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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 %
HBW
1176
Hazlett, Burt & Watson
West Virginia
$59K – – –
ST
1177
Smithfield Trust
Pennsylvania
$59K – – –
BTD
1178
BankPlus Trust Department
Mississippi
$58.5K -$20.9K -157 -26%
BDPWM
1179
Barnes Dennig Private Wealth Management
Ohio
$58K – – –
FMII
1180
Farmers & Merchants Investments Inc
Nebraska
$57.2K – – –
MHIP
1181
Mountain Hill Investment Partners
New Jersey
$57.2K +$13.3K +100 +30%
GEA
1182
Glen Eagle Advisors
New Jersey
$56.8K – – –
MWM
1183
MorganRosel Wealth Management
Colorado
$56.4K +$56.4K +424 New
AGWCA
1184
Annis Gardner Whiting Capital Advisors
Florida
$52.5K +$50.2K +377 +2,094%
C
1185
Covestor
United Kingdom
$52K -$108K -806 -68%
PWAM
1186
Private Wealth Asset Management
Iowa
$45.9K -$2K -15 -4%
PWM
1187
Parkworth Wealth Management
California
$44.3K – – –
BCMLT
1188
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.1K -$6.79K -51 -13%
CFS
1189
CGC Financial Services
Oregon
$43.2K – – –
DMBA
1190
Deseret Mutual Benefit Administrators
Utah
$43K – – –
MTIC
1191
Missouri Trust & Investment Company
Missouri
$42.6K – – –
AG
1192
AmeriFlex Group
Nevada
$41.4K – – –
TC
1193
Truvestments Capital
Florida
$41.2K – – –
GKIM
1194
GW&K Investment Management
Massachusetts
$39K -$9.41K -70 -19%
SC
1195
SouthState Corp
Florida
$38.3K -$11.8K -89 -24%
WPWM
1196
Western Pacific Wealth Management
Illinois
$38.2K -$5.99K -45 -14%
FC
1197
Fairscale Capital
New Hampshire
$37.7K +$37.7K +257 New
LI
1198
LRI Investments
Florida
$37.5K -$81.4K -612 -68%
DPW
1199
DiNuzzo Private Wealth
Pennsylvania
$36.7K +$32.6K +245 +790%
S
1200
Sachetta
Massachusetts
$36.1K -$266 -2 -0.7%
46 47
48
49 50