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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 %
MAS
1226
MPWM Advisory Solutions
Georgia
$3.35K – – –
BWM
1227
Bernard Wealth Management
Michigan
$2.89K – – –
GWSA
1228
Global Wealth Strategies & Associates
Colorado
$2.89K – – –
TF
1229
Tompkins Financial
New York
$2.89K +$2.89K +25 New
PWA
1230
Principia Wealth Advisory
Texas
$2.54K +$552 +5 +28%
BLC
1231
Brown, Lisle/Cummings
Rhode Island
$2.43K +$2.43K +21 New
WA
1232
WestEnd Advisors
North Carolina
$2.2K +$578 +5 +36%
FAM
1233
Flaharty Asset Management
Florida
$2.2K +$2.2K +19 New
WIM
1234
Westside Investment Management
California
$2.12K – – –
AGWCA
1235
Annis Gardner Whiting Capital Advisors
Florida
$2.08K -$4.97K -43 -70%
SFG
1236
Stonebridge Financial Group
Pennsylvania
$2.08K +$2.08K +18 New
AW
1237
Avion Wealth
Texas
$2K – – –
WW
1238
Winnow Wealth
Texas
$1.99K +$663 +6 +50%
TCM
1239
TD Capital Management
Tennessee
$1.97K – – –
WTFG
1240
Wood Tarver Financial Group
Idaho
$1.85K – – –
GC
1241
Garde Capital
Washington
$1.74K +$1.74K +15 New
CIAM
1242
Caitong International Asset Management
Hong Kong
$1.73K +$1.73K +15 New
OC
1243
Oakworth Capital
Alabama
$1.73K +$1.73K +15 New
CAC
1244
Core Alternative Capital
Georgia
$1.39K – – –
FCAS
1245
First Command Advisory Services
Texas
$1.27K +$1.27K +11 New
DFA
1246
DHJJ Financial Advisors
Illinois
$1.16K – – –
BFS
1247
Bare Financial Services
Pennsylvania
$1.16K +$1.16K +10 New
WAG
1248
Wiser Advisor Group
Arizona
$1.16K +$1.16K +10 New
BHWM
1249
Bay Harbor Wealth Management
Maryland
$1.16K +$1.16K +10 New
BCM
1250
Blume Capital Management
California
$1.04K +$1.04K +9 New
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