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KKR & Co

1,367 hedge funds and large institutions have $68.8B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 573 increasing their positions, 433 reducing their positions, and 88 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 funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $71.3B → $68.8B (-$2.55B)

16% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.37B

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

Holders
1,367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15B
Puts
$1.37B
Net Calls
Net Calls Change

Top Sellers

1 -$318M
2 -$284M
3 -$272M
4
Coatue Management
Coatue Management
New York
-$216M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1101
Platform Technology Partners
New York
$231K
4WM
1102
44 Wealth Management
Oregon
$231K
William Blair Investment Management
1103
William Blair Investment Management
Illinois
$230K
SWM
1104
Scissortail Wealth Management
Oklahoma
$230K
LF
1105
Lantz Financial
Illinois
$229K
EFG
1106
Everhart Financial Group
Ohio
$229K
DWA
1107
Douglass Winthrop Advisors
New York
$227K
RLIM
1108
Red Lighthouse Investment Management
New York
$226K
VCM
1109
Versant Capital Management
Arizona
$226K
GM
1110
GeoWealth Management
Illinois
$226K
AF
1111
Advisornet Financial
Minnesota
$225K
GSIAS
1112
Garden State Investment Advisory Services
New Jersey
$225K
BFG
1113
Birch Financial Group
New Hampshire
$224K
HWA
1114
Heartwood Wealth Advisors
Virginia
$224K
AWE
1115
Avidian Wealth Enterprises
Texas
$224K
SWP
1116
Semus Wealth Partners
Florida
$223K
1WM
1117
1900 Wealth Management
Texas
$223K
AAM
1118
Aureus Asset Management
Massachusetts
$222K
PGFC
1119
Peapack-Gladstone Financial Corp
New Jersey
$222K
MWM
1120
Modera Wealth Management
New Jersey
$222K
TWM
1121
Tripletail Wealth Management
Florida
$221K
HB
1122
Horizon Bancorp
Indiana
$221K
OWP
1123
ORG Wealth Partners
Texas
$220K
Loomis, Sayles & Company
1124
Loomis, Sayles & Company
Massachusetts
$218K
MWM
1125
Modern Wealth Management
Kansas
$218K