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KKR & Co

1,289 hedge funds and large institutions have $61.8B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 518 increasing their positions, 440 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 440

0.19% more ownership

Funds ownership: 60.08%60.27% (+0.19%)

9% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 179

3% less funds holding

Funds holding: 1,3281,289 (-39)

22% less capital invested

Capital invested by funds: $78.9B → $61.8B (-$17.1B)

29% less call options, than puts

Call options by funds: $645M | Put options by funds: $915M

33% less funds holding in top 10

Funds holding in top 10: 5436 (-18)

Holders
1,289
Holders Change
-39
Holders Change %
-2.94%
% of All Funds
17.28%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.48%
New
163
Increased
518
Reduced
440
Closed
179
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
926
Sweeney & Michel
California
$330K +$481K +3,493 New
OAM
927
Ostrum Asset Management
France
$330K -$10.3K -75 -3%
LFASL
928
Lugano Financial Advisors SA (LFA)
Switzerland
$329K
SAG
929
SageView Advisory Group
California
$325K -$526K -3,825 -58%
FWP
930
Forefront Wealth Partners
Texas
$325K +$387K +2,812 New
HIA
931
Harbor Investment Advisory
Maryland
$324K -$57.8K -420 -13%
GIA
932
Guyasuta Investment Advisors
Pennsylvania
$323K
ACM
933
Advisors Capital Management
New Jersey
$323K +$54.3K +395 +16%
NW
934
Naviter Wealth
Arkansas
$323K +$36.5K +265 +10%
MFA
935
Mayflower Financial Advisors
Massachusetts
$320K +$20.2K +147 +6%
NC
936
North Capital
Utah
$318K +$378K +2,750 New
BTI
937
Blue Trust Inc
Georgia
$314K +$55.6K +404 +17%
SC
938
Syon Capital
California
$313K +$373K +2,709 New
MPM
939
MBB Public Markets
Illinois
$313K +$372K +2,705 New
CCA
940
Childress Capital Advisors
Texas
$312K -$31.8K -231 -8%
AFA
941
AA Financial Advisors
Ohio
$310K +$27.5K +200 +8%
BIG
942
Brookwood Investment Group
Arizona
$310K +$369K +2,685 New
WTB
943
Washington Trust Bank
Washington
$306K -$138 -1 -0%
CLOS
944
Compagnie Lombard Odier SCmA
Switzerland
$305K +$258K +1,876 +245%
NFSG
945
Newbridge Financial Services Group
Florida
$305K -$13.5K -98 -4%
BS
946
Banco Santander
Spain
$304K +$54.3K +395 +18%
AMBIA
947
Allen Mooney & Barnes Investment Advisors
Georgia
$304K
MC
948
Middleton & Co
Massachusetts
$303K
CW
949
CreativeOne Wealth
Kansas
$302K +$95.1K +691 +36%
BCM
950
Brookstone Capital Management
Illinois
$302K +$47.9K +348 +15%

KKR Hedge Fund Activity: Q1 2025 in Review

1,289 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2025, worth a combined $61.8B — down 22% from $78.9B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of KKR and 163 opened new positions — a net loss of 16 holders — while 440 trimmed existing stakes and 518 added.

The largest buyer was Jennison Associates, adding an estimated $592M. The largest seller was Capital World Investors, cutting an estimated $1.04B.

  • 1,289 institutional investors held KKR & Co (KKR) as of Q1 2025, down from 1,328 in Q4 2024.
  • Funds reported $61.8B of KKR & Co stock for Q1 2025, down 22% quarter-over-quarter.
  • 163 funds opened new KKR & Co positions in Q1 2025 and 179 closed out, a net change of -16 holders.
  • The largest KKR & Co buyer in Q1 2025 was Jennison Associates, an estimated $592M added.
  • The largest KKR & Co seller in Q1 2025 was Capital World Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2025.