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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
SFGP
1251
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.08K +$2.48K +18 New
AW
1252
Avion Wealth
Texas
$2K
WW
1253
Winnow Wealth
Texas
$1.99K +$825 +6 +50%
TCM
1254
TD Capital Management
Tennessee
$1.97K
WTFG
1255
Wood Tarver Financial Group
Idaho
$1.85K
GC
1256
Garde Capital
Washington
$1.74K +$2.06K +15 New
CIAM
1257
Caitong International Asset Management
Hong Kong
$1.73K +$2.06K +15 New
OC
1258
Oakworth Capital
Alabama
$1.73K +$2.06K +15 New
CAC
1259
Core Alternative Capital
Georgia
$1.39K
FCAS
1260
First Command Advisory Services
Texas
$1.27K +$1.51K +11 New
DFA
1261
DHJJ Financial Advisors
Illinois
$1.16K
BFS
1262
Bare Financial Services
Pennsylvania
$1.16K +$1.38K +10 New
BHWM
1263
Bay Harbor Wealth Management
Maryland
$1.16K +$1.38K +10 New
WAG
1264
Wiser Advisor Group
Arizona
$1.16K +$1.38K +10 New
BHWM
1265
Beaird Harris Wealth Management
Texas
$1.04K +$1.24K +9 New
BCM
1266
Blume Capital Management
California
$1.04K +$1.24K +9 New
AP
1267
Aspect Partners
Virginia
$1.04K -$550 -4 -31%
CIA
1268
Cape Investment Advisory
Georgia
$1.04K -$275 -2 -18%
NWM
1269
Nova Wealth Management
Florida
$1.04K +$1.24K +9 New
Q1WB
1270
Quest 10 Wealth Builders
Virginia
$1K +$1.24K +9 New
OAJ
1271
Ogorek Anthony Joseph
New York
$1K +$1.24K +9 New
UFF
1272
USA Financial Formulas
Michigan
$925 -$1.03M -7,469 -100%
IHWM
1273
Iron Horse Wealth Management
Iowa
$925 +$1.1K +8 New
BMC
1274
Bear Mountain Capital
Washington
$918 +$1.1K +8 New
TWD
1275
True Wealth Design
Ohio
$866 -$138 -1 -13%

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.