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KKR & Co
KKR

Overview Fund Activity

1,305 hedge funds and large institutions have $71.2B invested in KKR & Co in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 527 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+32
Holders Change %
+2.51%
% of All Funds
17.5%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
161
Increased
527
Reduced
437
Closed
110
Calls
$1.17B
Puts
$1.44B
Net Calls
-$269M
Net Calls Change
+$935K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$692M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$501M
3
Victory Capital Management
Victory Capital Management
Texas
+$450M
4
Capital International Investors
Capital International Investors
California
+$409M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.33B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$335M
3
Jennison Associates
Jennison Associates
New York
-$242M
4
Amundi
Amundi
France
-$204M
5
Invesco
Invesco
Georgia
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
1251
Sittner & Nelson
Oregon
$7.59K – – –
OAJ
1252
Ogorek Anthony Joseph
New York
$7K +$5.81K +44 +489%
SIC
1253
Salem Investment Counselors
North Carolina
$6.79K – – –
BWM
1254
Bernard Wealth Management
Michigan
$6.66K +$3.33K +25 +100%
PWMG
1255
Private Wealth Management Group
New Jersey
$6.39K – – –
BAM
1256
Bellevue Asset Management
Washington
$6.39K +$399 +3 +7%
BFS
1257
Bare Financial Services
Pennsylvania
$6.39K +$5.06K +38 +380%
PPC
1258
Park Place Capital
Alabama
$6.36K -$1.99K -15 -24%
PCFFS
1259
Pacific Center for Financial Services
California
$6.25K – – –
PIM
1260
Plato Investment Management
Australia
$6.23K +$530 +4 +9%
BIA
1261
Bell Investment Advisors
California
$6.12K – – –
MSWA
1262
Marshall & Sterling Wealth Advisors
New York
$5.72K – – –
HWM
1263
HighMark Wealth Management
Minnesota
$5.06K – – –
KFI
1264
Key Financial Inc
Pennsylvania
$4.79K +$4.79K +36 New
PP
1265
PFS Partners
New Jersey
$4.66K – – –
NL
1266
NVWM LLC
Pennsylvania
$4.66K -$1.26M -9,459 -100%
FWM
1267
FSA Wealth Management
Massachusetts
$4.52K – – –
BFP
1268
Briaud Financial Planning
Texas
$4K – – –
TF
1269
Tompkins Financial
New York
$3.33K – – –
GWSA
1270
Global Wealth Strategies & Associates
Colorado
$3.33K – – –
TIM
1271
Tortoise Investment Management
New York
$3.33K +$3.33K +25 New
CIAM
1272
Caitong International Asset Management
Hong Kong
$3.19K +$1.2K +9 +60%
PWA
1273
Principia Wealth Advisory
Texas
$3.06K – – –
KG
1274
Kilter Group
New York
$3.06K +$3.06K +23 New
BLC
1275
Brown, Lisle/Cummings
Rhode Island
$2.79K – – –
49 50
51
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