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KKR & Co

1,381 hedge funds and large institutions have $69.2B invested in KKR & Co in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 506 increasing their positions, 514 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:

1% more capital invested

Capital invested by funds: $68.8B → $69.2B (+$467M)

2% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 514

48% less call options, than puts

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

Holders
1,381
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
AIS
1151
Advocate Investing Services
Maryland
$178K
MA
1152
MCF Advisors
Kentucky
$174K
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$173K
YP
1154
YANKCOM Partnership
South Dakota
$171K
UCB
1155
United Community Bank
South Carolina
$168K
IAIM
1156
International Assets Investment Management
Florida
$167K
GBA
1157
Garrison Bradford & Associates
New York
$161K
TVWM
1158
Tower View Wealth Management
Wisconsin
$159K
HAP
1159
Harbor Asset Planning
Massachusetts
$153K
SAG
1160
SageView Advisory Group
California
$151K
FP
1161
Financial Perspectives
Minnesota
$143K
SIS
1162
Sound Income Strategies
Florida
$143K
WB
1163
Webster Bank
Connecticut
$141K
M
1164
MOTCO
Texas
$134K
TCOV
1165
Trust Company of Vermont
Vermont
$131K
SSG
1166
Summit Securities Group
New York
$130K
BCM
1167
Boreal Capital Management
Florida
$129K
VWM
1168
Vermillion Wealth Management
Minnesota
$128K
RAM
1169
Ramirez Asset Management
New York
$127K
DAM
1170
Delta Asset Management
Tennessee
$125K
DE
1171
DV Equities
Illinois
$123K
VNA
1172
Valley National Advisers
Pennsylvania
$121K
JSAM
1173
J. Safra Asset Management
New York
$120K
OCM
1174
Osterweis Capital Management
California
$111K
CPG
1175
Cornerstone Planning Group
New Jersey
$110K