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KKR & Co

1,341 hedge funds and large institutions have $68.7B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 558 increasing their positions, 426 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $71.2B → $68.7B (-$2.56B)

16% less call options, than puts

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

24% less funds holding in top 10

Funds holding in top 10: 3829 (-9)

Holders
1,341
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15B
Puts
$1.37B
Net Calls
Net Calls Change

Top Sellers

1 -$291M
2 -$260M
3 -$249M
4
Coatue Management
Coatue Management
New York
-$198M
5
Amundi
Amundi
France
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
1301
Global Wealth Strategies & Associates
Colorado
$3.25K
TF
1302
Tompkins Financial
New York
$3.25K
MA
1303
MCF Advisors
Kentucky
$3.25K
BHWM
1304
Bay Harbor Wealth Management
Maryland
$3.12K
PWA
1305
Physician Wealth Advisors
Utah
$2.86K
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$2.73K
TCB
1307
Texas Capital Bancshares
Texas
$2.73K
MAS
1308
MPWM Advisory Solutions
Georgia
$2.6K
GA
1309
Guerra Advisors
Florida
$2.6K
TIM
1310
Thompson Investment Management
Wisconsin
$2.6K
VWA
1311
Valued Wealth Advisors
Utah
$2.48K
JFG
1312
JDM Financial Group
Texas
$2.34K
TCM
1313
TD Capital Management
Tennessee
$2.22K
WA
1314
WestEnd Advisors
North Carolina
$2.08K
QWM
1315
Quaker Wealth Management
New Jersey
$1.95K
CAC
1316
Core Alternative Capital
Georgia
$1.56K
SGK
1317
Steigerwald Gordon & Koch
Virginia
$1.56K
TCA
1318
Trifecta Capital Advisors
Illinois
$1.43K
FCAS
1319
First Command Advisory Services
Texas
$1.43K
DFA
1320
DHJJ Financial Advisors
Illinois
$1.3K
WAG
1321
Wiser Advisor Group
Arizona
$1.3K
Q1WB
1322
Quest 10 Wealth Builders
Virginia
$1.13K
T
1323
Tidemark
California
$1.04K
AP
1324
Aspect Partners
Virginia
$1.04K
DF
1325
DecisionPoint Financial
Arizona
$1.02K