%
SFG
878
Sovereign Financial Group
Connecticut
$368K +$925 +8 +0.3%
VA
879
VestGen Advisors
Illinois
$367K +$367K +3,178 New
MTWM
880
Masso Torrence Wealth Management
New Jersey
$367K +$694 +6 +0.2%
LIM
881
Leavell Investment Management
Alabama
$366K -$23.2K -201 -6%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$366K -$371K -3,210 -50%
MCM
883
Mainstay Capital Management
Michigan
$364K +$9.83K +85 +3%
OF
884
Optimize Financial
California
$363K +$43.8K +379 +14%
SAM
885
Smartleaf Asset Management
Massachusetts
$362K +$124K +1,079 +52%
BWP
886
BlueStem Wealth Partners
Minnesota
$359K +$17.5K +151 +5%
FFO
887
Fiduciary Family Office
Florida
$359K +$359K +3,101 New
GLA
888
Great Lakes Advisors
Illinois
$358K +$142K +1,230 +66%
FRA
889
Frank Rimerman Advisors
California
$354K -$209K -1,810 -37%
OAM
890
Oppenheimer Asset Management
New York
$352K -$1.55M -13,383 -81%
RMDI
891
R.M. Davis Inc
Maine
$351K – – –
MA
892
Montag & Associates
Georgia
$349K +$5.43K +47 +2%
ESB
893
Essex Savings Bank
Connecticut
$349K +$25.8K +223 +8%
RWS
894
Rochester Wealth Strategies
Michigan
$348K +$348K +3,010 New
LWL
895
Leo Wealth LLC
Texas
$347K -$63.8K -552 -16%
MCCA
896
Mill Creek Capital Advisors
Pennsylvania
$347K -$57.8K -500 -14%
WSC
897
Wellington Shields & Co
New York
$347K – – –
WC
898
Wexford Capital
Florida
$347K +$347K +3,000 New
EWA
899
Exencial Wealth Advisors
Oklahoma
$345K +$3.35K +29 +1%
AGC
900
Aspen Grove Capital
Colorado
$344K +$116 +1 +0%
34 35
36
37 38