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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 %
FCFC
901
First Commonwealth Financial Corp
Pennsylvania
$343K +$343K +2,969 New
IWC
902
Integrated Wealth Concepts
Massachusetts
$342K -$39.4K -341 -10%
CA
903
Cornerstone Advisory
Maryland
$342K -$15.9K -140 -4%
Man Group
904
Man Group
United Kingdom
$340K -$2.57M -22,261 -88%
IC
905
Iconiq Capital
California
$340K +$7.4K +64 +2%
IAIM
906
International Assets Investment Management
Florida
$338K +$58.6K +507 +21%
BI
907
Ballast Inc
Kentucky
$336K +$46.8K +405 +16%
GFA
908
Gallagher Fiduciary Advisors
Illinois
$334K +$5.32K +46 +2%
PGFC
909
Peapack-Gladstone Financial Corp
New Jersey
$333K -$3.01K -26 -0.9%
CP
910
Cumberland Partners
Ontario, Canada
$332K +$332K +2,875 New
HTC
911
Haverford Trust Company
Pennsylvania
$332K – – –
CPW
912
Catalyst Private Wealth
California
$332K +$462 +4 +0.1%
C
913
Certuity
Florida
$331K +$3.93K +34 +1%
SAI
914
Systematic Alpha Investments
New Jersey
$331K – – –
SM
915
Sweeney & Michel
California
$330K +$330K +3,493 New
OAM
916
Ostrum Asset Management
France
$330K -$8.67K -75 -3%
LFASL
917
Lugano Financial Advisors SA (LFA)
Switzerland
$329K – – –
SAG
918
SageView Advisory Group
California
$325K -$442K -3,825 -58%
FWP
919
Forefront Wealth Partners
Texas
$325K +$325K +2,812 New
HIA
920
Harbor Investment Advisory
Maryland
$324K -$48.6K -420 -13%
GIA
921
Guyasuta Investment Advisors
Pennsylvania
$323K – – –
ACM
922
Advisors Capital Management
New Jersey
$323K +$45.7K +395 +16%
NW
923
Naviter Wealth
Arkansas
$323K +$30.4K +265 +10%
MFA
924
Mayflower Financial Advisors
Massachusetts
$320K +$17K +147 +6%
NC
925
North Capital
Utah
$318K +$318K +2,750 New
35 36
37
38 39