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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
BPC
951
Banque Pictet & Cie
Switzerland
$355K
NCM
952
Northside Capital Management
Oregon
$353K -$75.6K -515 -18%
CI
953
Conning Inc
Connecticut
$353K +$350K +2,387 New
SHGA
954
Sand Hill Global Advisors
California
$352K -$7.34K -50 -2%
DWM
955
Drive Wealth Management
Utah
$352K +$1.61K +11 +0.5%
SW
956
SteelPeak Wealth
California
$351K +$7.63K +52 +2%
OCM
957
Objective Capital Management
Ohio
$348K -$6.6K -45 -2%
CWM
958
Connecticut Wealth Management
Connecticut
$347K +$344K +2,347 New
FNT
959
First National Trust
Pennsylvania
$346K +$293 +2 +0.1%
CCA
960
Cooper Capital Advisors
California
$345K +$342K +2,333 New
CPWM
961
Cypress Point Wealth Management
Texas
$344K -$24.2K -165 -7%
PPG
962
Peak Planning Group
Colorado
$344K +$81K +552 +31%
VVP
963
Vulcan Value Partners
Alabama
$343K -$272M -1,851,795 -100%
BTI
964
Blue Trust Inc
Georgia
$342K -$335K -2,280 -50%
HCP
965
Hexagon Capital Partners
Arkansas
$342K -$8.36K -57 -2%
TBT
966
Texas Bank & Trust
Texas
$340K +$337K +2,300 New
WWG
967
West Wealth Group
California
$340K +$15.8K +108 +5%
TAM
968
Tocqueville Asset Management
New York
$339K
1C
969
111 Capital
France
$338K +$335K +2,284 New
PTCG
970
Pring Turner Capital Group
California
$337K
BCM
971
Brookstone Capital Management
Illinois
$335K +$333K +2,267 New
AA
972
Alta Advisers
United Kingdom
$335K +$53.3K +363 +19%
KWM
973
Kingsview Wealth Management
Oregon
$333K +$44.3K +302 +15%
BS
974
Banco Santander
Spain
$331K +$328K +2,238 New
QWP
975
Quotient Wealth Partners
Texas
$331K +$18.3K +125 +6%

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.