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KKR & Co

1,329 hedge funds and large institutions have $78.9B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 494 increasing their positions, 424 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 59

38% more funds holding in top 10

Funds holding in top 10: 3954 (+15)

17% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 424

14% more capital invested

Capital invested by funds: $69.4B → $78.9B (+$9.53B)

13% more funds holding

Funds holding: 1,1741,329 (+155)

0.16% more ownership

Funds ownership: 59.92%60.08% (+0.16%)

12% less call options, than puts

Call options by funds: $833M | Put options by funds: $945M

Holders
1,329
Holders Change
+155
Holders Change %
+13.2%
% of All Funds
17.5%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.71%
New
235
Increased
494
Reduced
424
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
926
LGL Partners
Pennsylvania
$383K +$15.8K +108 +4%
TDC
927
Thompson Davis & Co
Virginia
$383K +$38.3K +261 +11%
HFS
928
Hantz Financial Services
Michigan
$382K -$9.54K -65 -2%
MGIA
929
Moneta Group Investment Advisors
Missouri
$382K +$45.3K +309 +14%
TFM
930
TFC Financial Management
Massachusetts
$378K
NW
931
Naviter Wealth
Arkansas
$376K +$39.3K +268 +12%
SGI
932
Summit Global Investments
Utah
$372K +$369K +2,517 New
SAM
933
Silvercrest Asset Management
New York
$371K
TNBTD
934
Trustmark National Bank Trust Department
Mississippi
$370K -$73.4K -500 -17%
BI
935
Ballast Inc
Kentucky
$370K
AFA
936
AA Financial Advisors
Ohio
$368K +$92.7K +632 +34%
AC
937
Avestar Capital
New York
$366K +$49.7K +339 +16%
REMPR
938
Roof Eidam Maycock Peralta (REMP)
California
$365K +$734 +5 +0.2%
KNW
939
Kesler Norman & Wride
Utah
$363K -$759K -5,172 -68%
FHA
940
Flagship Harbor Advisors
Massachusetts
$361K +$7.48K +51 +2%
IAIM
941
International Assets Investment Management
Florida
$361K -$50M -340,562 -99%
CWM
942
Congress Wealth Management
Massachusetts
$360K +$357K +2,436 New
DOA
943
D'Orazio & Associates
Virginia
$360K +$880 +6 +0.2%
TC
944
Taika Capital
Florida
$359K +$357K +2,430 New
NB
945
Northwest Bancshares
Pennsylvania
$359K -$44K -300 -11%
ATS
946
Ashton Thomas Securities
New York
$357K +$268K +1,825 +308%
FCH
947
Freestone Capital Holdings
Washington
$356K -$3.96K -27 -1%
XT
948
XTX Topco
Cayman Islands
$356K -$2.28M -15,514 -87%
ACM
949
Advisors Capital Management
New Jersey
$355K -$34.3K -234 -9%
RC
950
Roundview Capital
New Jersey
$355K +$352K +2,401 New

KKR Hedge Fund Activity: Q4 2024 in Review

1,329 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2024, worth a combined $78.9B — up 14% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new KKR positions and 59 closed out — a net gain of 176 holders — while 494 added to existing stakes and 424 trimmed.

The largest buyer was Nuveen, adding an estimated $498M. The largest seller was Capital International Investors, cutting an estimated $675M.

  • 1,329 institutional investors held KKR & Co (KKR) as of Q4 2024, up from 1,174 in Q3 2024.
  • Funds reported $78.9B of KKR & Co stock for Q4 2024, up 14% quarter-over-quarter.
  • 235 funds opened new KKR & Co positions in Q4 2024 and 59 closed out, a net change of +176 holders.
  • The largest KKR & Co buyer in Q4 2024 was Nuveen, an estimated $498M added.
  • The largest KKR & Co seller in Q4 2024 was Capital International Investors, an estimated $675M sold.

Based on aggregated 13F filings for Q4 2024.