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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
17.49%
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 %
CT
1101
Chicago Trust
Illinois
$204K +$204K +1,537 New
GL
1102
Graypoint LLC
New York
$203K +$203K +1,524 New
CIAS
1103
Capital Investment Advisory Services
North Carolina
$202K +$202K +1,517 New
CA
1104
Crumly & Associates
Illinois
$202K +$202K +1,517 New
WCM
1105
Wallace Capital Management
Texas
$201K +$201K +1,513 New
MYIA
1106
Mount Yale Investment Advisors
Colorado
$201K +$201K +1,513 New
MA
1107
Montag & Associates
Georgia
$200K -$202K -1,519 -50%
HI
1108
Hoey Investments
Pennsylvania
$187K -$665 -5 -0.4%
TSMHT
1109
Thurston Springer Miller Herd & Titak
Indiana
$185K -$6.65K -50 -3%
PTC
1110
Private Trust Company
Ohio
$174K -$62.4K -469 -26%
YP
1111
YANKCOM Partnership
South Dakota
$170K +$53.5K +402 +46%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$169K -$9.85K -74 -6%
AF
1113
Advisornet Financial
Minnesota
$166K -$179K -1,349 -52%
CTC
1114
Central Trust Company
Missouri
$160K +$3.59K +27 +2%
HAP
1115
Harbor Asset Planning
Massachusetts
$159K +$159K +1,197 New
HBT
1116
Hills Bank & Trust
Iowa
$155K +$155K +1,165 New
HFS
1117
Hantz Financial Services
Michigan
$154K -$7.71K -58 -5%
WB
1118
Webster Bank
Connecticut
$152K -$40.7K -306 -21%
M
1119
MOTCO
Texas
$151K – – –
FP
1120
Financial Perspectives
Minnesota
$149K – – –
EWP
1121
Elevation Wealth Partners
California
$149K – – –
OCM
1122
Osterweis Capital Management
California
$140K +$140K +1,054 New
Loomis, Sayles & Company
1123
Loomis, Sayles & Company
Massachusetts
$140K +$39K +293 +39%
BCM
1124
Boreal Capital Management
Florida
$134K +$134K +1,009 New
VWM
1125
Vermillion Wealth Management
Minnesota
$134K +$266 +2 +0.2%
43 44
45
46 47