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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 %
CCA
1076
Catalyst Capital Advisors
New York
$218K – – –
LF
1077
Lantz Financial
Illinois
$216K -$40.8K -307 -16%
NP
1078
Nilsine Partners
Colorado
$216K +$216K +1,625 New
BIG
1079
Brookwood Investment Group
Arizona
$214K -$143K -1,073 -40%
VCM
1080
Versant Capital Management
Arizona
$214K +$139K +1,042 +183%
MLL
1081
Moody Lynn & Lieberson
Massachusetts
$214K +$214K +1,611 New
MPWT
1082
MassMutual Private Wealth & Trust
Connecticut
$213K -$10.9K -82 -5%
TAM
1083
Tocqueville Asset Management
New York
$213K -$34.6K -260 -14%
WJWM
1084
Williams Jones Wealth Management
New York
$213K +$213K +1,600 New
TW
1085
TritonPoint Wealth
Maryland
$212K +$212K +1,597 New
SAS
1086
Stelac Advisory Services
New York
$212K +$212K +1,595 New
AWE
1087
Avidian Wealth Enterprises
Texas
$211K +$211K +1,584 New
TBWA
1088
Three Bridge Wealth Advisors
California
$210K +$210K +1,577 New
KA
1089
KLCM Advisors
Wisconsin
$210K +$210K +1,577 New
RCAG
1090
Rehmann Capital Advisory Group
Michigan
$208K +$208K +1,563 New
SI
1091
Stonekeep Investments
New Mexico
$208K +$208K +1,562 New
GBA
1092
Garrison Bradford & Associates
New York
$208K -$13.3K -100 -6%
BBA
1093
BLB&B Advisors
Pennsylvania
$208K +$208K +1,560 New
SA
1094
Sovran Advisors
California
$207K +$207K +1,503 New
LWM
1095
Lodestone Wealth Management
Washington
$207K +$207K +1,554 New
SWP
1096
Semus Wealth Partners
Florida
$207K +$207K +1,553 New
RAG
1097
RIA Advisory Group
Iowa
$206K +$206K +1,548 New
SFS
1098
Sowell Financial Services
Arkansas
$206K -$462K -3,471 -69%
TP
1099
Tranquility Partners
Tennessee
$205K +$205K +1,543 New
FLPIM
1100
F.L. Putnam Investment Management
Massachusetts
$205K +$205K +1,542 New
42 43
44
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