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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 %
SWA
1051
Serenus Wealth Advisors
California
$209K – – –
MWM
1052
Moran Wealth Management
Florida
$208K +$45.6K +394 +28%
KIA
1053
Knollwood Investment Advisory
Maryland
$208K – – –
BWL
1054
Bogart Wealth LLC
Virginia
$208K -$6.01K -52 -3%
MEAC
1055
M.E. Allison & Co
Texas
$207K – – –
GM
1056
GeoWealth Management
Illinois
$206K -$37.1K -321 -15%
PTP
1057
Platform Technology Partners
New York
$206K – – –
PTC
1058
Private Trust Company
Ohio
$205K +$49K +424 +31%
SIM
1059
Sentry Investment Management
Wisconsin
$205K +$8.01K +82 +4%
CCP
1060
Carmel Capital Partners
California
$204K – – –
OL
1061
OneFund LLC
Florida
$200K -$2.2K -19 -1%
MPWT
1062
MassMutual Private Wealth & Trust
Connecticut
$195K +$66.6K +576 +52%
GBA
1063
Garrison Bradford & Associates
New York
$192K – – –
CSPIA
1064
Cary Street Partners Investment Advisory
Virginia
$190K +$231 +2 +0.1%
TVWM
1065
Tower View Wealth Management
Wisconsin
$189K +$231 +2 +0.1%
CCA
1066
Catalyst Capital Advisors
New York
$189K -$25.4K -220 -12%
ACA
1067
Atlas Capital Advisors
Wyoming
$185K -$1.53M -13,203 -89%
BBHC
1068
Brown Brothers Harriman & Co
New York
$184K -$1.04K -9 -0.6%
NRG
1069
Nemes Rush Group
Michigan
$179K -$19.1K -165 -10%
WB
1070
Webster Bank
Connecticut
$167K – – –
TSMHT
1071
Thurston Springer Miller Herd & Titak
Indiana
$167K +$140K +1,215 +533%
HI
1072
Hoey Investments
Pennsylvania
$163K – – –
CI
1073
CX Institutional
Indiana
$159K +$159K +1,372 New
PFBT
1074
Parkside Financial Bank & Trust
Missouri
$155K +$6.24K +54 +4%
HT
1075
Headlands Technologies
Illinois
$153K +$153K +1,325 New
41 42
43
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