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KKR & Co

1,355 hedge funds and large institutions have $68.7B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 566 increasing their positions, 432 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 → $68.7B (-$2.55B)

16% less call options, than puts

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

21% less funds holding in top 10

Funds holding in top 10: 3830 (-8)

Holders
1,355
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 -$291M
2 -$260M
3 -$249M
4
Coatue Management
Coatue Management
New York
-$198M
5
Amundi
Amundi
France
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1101
Douglass Winthrop Advisors
New York
$227K
RLIM
1102
Red Lighthouse Investment Management
New York
$226K
VCM
1103
Versant Capital Management
Arizona
$226K
GM
1104
GeoWealth Management
Illinois
$226K
AF
1105
Advisornet Financial
Minnesota
$225K
GSIAS
1106
Garden State Investment Advisory Services
New Jersey
$225K
BFG
1107
Birch Financial Group
New Hampshire
$224K
HWA
1108
Heartwood Wealth Advisors
Virginia
$224K
AWE
1109
Avidian Wealth Enterprises
Texas
$224K
SWP
1110
Semus Wealth Partners
Florida
$223K
1WM
1111
1900 Wealth Management
Texas
$223K
AAM
1112
Aureus Asset Management
Massachusetts
$222K
PGFC
1113
Peapack-Gladstone Financial Corp
New Jersey
$222K
MWM
1114
Modera Wealth Management
New Jersey
$222K
TWM
1115
Tripletail Wealth Management
Florida
$221K
HB
1116
Horizon Bancorp
Indiana
$221K
OWP
1117
ORG Wealth Partners
Texas
$220K
Loomis, Sayles & Company
1118
Loomis, Sayles & Company
Massachusetts
$218K
MWM
1119
Modern Wealth Management
Kansas
$218K
TW
1120
TritonPoint Wealth
Maryland
$217K
UAM
1121
Unison Asset Management
Florida
$217K
MCWA
1122
Meadow Creek Wealth Advisors
Georgia
$216K
FHC
1123
First Horizon Corporation
Tennessee
$215K
FHA
1124
Flagship Harbor Advisors
Massachusetts
$215K
AOWM
1125
Alpha Omega Wealth Management
Virginia
$215K