KKR icon

KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1026
Avestar Capital
New York
$228K -$57.9K -501 -20%
BIG
1027
Brooklyn Investment Group
New York
$225K +$71.5K +619 +47%
KWM
1028
Kingsview Wealth Management
Oregon
$224K -$36K -311 -14%
GWSG
1029
GPS Wealth Strategies Group
Colorado
$224K +$116 +1 +0.1%
LF
1030
Lantz Financial
Illinois
$224K -$231 -2 -0.1%
NWA
1031
Navis Wealth Advisors
New York
$222K -$578 -5 -0.3%
DJSG
1032
D.J. St. Germain
Massachusetts
$222K -$1.16K -10 -0.5%
CAM
1033
Concorde Asset Management
Michigan
$221K +$110 +1 +0%
SCA
1034
Sandy Cove Advisors
Massachusetts
$220K +$9.94K +86 +5%
MCM
1035
MidAtlantic Capital Management
Virginia
$219K – – –
Fisher Asset Management
1036
Fisher Asset Management
Washington
$219K +$27.5K +238 +14%
CCA
1037
Conservest Capital Advisors
Pennsylvania
$219K +$116 +1 +0.1%
LIA
1038
Lynx Investment Advisory
District of Columbia
$218K – – –
NAS
1039
Nicolet Advisory Services
Wisconsin
$218K +$42.2K +414 +24%
BMD
1040
Better Money Decisions
New Mexico
$216K – – –
EFM
1041
E Fund Management
China
$216K +$23.1K +200 +12%
William Blair Investment Management
1042
William Blair Investment Management
Illinois
$215K +$40K +346 +23%
GSIAS
1043
Garden State Investment Advisory Services
New Jersey
$215K – – –
TAM
1044
Tocqueville Asset Management
New York
$215K -$50.3K -435 -19%
ANTB
1045
AMG National Trust Bank
Colorado
$215K -$37.6K -325 -15%
SIA
1046
Soltis Investment Advisors
Utah
$214K +$8.56K +74 +4%
CWM
1047
Calamos Wealth Management
Illinois
$213K -$240K -2,072 -53%
PFA
1048
Pettinga Financial Advisors
Indiana
$211K – – –
CAG
1049
Csenge Advisory Group
Florida
$210K +$14.6K +141 +7%
SCP
1050
Sivia Capital Partners
California
$210K +$15.7K +136 +8%
40 41
42
43 44