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KKR & Co

1,396 hedge funds and large institutions have $69.3B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 510 increasing their positions, 516 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $68.8B → $69.3B (+$499M)

1% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 516

48% less call options, than puts

Call options by funds: $680M | Put options by funds: $1.32B

Holders
1,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$680M
Puts
$1.32B
Net Calls
Net Calls Change

Top Sellers

1 -$514M
2 -$394M
3 -$352M
4
Invesco
Invesco
Georgia
-$325M
5
BlackRock
BlackRock
New York
-$321M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1026
Dynasty Wealth Management
Florida
$283K
TFM
1027
TFC Financial Management
Massachusetts
$282K
RIA
1028
Rhodes Investment Advisors
Texas
$278K
BCM
1029
Boltwood Capital Management
California
$278K
MW
1030
Maia Wealth
Colorado
$278K
KFGK
1031
Keystone Financial Group (Kentucky)
Kentucky
$277K
NI
1032
Natural Investments
California
$277K
FPGK
1033
Financial Partners Group (Kansas)
Kansas
$277K
MHR
1034
Matthew Hamilton Rosenberg
$276K
TWM
1035
Tripletail Wealth Management
Florida
$275K
FFA
1036
Founders Financial Alliance
North Carolina
$274K
FWM
1037
FFT Wealth Management
Pennsylvania
$274K
CH
1038
Cromwell Holdings
Wyoming
$271K
LF
1039
Lantz Financial
Illinois
$270K
CW
1040
CreativeOne Wealth
Kansas
$268K
SIM
1041
Sentry Investment Management
Wisconsin
$268K
BMC
1042
Beaton Management Company
Massachusetts
$268K
SP
1043
SmartHarvest Portfolios
Washington
$268K
KWM
1044
Kingsview Wealth Management
Oregon
$267K
1C
1045
111 Capital
France
$266K
WP
1046
WealthPLAN Partners
Nebraska
$265K
RC
1047
Roundview Capital
New Jersey
$265K
WWG
1048
West Wealth Group
California
$264K
AF
1049
Advisornet Financial
Minnesota
$264K
BWP
1050
BlueStem Wealth Partners
Minnesota
$264K