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KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1201
Wolff Wiese Magana
California
$8.9K – – –
VWA
1202
Valued Wealth Advisors
Utah
$8.57K -$1.51K -13 -15%
HNW
1203
High Note Wealth
Minnesota
$8.44K – – –
PCM
1204
Penserra Capital Management
California
$8K -$182K -1,710 -96%
HPC
1205
HM Payson & Co
Maine
$7.63K -$24.3K -210 -76%
PPC
1206
Park Place Capital
Alabama
$7.28K +$1.85K +16 +34%
SN
1207
Sittner & Nelson
Oregon
$6.59K +$3.47K +30 +111%
SIC
1208
Salem Investment Counselors
North Carolina
$5.9K – – –
PWMG
1209
Private Wealth Management Group
New Jersey
$5.55K – – –
PCFFS
1210
Pacific Center for Financial Services
California
$5.43K – – –
WCM
1211
WealthTrak Capital Management
Virginia
$5.43K +$2.08K +18 +62%
BIA
1212
Bell Investment Advisors
California
$5.32K – – –
BAM
1213
Bellevue Asset Management
Washington
$5.2K -$462 -4 -8%
PIM
1214
Plato Investment Management
Australia
$5.03K -$81.8K -700 -94%
MSWA
1215
Marshall & Sterling Wealth Advisors
New York
$4.97K +$4.97K +43 New
FPF
1216
First Pacific Financial
Washington
$4.74K +$4.74K +41 New
HWM
1217
HighMark Wealth Management
Minnesota
$4.39K +$3.47K +30 +375%
CA
1218
Continuum Advisory
Idaho
$4.28K -$578 -5 -12%
PP
1219
PFS Partners
New Jersey
$4.05K – – –
SO
1220
Sierra Ocean
California
$4.05K +$2.77K +24 +218%
BFP
1221
Briaud Financial Planning
Texas
$4K – – –
FWM
1222
FSA Wealth Management
Massachusetts
$3.93K – – –
DPW
1223
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$116 +1 +3%
AWM
1224
Activest Wealth Management
Florida
$3.47K +$3.24K +28 +1,400%
FIM
1225
FWL Investment Management
Texas
$3.35K – – –
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