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KKR & Co

1,376 hedge funds and large institutions have $68.9B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

34% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 433

3% more funds holding

Funds holding: 1,3321,376 (+44)

0.82% less ownership

Funds ownership: 60.27%59.45% (-0.82%)

4% less capital invested

Capital invested by funds: $71.4B → $68.9B (-$2.55B)

16% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.37B

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

Holders
1,376
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
18.06%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.39%
New
150
Increased
579
Reduced
433
Closed
88
Calls
$1.15B
Puts
$1.37B
Net Calls
-$216M
Net Calls Change
+$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1276
Accredited Wealth Management
Kentucky
$18.2K +$226K +1,592 +1,137%
CWA
1277
Carolina Wealth Advisors
South Carolina
$17.4K
OP
1278
ORG Partners
Indiana
$17.3K +$4.83K +34 +34%
CIAM
1279
Caitong International Asset Management
Hong Kong
$17.2K +$15.3K +108 +450%
PAM
1280
Palisade Asset Management
Minnesota
$17K +$18.6K +131 New
AEPWM
1281
Atlantic Edge Private Wealth Management
Florida
$16.9K
AGWCA
1282
Annis Gardner Whiting Capital Advisors
Florida
$16.6K -$37.9K -267 -68%
BGC
1283
Beutel, Goodman & Co
Ontario, Canada
$16K
AWM
1284
Activest Wealth Management
Florida
$15.9K +$1.42K +10 +9%
IA
1285
IFS Advisors
Kansas
$15.5K
SAM
1286
Strive Asset Management
Ohio
$14.9K +$16.3K +115 New
IW
1287
Imprint Wealth
South Carolina
$14.8K +$16.2K +114 New
MIM
1288
MTM Investment Management
South Carolina
$14.7K
SC
1289
Steph & Co
Wisconsin
$14.7K +$1.84K +13 +13%
CFD
1290
Creative Financial Designs
Indiana
$14.2K
JWA
1291
JFS Wealth Advisors
Pennsylvania
$13.4K
CAL
1292
Capital Advisors Ltd
Ohio
$12K
HPC
1293
HM Payson & Co
Maine
$12K +$3.69K +26 +39%
PMFA
1294
Plante Moran Financial Advisors
Michigan
$11.5K +$12.6K +89 New
TWD
1295
True Wealth Design
Ohio
$11.5K +$994 +7 +9%
PGAM
1296
Princeton Global Asset Management
New Jersey
$11K
MMCM
1297
Murphy & Mullick Capital Management
New York
$10.5K
SC
1298
SouthState Corp
Florida
$10.4K -$29.5K -208 -72%
BHWM
1299
Beaird Harris Wealth Management
Texas
$9.88K +$2.56K +18 +31%
HNW
1300
High Note Wealth
Minnesota
$9.88K +$426 +3 +4%