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KKR & Co

1,289 hedge funds and large institutions have $61.8B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 518 increasing their positions, 440 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 440

0.19% more ownership

Funds ownership: 60.08%60.27% (+0.19%)

9% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 179

3% less funds holding

Funds holding: 1,3281,289 (-39)

22% less capital invested

Capital invested by funds: $78.9B → $61.8B (-$17.1B)

29% less call options, than puts

Call options by funds: $645M | Put options by funds: $915M

33% less funds holding in top 10

Funds holding in top 10: 5436 (-18)

Holders
1,289
Holders Change
-39
Holders Change %
-2.94%
% of All Funds
17.28%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.48%
New
163
Increased
518
Reduced
440
Closed
179
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1226
WealthTrak Capital Management
Virginia
$5.43K +$2.48K +18 +62%
BIA
1227
Bell Investment Advisors
California
$5.32K
BAM
1228
Bellevue Asset Management
Washington
$5.2K -$550 -4 -8%
PIM
1229
Plato Investment Management
Australia
$5.03K -$96.3K -700 -94%
MSWA
1230
Marshall & Sterling Wealth Advisors
New York
$4.97K +$5.92K +43 New
FPF
1231
First Pacific Financial
Washington
$4.74K +$5.64K +41 New
HWM
1232
HighMark Wealth Management
Minnesota
$4.39K +$4.13K +30 +375%
CA
1233
Continuum Advisory
Idaho
$4.28K -$688 -5 -12%
PP
1234
PFS Partners
New Jersey
$4.05K
SO
1235
Sierra Ocean
California
$4.05K +$3.3K +24 +218%
BFP
1236
Briaud Financial Planning
Texas
$4K
FWM
1237
FSA Wealth Management
Massachusetts
$3.93K
DPW
1238
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$138 +1 +3%
AWM
1239
Activest Wealth Management
Florida
$3.47K +$3.85K +28 +1,400%
FIM
1240
FWL Investment Management
Texas
$3.35K
MAS
1241
MPWM Advisory Solutions
Georgia
$3.35K
BWM
1242
Bernard Wealth Management
Michigan
$2.89K
GWSA
1243
Global Wealth Strategies & Associates
Colorado
$2.89K
TF
1244
Tompkins Financial
New York
$2.89K +$3.44K +25 New
PWA
1245
Principia Wealth Advisory
Texas
$2.54K +$688 +5 +28%
BLC
1246
Brown, Lisle/Cummings
Rhode Island
$2.43K +$2.89K +21 New
WA
1247
WestEnd Advisors
North Carolina
$2.2K +$688 +5 +36%
FAM
1248
Flaharty Asset Management
Florida
$2.2K +$2.61K +19 New
WIM
1249
Westside Investment Management
California
$2.12K
AGWCA
1250
Annis Gardner Whiting Capital Advisors
Florida
$2.08K -$5.92K -43 -70%

KKR Hedge Fund Activity: Q1 2025 in Review

1,289 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2025, worth a combined $61.8B — down 22% from $78.9B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of KKR and 163 opened new positions — a net loss of 16 holders — while 440 trimmed existing stakes and 518 added.

The largest buyer was Jennison Associates, adding an estimated $592M. The largest seller was Capital World Investors, cutting an estimated $1.04B.

  • 1,289 institutional investors held KKR & Co (KKR) as of Q1 2025, down from 1,328 in Q4 2024.
  • Funds reported $61.8B of KKR & Co stock for Q1 2025, down 22% quarter-over-quarter.
  • 163 funds opened new KKR & Co positions in Q1 2025 and 179 closed out, a net change of -16 holders.
  • The largest KKR & Co buyer in Q1 2025 was Jennison Associates, an estimated $592M added.
  • The largest KKR & Co seller in Q1 2025 was Capital World Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2025.