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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
17.5%
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 %
RAM
1126
Ramirez Asset Management
New York
$133K – – –
TTIC
1127
Tower Trust & Investment Company
Iowa
$133K – – –
TCOV
1128
Trust Company of Vermont
Vermont
$133K – – –
CPG
1129
Cornerstone Planning Group
New Jersey
$132K +$4.14K +29 +3%
SIS
1130
Sound Income Strategies
Florida
$132K +$665 +5 +0.5%
AA
1131
Ancora Advisors
Ohio
$131K +$63.9K +480 +95%
PCTC
1132
Perkins Coie Trust Company
Washington
$131K -$798 -6 -0.6%
DAM
1133
Delta Asset Management
Tennessee
$130K – – –
VNA
1134
Valley National Advisers
Pennsylvania
$126K +$17.9K +135 +17%
HI
1135
Harbour Investments
Wisconsin
$125K +$36.3K +273 +41%
UCB
1136
United Community Bank
South Carolina
$124K +$1.33K +10 +1%
TH
1137
TCTC Holdings
Texas
$114K -$7.45K -56 -6%
NB
1138
NBT Bank
New York
$114K – – –
HB
1139
Horizon Bancorp
Indiana
$113K +$113K +853 New
TPWA
1140
Twin Peaks Wealth Advisors
California
$106K +$106K +723 New
ACA
1141
Atlas Capital Advisors
Wyoming
$106K -$106K -797 -50%
CLOS
1142
Compagnie Lombard Odier SCmA
Switzerland
$102K -$250K -1,876 -71%
BTI
1143
Blue Trust Inc
Georgia
$98.6K -$263K -1,974 -73%
OWA
1144
Opal Wealth Advisors
New York
$97.4K +$3.06K +23 +3%
TFGT
1145
TS Financial Group (TSFG)
Illinois
$97K – – –
HWM
1146
Hemington Wealth Management
Virginia
$97K +$2.51K +19 +3%
HT
1147
Headlands Technologies
Illinois
$91.4K -$84.9K -638 -48%
API
1148
Asset Planning Inc
California
$88.9K +$133 +1 +0.1%
IHWM
1149
Iron Horse Wealth Management
Iowa
$88.1K +$87K +654 +8,175%
EB
1150
Eastern Bank
Massachusetts
$88.1K +$53.1K +399 +152%
44 45
46
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