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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 111 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
111
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 %
CA
876
Cornerstone Advisory
Maryland
$412K +$11.8K +89 +3%
LOAMU
877
Lombard Odier Asset Management (USA)
New York
$408K +$408K +3,066 New
SM
878
Sweeney & Michel
California
$404K -$89K -631 -18%
BJL
879
Brighton Jones LLC
Washington
$404K -$221K -1,665 -35%
RWS
880
Rochester Wealth Strategies
Michigan
$400K – – –
RMDI
881
R.M. Davis Inc
Maine
$400K -$3.99K -30 -1%
MCCA
882
Mill Creek Capital Advisors
Pennsylvania
$399K – – –
WSC
883
Wellington Shields & Co
New York
$399K – – –
FCFC
884
First Commonwealth Financial Corp
Pennsylvania
$395K – – –
IGAM
885
iA Global Asset Management
Quebec, Canada
$388K -$214K -1,610 -36%
KCP
886
Kera Capital Partners
California
$387K +$387K +2,908 New
VA
887
VestGen Advisors
Illinois
$384K -$39.2K -295 -9%
BPWM
888
BCS Private Wealth Management
New Jersey
$383K +$383K +2,880 New
GFA
889
Gallagher Fiduciary Advisors
Illinois
$381K -$3.46K -26 -0.9%
VC
890
Vicus Capital
Pennsylvania
$381K +$81.6K +613 +27%
SAI
891
Systematic Alpha Investments
New Jersey
$380K – – –
CWP
892
Concord Wealth Partners
Virginia
$379K -$51.4K -386 -12%
CAMV
893
Concord Asset Management (Virginia)
Virginia
$379K +$379K +2,851 New
LFASL
894
Lugano Financial Advisors SA (LFA)
Switzerland
$379K – – –
BWP
895
BlueStem Wealth Partners
Minnesota
$378K -$34.5K -259 -8%
ATC
896
Argent Trust Co
Tennessee
$378K -$111K -835 -23%
ESB
897
Essex Savings Bank
Connecticut
$377K -$24.5K -184 -6%
CCA
898
Childress Capital Advisors
Texas
$375K +$16K +120 +4%
CP
899
Cumberland Partners
Ontario, Canada
$374K -$7.98K -60 -2%
PGFC
900
Peapack-Gladstone Financial Corp
New Jersey
$373K -$9.84K -74 -3%
34 35
36
37 38