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KKR & Co

1,372 hedge funds and large institutions have $69B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 504 increasing their positions, 513 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $68.8B → $69B (+$251M)

2% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 513

48% less call options, than puts

Call options by funds: $680M | Put options by funds: $1.31B

Holders
1,372
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
$1.31B
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
GBA
1151
Garrison Bradford & Associates
New York
$161K
TVWM
1152
Tower View Wealth Management
Wisconsin
$159K
HAP
1153
Harbor Asset Planning
Massachusetts
$153K
SAG
1154
SageView Advisory Group
California
$151K
FP
1155
Financial Perspectives
Minnesota
$143K
SIS
1156
Sound Income Strategies
Florida
$143K
WB
1157
Webster Bank
Connecticut
$141K
M
1158
MOTCO
Texas
$134K
TCOV
1159
Trust Company of Vermont
Vermont
$131K
SSG
1160
Summit Securities Group
New York
$130K
BCM
1161
Boreal Capital Management
Florida
$129K
VWM
1162
Vermillion Wealth Management
Minnesota
$128K
RAM
1163
Ramirez Asset Management
New York
$127K
DAM
1164
Delta Asset Management
Tennessee
$125K
DE
1165
DV Equities
Illinois
$123K
VNA
1166
Valley National Advisers
Pennsylvania
$121K
JSAM
1167
J. Safra Asset Management
New York
$120K
OCM
1168
Osterweis Capital Management
California
$111K
CPG
1169
Cornerstone Planning Group
New Jersey
$110K
NB
1170
NBT Bank
New York
$110K
TH
1171
TCTC Holdings
Texas
$110K
SEP
1172
Signature Equity Partners
Ohio
$109K
PWPS
1173
Pinnacle Wealth Planning Services
Ohio
$107K
HI
1174
Harbour Investments
Wisconsin
$103K
ACA
1175
Atlas Capital Advisors
Wyoming
$102K