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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 %
ACM
1101
Aster Capital Management
United Arab Emirates
$101K -$1.14M -8,409 -92%
NB
1102
NBT Bank
New York
$99.4K – – –
CPG
1103
Cornerstone Planning Group
New Jersey
$96K +$3.95K +37 +4%
VNA
1104
Valley National Advisers
Pennsylvania
$94K +$24.6K +213 +35%
CH
1105
Canton Hathaway
Rhode Island
$92K – – –
Loomis, Sayles & Company
1106
Loomis, Sayles & Company
Massachusetts
$88K +$35.2K +303 +67%
TFGT
1107
TS Financial Group (TSFG)
Illinois
$84K – – –
Bank Julius Baer & Co
1108
Bank Julius Baer & Co
Switzerland
$83.7K -$2.09K -16 -2%
CCM
1109
Cloud Capital Management
Washington
$83K +$83K +723 New
GWP
1110
Gen-Wealth Partners
Michigan
$82.1K – – –
HWM
1111
Hemington Wealth Management
Virginia
$82K +$9.52K +83 +13%
OWA
1112
Opal Wealth Advisors
New York
$82K +$82K +709 New
TFIPS
1113
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.6K +$15K +130 +24%
API
1114
Asset Planning Inc
California
$77.1K +$116 +1 +0.2%
HI
1115
Harbour Investments
Wisconsin
$77K -$61.2K -529 -44%
GWS
1116
Greykasell Wealth Strategies
California
$72.6K +$72.6K +628 New
RWM
1117
Rialto Wealth Management
New York
$69.4K – – –
BTD
1118
BankPlus Trust Department
Mississippi
$69K +$18.2K +157 +36%
ACA
1119
American Capital Advisory
Idaho
$68.6K -$3.7K -32 -5%
WF
1120
Wayfinding Financial
Washington
$68K +$68K +594 New
CFO
1121
CVA Family Office
Colorado
$66.5K – – –
WTA
1122
Washington Trust Advisors
Massachusetts
$66.2K +$3.12K +27 +5%
VCM
1123
Versant Capital Management
Arizona
$65.8K +$8.67K +75 +15%
AIM
1124
Arcadia Investment Management
Michigan
$65.7K – – –
CVM
1125
Cheviot Value Management
California
$65.5K +$65.5K +571 New
43 44
45
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