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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 %
FHA
1051
Flagship Harbor Advisors
Massachusetts
$238K -$39.4K -296 -14%
CSPIA
1052
Cary Street Partners Investment Advisory
Virginia
$238K +$19K +143 +9%
PTP
1053
Platform Technology Partners
New York
$237K – – –
SCA
1054
Sandy Cove Advisors
Massachusetts
$236K -$16.2K -122 -6%
OL
1055
OneFund LLC
Florida
$236K +$5.32K +40 +2%
EFM
1056
E Fund Management
China
$235K -$14.2K -107 -6%
FCM
1057
FJ Capital Management
Virginia
$234K -$753K -5,663 -76%
DWA
1058
Douglass Winthrop Advisors
New York
$233K -$33.3K -250 -13%
RLIM
1059
Red Lighthouse Investment Management
New York
$231K +$231K +1,739 New
SAI
1060
Savvy Advisors Inc
New York
$230K +$230K +1,727 New
GM
1061
GeoWealth Management
Illinois
$230K -$7.18K -54 -3%
HWA
1062
Heartwood Wealth Advisors
Virginia
$229K +$229K +1,723 New
NS
1063
NBC Securities
Alabama
$229K +$52K +391 +29%
MWM
1064
Modera Wealth Management
New Jersey
$228K +$228K +1,716 New
AWF
1065
Alpha Wealth Funds
Utah
$228K +$228K +1,700 New
AWM
1066
Axxcess Wealth Management
California
$228K -$105K -789 -32%
AAM
1067
Aureus Asset Management
Massachusetts
$227K +$227K +1,710 New
MWM
1068
Modern Wealth Management
Kansas
$225K +$225K +1,687 New
PFA
1069
Professional Financial Advisors
Nebraska
$223K -$1.35M -10,132 -86%
UAM
1070
Unison Asset Management
Florida
$222K +$222K +1,668 New
FPGK
1071
Financial Partners Group (Kansas)
Kansas
$222K +$222K +1,666 New
AAS
1072
Ameritas Advisory Services
Nebraska
$220K -$358K -2,694 -62%
RFN
1073
Redwood Financial Network
Ohio
$220K +$220K +1,652 New
AOWM
1074
Alpha Omega Wealth Management
Virginia
$220K +$220K +1,651 New
TVWM
1075
Tower View Wealth Management
Wisconsin
$218K +$266 +2 +0.1%
41 42
43
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