KKR icon

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 110 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
110
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 %
KA
926
Klingman & Associates
New York
$346K +$346K +2,602 New
EWM
927
Evercore Wealth Management
New York
$346K – – –
SWA
928
Stratos Wealth Advisors
Ohio
$346K +$665 +5 +0.2%
AGC
929
Aspen Grove Capital
Colorado
$343K -$53.2K -400 -13%
GS
930
GTS Securities
New York
$342K -$311K -2,337 -48%
RBWA
931
RFG - Bristol Wealth Advisors
Massachusetts
$339K -$126K -949 -27%
FRA
932
Frank Rimerman Advisors
California
$337K -$71K -534 -17%
PCIG
933
Partners Capital Investment Group
Massachusetts
$336K – – –
TNBTD
934
Trustmark National Bank Trust Department
Mississippi
$333K – – –
WAM
935
Wallington Asset Management
Indiana
$333K – – –
Wolverine Trading
936
Wolverine Trading
Illinois
$332K -$901K -6,710 -73%
WWG
937
West Wealth Group
California
$329K -$7.37K -51 -2%
SIM
938
SSI Investment Management
California
$329K -$162K -1,221 -33%
DTL
939
Dynamic Technology Lab
Singapore
$329K -$1.15M -8,600 -78%
FCH
940
Freestone Capital Holdings
Washington
$329K +$4.92K +37 +2%
AG
941
Ascent Group
Virginia
$326K +$2K +15 +0.6%
VSQM
942
V-Square Quantitative Management
Illinois
$326K -$504K -3,787 -61%
WMA
943
Wealth Management Associates
New Jersey
$324K +$57.5K +432 +22%
PA
944
Procyon Advisors
Connecticut
$323K -$2.96M -22,222 -90%
NB
945
Northwest Bancshares
Pennsylvania
$323K – – –
DOA
946
D'Orazio & Associates
Virginia
$320K -$1.46K -11 -0.5%
BPC
947
Banque Pictet & Cie
Switzerland
$319K – – –
AWM
948
Aprio Wealth Management
Georgia
$319K +$319K +2,398 New
SHGA
949
Sand Hill Global Advisors
California
$317K – – –
FIA
950
Foundations Investment Advisors
Arizona
$317K +$11.2K +84 +4%
36 37
38
39 40