KKR icon

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
17.5%
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 %
P
1026
Pitcairn
Pennsylvania
$253K -$14K -105 -5%
CCA
1027
Conservest Capital Advisors
Pennsylvania
$253K +$931 +7 +0.4%
BCM
1028
Bienville Capital Management
New York
$252K +$252K +1,898 New
HIA
1029
Harbor Investment Advisory
Maryland
$252K -$120K -903 -32%
MCM
1030
MidAtlantic Capital Management
Virginia
$252K – – –
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +1,893 New
MMA
1032
Miracle Mile Advisors
California
$251K +$251K +1,886 New
IC
1033
Iconiq Capital
California
$250K -$141K -1,060 -36%
BMD
1034
Better Money Decisions
New Mexico
$249K – – –
FFP
1035
FourThought Financial Partners
Florida
$248K -$15.4K -116 -6%
CAG
1036
Csenge Advisory Group
Florida
$248K +$1.7K +14 +0.7%
LIA
1037
Lynx Investment Advisory
District of Columbia
$247K -$4.26K -32 -2%
SP
1038
Stablepoint Partners
Massachusetts
$246K +$246K +1,850 New
MAWA
1039
Moss Adams Wealth Advisors
Washington
$244K +$244K +1,836 New
NHT
1040
New Hampshire Trust
New Hampshire
$244K +$244K +1,836 New
NWA
1041
Navis Wealth Advisors
New York
$244K -$12.4K -93 -5%
Optiver Holding
1042
Optiver Holding
Netherlands
$243K +$187K +1,405 +332%
PFA
1043
Pettinga Financial Advisors
Indiana
$242K – – –
RWB
1044
RMR Wealth Builders
New Jersey
$241K +$241K +1,815 New
SWA
1045
Serenus Wealth Advisors
California
$240K – – –
BWL
1046
Bogart Wealth LLC
Virginia
$240K +$532 +4 +0.2%
ECM
1047
Evergreen Capital Management
Washington
$240K -$221K -1,660 -48%
KIA
1048
Knollwood Investment Advisory
Maryland
$239K – – –
William Blair Investment Management
1049
William Blair Investment Management
Illinois
$239K -$8.91K -67 -4%
MEAC
1050
M.E. Allison & Co
Texas
$238K – – –
40 41
42
43 44