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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 %
SC
1276
Stephens Consulting
Michigan
$2.79K +$2.79K +21 New
MAS
1277
MPWM Advisory Solutions
Georgia
$2.66K -$1.2K -9 -31%
VWA
1278
Valued Wealth Advisors
Utah
$2.54K -$7.34K -55 -74%
TCM
1279
TD Capital Management
Tennessee
$2.27K – – –
CIA
1280
Cape Investment Advisory
Georgia
$2.13K +$931 +7 +78%
WTFG
1281
Wood Tarver Financial Group
Idaho
$2K – – –
GC
1282
Garde Capital
Washington
$2K – – –
QWM
1283
Quaker Wealth Management
New Jersey
$2K +$2K +15 New
WA
1284
WestEnd Advisors
North Carolina
$2K -$532 -4 -21%
BHWM
1285
Bay Harbor Wealth Management
Maryland
$1.86K +$532 +4 +40%
Q
1286
QVR
California
$1.73K +$1.73K +13 New
CAC
1287
Core Alternative Capital
Georgia
$1.6K – – –
TCA
1288
Trifecta Capital Advisors
Illinois
$1.46K +$1.46K +11 New
FCAS
1289
First Command Advisory Services
Texas
$1.46K – – –
DFA
1290
DHJJ Financial Advisors
Illinois
$1.33K – – –
RFS
1291
Richardson Financial Services
Massachusetts
$1.33K +$1.33K +10 New
PWA
1292
Physician Wealth Advisors
Utah
$1.2K +$399 +3 +50%
AP
1293
Aspect Partners
Virginia
$1.2K – – –
T
1294
Tidemark
California
$1.06K +$1.06K +8 New
DF
1295
DecisionPoint Financial
Arizona
$1.06K +$1.06K +8 New
AW
1296
Avion Wealth
Texas
$1K – – –
BI
1297
Binnacle Investments
Iowa
$931 – – –
T
1298
Transce3nd
Texas
$891 – – –
PWMG
1299
Prestige Wealth Management Group
New Jersey
$799 +$799 +6 New
HIA
1300
HFM Investment Advisors
New Jersey
$665 +$266 +2 +67%
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