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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 %
TFM
951
TFC Financial Management
Massachusetts
$315K -$2.53K -19 -0.8%
SW
952
SteelPeak Wealth
California
$315K +$2.66K +20 +0.9%
DWM
953
Drive Wealth Management
Utah
$314K +$1.6K +12 +0.5%
WANY
954
Wealthspire Advisors (New York)
New York
$314K -$119K -896 -28%
OCM
955
Objective Capital Management
Ohio
$313K +$133 +1 +0%
RC
956
Roundview Capital
New Jersey
$312K +$266 +2 +0.1%
LWL
957
Leo Wealth LLC
Texas
$311K -$88.1K -662 -22%
WP
958
WealthPLAN Partners
Nebraska
$310K -$10.8K -81 -3%
CPWM
959
Cypress Point Wealth Management
Texas
$309K – – –
ACP
960
Aviance Capital Partners
Florida
$308K +$23.7K +178 +8%
CI
961
CX Institutional
Indiana
$308K +$126K +945 +69%
PTCG
962
Pring Turner Capital Group
California
$308K – – –
CWA
963
Canvas Wealth Advisors
Kansas
$307K +$307K +2,019 New
CWM
964
Connecticut Wealth Management
Connecticut
$306K – – –
JF
965
JSF Financial
California
$303K +$5.59K +42 +2%
SFA
966
Souders Financial Advisors
Ohio
$300K +$300K +2,257 New
CPC
967
Congress Park Capital
New York
$299K – – –
PP
968
PDS Planning
Ohio
$299K +$299K +2,247 New
SC
969
Savant Capital
Illinois
$299K +$5.59K +42 +2%
GAM
970
Groupama Asset Management
France
$298K -$28.2K -210 -9%
FFA
971
Founders Financial Alliance
North Carolina
$297K +$6.65K +50 +2%
SFP
972
Shepherd Financial Partners
Massachusetts
$297K – – –
MPM
973
MBB Public Markets
Illinois
$293K -$67K -504 -19%
BCM
974
Berbice Capital Management
New York
$293K +$9.98K +75 +4%
SIM
975
Sentry Investment Management
Wisconsin
$290K – – –
37 38
39
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