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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 %
BHWM
1251
Beaird Harris Wealth Management
Texas
$1.04K +$1.04K +9 New
AP
1252
Aspect Partners
Virginia
$1.04K -$462 -4 -31%
CIA
1253
Cape Investment Advisory
Georgia
$1.04K -$231 -2 -18%
NWM
1254
Nova Wealth Management
Florida
$1.04K +$1.04K +9 New
Q1WB
1255
Quest 10 Wealth Builders
Virginia
$1K +$1K +9 New
OAJ
1256
Ogorek Anthony Joseph
New York
$1K +$1K +9 New
UFF
1257
USA Financial Formulas
Michigan
$925 -$864K -7,469 -100%
IHWM
1258
Iron Horse Wealth Management
Iowa
$925 +$925 +8 New
BMC
1259
Bear Mountain Capital
Washington
$918 +$918 +8 New
TWD
1260
True Wealth Design
Ohio
$866 -$124 -1 -13%
BI
1261
Binnacle Investments
Iowa
$809 +$809 +7 New
T
1262
Transce3nd
Texas
$775 – – –
WOC
1263
West Oak Capital
California
$723 – – –
PWA
1264
Physician Wealth Advisors
Utah
$694 -$463 -4 -40%
DWM
1265
Dogwood Wealth Management
Kansas
$694 +$694 +6 New
CAWM
1266
Capital A Wealth Management
Pennsylvania
$694 +$694 +6 New
PWM
1267
Puff Wealth Management
New Jersey
$694 +$694 +6 New
KIM
1268
Kestra Investment Management
Texas
$463 -$12.4K -107 -96%
ANBT
1269
American National Bank & Trust
Texas
$353 +$353 +3 New
WBC
1270
West Branch Capital
Massachusetts
$347 – – –
HIA
1271
HFM Investment Advisors
New Jersey
$347 +$347 +3 New
YDMI
1272
Y.D. More Investments
Israel
$299 +$36 +116 +14%
DF
1273
Dunhill Financial
United Kingdom
$123 +$123 +1 New
Norges Bank
1274
Norges Bank
Norway
– -$1.44B -9,703,968 Closed
GQG Partners
1275
GQG Partners
Florida
– -$326M -2,202,368 Closed
49 50
51
52 53