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KKR & Co

1,276 hedge funds and large institutions have $49B invested in KKR & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 518 increasing their positions, 452 reducing their positions, and 253 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 452

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

1.66% less ownership

Funds ownership: 61.04%59.38% (-1.7%)

9% less funds holding

Funds holding: 1,4001,276 (-124)

17% less call options, than puts

Call options by funds: $943M | Put options by funds: $1.14B

29% less capital invested

Capital invested by funds: $69.3B → $49B (-$20.3B)

40% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 253

Holders
1,276
Holders Change
-124
Holders Change %
-8.86%
% of All Funds
15.72%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
153
Increased
518
Reduced
452
Closed
253
Calls
$943M
Puts
$1.14B
Net Calls
-$193M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
976
SSI Investment Management
California
$229K
BWP
977
BlueStem Wealth Partners
Minnesota
$226K +$39.8K +378 +18%
CPA
978
Capital Performance Advisors
California
$225K +$256K +2,430 New
NB
979
Northwest Bancshares
Pennsylvania
$224K
CG
980
Corundum Group
Colorado
$223K +$42.3K +401 +20%
DOA
981
D'Orazio & Associates
Virginia
$222K -$2.74K -26 -1%
BPC
982
Banque Pictet & Cie
Switzerland
$222K
JGC
983
J. Goldman & Co
New York
$222K +$253K +2,400 New
Fisher Asset Management
984
Fisher Asset Management
Washington
$222K -$5.38K -51 -2%
SHGA
985
Sand Hill Global Advisors
California
$220K
PCG
986
Prosperity Consulting Group
Maryland
$220K -$102K -970 -29%
PWP
987
Perfromance Wealth Partners
Illinois
$220K -$18.3M -173,585 -99%
SCP
988
Stamos Capital Partners
California
$218K +$248K +2,357 New
CCMG
989
Clark Capital Management Group
Pennsylvania
$216K +$42.8K +406 +21%
FGC
990
First Growth Capital
Maryland
$216K +$105 +1 +0%
PP
991
PDS Planning
Ohio
$214K -$11.3K -107 -4%
ACP
992
Aviance Capital Partners
Florida
$214K
DE
993
Defiance ETFs
New York
$211K +$241K +2,282 New
UWM
994
Urban Wealth Management
California
$210K -$116K -1,103 -33%
HCM
995
Howard Capital Management
Georgia
$209K -$233K -2,211 -49%
QWP
996
Quotient Wealth Partners
Texas
$209K -$54.8K -520 -19%
MCA
997
Millennium Capital Advisors
Arkansas
$209K -$94.9K -900 -29%
SWA
998
Stratos Wealth Advisors
Ohio
$209K -$35.9K -341 -13%
AWE
999
Avidian Wealth Enterprises
Texas
$208K +$20.9K +198 +10%
CWM
1000
Calamos Wealth Management
Illinois
$207K -$5.27K -50 -2%