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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
OL
1026
OneFund LLC
Florida
$172K -$7.06K -67 -3%
QCG
1027
Quadrant Capital Group
Ohio
$171K -$1.32M -12,495 -87%
TFM
1028
TFC Financial Management
Massachusetts
$170K -$39.5K -375 -17%
CF
1029
Centaurus Financial
California
$170K -$723K -6,862 -79%
PTC
1030
Private Trust Company
Ohio
$169K -$5.17K -49 -3%
BWL
1031
Bogart Wealth LLC
Virginia
$167K
MHR
1032
Matthew Hamilton Rosenberg
$164K -$40.9K -388 -18%
GSWM
1033
Golden State Wealth Management
California
$164K -$200K -1,902 -52%
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$159K -$26.6K -252 -13%
ISWM
1035
Intesa Sanpaolo Wealth Management
$159K +$177K +1,680 +4,098%
UAM
1036
Unison Asset Management
Florida
$154K
MA
1037
Montag & Associates
Georgia
$139K
CH
1038
Cromwell Holdings
Wyoming
$133K -$72.1K -684 -32%
QL
1039
Quarry LP
New York
$133K +$82.3K +781 +119%
SAS
1040
Stelac Advisory Services
New York
$132K -$4.22K -40 -3%
Loomis, Sayles & Company
1041
Loomis, Sayles & Company
Massachusetts
$130K -$27.5K -261 -16%
HI
1042
Hoey Investments
Pennsylvania
$130K
AIS
1043
Advocate Investing Services
Maryland
$130K
UCB
1044
United Community Bank
South Carolina
$128K +$7.38K +70 +5%
TWM
1045
Tripletail Wealth Management
Florida
$121K -$116K -1,100 -45%
MA
1046
MCF Advisors
Kentucky
$121K -$5.8K -55 -4%
HBT
1047
Hills Bank & Trust
Iowa
$120K -$240K -2,274 -64%
TVWM
1048
Tower View Wealth Management
Wisconsin
$116K +$316 +3 +0.2%
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$116K -$10.9K -103 -8%
ACA
1050
Atlas Capital Advisors
Wyoming
$113K +$44.5K +422 +53%