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KKR & Co

1,317 hedge funds and large institutions have $71.3B invested in KKR & Co in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 528 increasing their positions, 441 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,2751,317 (+42)

1.18% more ownership

Funds ownership: 58.97%60.15% (+1.2%)

19% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.44B

Holders
1,317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.44B
Net Calls
Net Calls Change

Top Sellers

1 -$1.33B
2 -$335M
3 -$242M
4
Amundi
Amundi
France
-$204M
5
Invesco
Invesco
Georgia
-$170M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1051
Serenus Wealth Advisors
California
$240K
BWL
1052
Bogart Wealth LLC
Virginia
$240K
ECM
1053
Evergreen Capital Management
Washington
$240K
KIA
1054
Knollwood Investment Advisory
Maryland
$239K
William Blair Investment Management
1055
William Blair Investment Management
Illinois
$239K
MEAC
1056
M.E. Allison & Co
Texas
$238K
FHA
1057
Flagship Harbor Advisors
Massachusetts
$238K
CSPIA
1058
Cary Street Partners Investment Advisory
Virginia
$238K
PTP
1059
Platform Technology Partners
New York
$237K
SCA
1060
Sandy Cove Advisors
Massachusetts
$236K
OL
1061
OneFund LLC
Florida
$236K
EFM
1062
E Fund Management
China
$235K
FCM
1063
FJ Capital Management
Virginia
$234K
DWA
1064
Douglass Winthrop Advisors
New York
$233K
RLIM
1065
Red Lighthouse Investment Management
New York
$231K
SAI
1066
Savvy Advisors Inc
New York
$230K
GM
1067
GeoWealth Management
Illinois
$230K
HWA
1068
Heartwood Wealth Advisors
Virginia
$229K
NS
1069
NBC Securities
Alabama
$229K
MWM
1070
Modera Wealth Management
New Jersey
$228K
AWF
1071
Alpha Wealth Funds
Utah
$228K
AWM
1072
Axxcess Wealth Management
California
$228K
AAM
1073
Aureus Asset Management
Massachusetts
$227K
BFG
1074
Birch Financial Group
New Hampshire
$226K
PFA
1075
Professional Financial Advisors
Nebraska
$223K