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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 %
DBIA
1001
Dumont & Blake Investment Advisors
New Jersey
$266K -$3.86K -29 -1%
BMC
1002
Benin Management Corp
Connecticut
$266K – – –
GFL
1003
Granite FO LLC
New Hampshire
$266K – – –
HA
1004
Harbor Advisors
Florida
$266K – – –
FA
1005
Fortis Advisors
Pennsylvania
$266K – – –
ICM
1006
Ionic Capital Management
New York
$266K +$266K +2,000 New
MSE
1007
MUFG Securities EMEA
United Kingdom
$266K +$266K +2,000 New
OC
1008
Opinicus Capital
Florida
$265K +$265K +1,994 New
IWM
1009
Integris Wealth Management
California
$264K +$266 +2 +0.1%
CCP
1010
Carmel Capital Partners
California
$264K +$28.7K +216 +12%
FWM
1011
FFT Wealth Management
Pennsylvania
$264K +$264K +1,855 New
NAM
1012
NorthCrest Asset Manangement
Minnesota
$262K +$262K +1,890 New
CAM
1013
Covenant Asset Management
New Jersey
$260K -$3.97M -29,823 -94%
AC
1014
Avestar Capital
New York
$259K -$3.33K -25 -1%
SIA
1015
Soltis Investment Advisors
Utah
$259K +$12.6K +95 +5%
GWSG
1016
GPS Wealth Strategies Group
Colorado
$258K +$266 +2 +0.1%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$258K -$73.3K -551 -22%
PCM
1018
Prelude Capital Management
New York
$258K +$258K +1,936 New
HCM
1019
Hilton Capital Management
New York
$257K +$257K +1,932 New
ETC
1020
Exchange Traded Concepts
Oklahoma
$257K -$532K -3,997 -67%
KWM
1021
Kingsview Wealth Management
Oregon
$256K -$2.4K -18 -0.9%
DJSG
1022
D.J. St. Germain
Massachusetts
$255K – – –
HP
1023
Holistic Planning
Texas
$255K +$255K +1,914 New
GSIAS
1024
Garden State Investment Advisory Services
New Jersey
$254K +$6.65K +50 +3%
OWP
1025
ORG Wealth Partners
Texas
$253K -$81.2K -613 -24%
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