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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 %
BTI
926
Blue Trust Inc
Georgia
$314K +$46.7K +404 +17%
SC
927
Syon Capital
California
$313K +$313K +2,709 New
MPM
928
MBB Public Markets
Illinois
$313K +$313K +2,705 New
CCA
929
Childress Capital Advisors
Texas
$312K -$26.7K -231 -8%
AFA
930
AA Financial Advisors
Ohio
$310K +$23.1K +200 +8%
BIG
931
Brookwood Investment Group
Arizona
$310K +$310K +2,685 New
WTB
932
Washington Trust Bank
Washington
$306K -$116 -1 -0%
CLOS
933
Compagnie Lombard Odier SCmA
Switzerland
$305K +$217K +1,876 +245%
NFSG
934
Newbridge Financial Services Group
Florida
$305K -$11.3K -98 -4%
BS
935
Banco Santander
Spain
$304K +$45.7K +395 +18%
AMBIA
936
Allen Mooney & Barnes Investment Advisors
Georgia
$304K – – –
MC
937
Middleton & Co
Massachusetts
$303K – – –
CW
938
CreativeOne Wealth
Kansas
$302K +$79.9K +691 +36%
BCM
939
Brookstone Capital Management
Illinois
$302K +$40.2K +348 +15%
EWM
940
Evercore Wealth Management
New York
$301K -$1.73K -15 -0.6%
SWA
941
Stratos Wealth Advisors
Ohio
$300K -$33.8K -292 -10%
AF
942
Advisornet Financial
Minnesota
$300K +$47.9K +414 +19%
OWP
943
ORG Wealth Partners
Texas
$297K +$297K +2,523 New
CB
944
CNB Bank
Pennsylvania
$295K +$295K +2,555 New
SOAMC
945
Spirit of America Management Corp
New York
$295K +$191K +1,650 +183%
AAP
946
Arax Advisory Partners
Colorado
$293K -$10.2K -88 -3%
PCIG
947
Partners Capital Investment Group
Massachusetts
$292K +$292K +2,529 New
MCWA
948
Meadow Creek Wealth Advisors
Georgia
$290K -$52.3K -452 -15%
PAS
949
Point72 Asia (Singapore)
Singapore
$289K +$289K +2,503 New
AWM
950
Axxcess Wealth Management
California
$289K -$666K -5,762 -70%
36 37
38
39 40