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KKR & Co

1,396 hedge funds and large institutions have $69.3B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 510 increasing their positions, 516 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $68.8B → $69.3B (+$499M)

1% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 516

48% less call options, than puts

Call options by funds: $680M | Put options by funds: $1.32B

Holders
1,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$680M
Puts
$1.32B
Net Calls
Net Calls Change

Top Sellers

1 -$514M
2 -$394M
3 -$352M
4
Invesco
Invesco
Georgia
-$325M
5
BlackRock
BlackRock
New York
-$321M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1101
Pettinga Financial Advisors
Indiana
$232K
TC
1102
Tannin Capital
North Carolina
$231K
BWL
1103
Bogart Wealth LLC
Virginia
$231K
VCM
1104
Versant Capital Management
Arizona
$230K
SWA
1105
Serenus Wealth Advisors
California
$230K
4WM
1106
44 Wealth Management
Oregon
$230K
KIA
1107
Knollwood Investment Advisory
Maryland
$229K
PVI
1108
Pine Valley Investments
New Jersey
$229K
RWB
1109
RMR Wealth Builders
New Jersey
$229K
MEAC
1110
M.E. Allison & Co
Texas
$228K
MWM
1111
Modera Wealth Management
New Jersey
$228K
GSIAS
1112
Garden State Investment Advisory Services
New Jersey
$227K
AHL
1113
Abel Hall LLC
Louisiana
$226K
NP
1114
Nilsine Partners
Colorado
$226K
CAM
1115
Concorde Asset Management
Michigan
$225K
DWA
1116
Douglass Winthrop Advisors
New York
$225K
AFWM
1117
Arta Finance Wealth Management
California
$224K
SA
1118
Sovran Advisors
California
$222K
TAM
1119
Tocqueville Asset Management
New York
$222K
SP
1120
Stablepoint Partners
Massachusetts
$222K
NP
1121
NorthRock Partners
Minnesota
$221K
MG
1122
Mather Group
Illinois
$221K
MWM
1123
Modern Wealth Management
Kansas
$220K
MBT
1124
Montecito Bank & Trust
California
$220K
HWA
1125
Heartwood Wealth Advisors
Virginia
$219K