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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
MSWA
1326
Marshall & Sterling Wealth Advisors
New York
$5.59K
HWM
1327
HighMark Wealth Management
Minnesota
$5.08K +$142 +1 +3%
GFWA
1328
Grey Fox Wealth Advisors
Delaware
$4.81K +$5.25K +37 New
PP
1329
PFS Partners
New Jersey
$4.55K
FWM
1330
FSA Wealth Management
Massachusetts
$4.42K
TIM
1331
Tortoise Investment Management
New York
$4.03K +$852 +6 +24%
PWA
1332
Principia Wealth Advisory
Texas
$3.9K +$994 +7 +30%
TCM
1333
Tradewinds Capital Management
Washington
$3.9K +$4.26K +30 New
SN
1334
Sittner & Nelson
Oregon
$3.51K -$4.26K -30 -53%
GWSA
1335
Global Wealth Strategies & Associates
Colorado
$3.25K
TF
1336
Tompkins Financial
New York
$3.25K
MA
1337
MCF Advisors
Kentucky
$3.25K +$3.55K +25 New
BHWM
1338
Bay Harbor Wealth Management
Maryland
$3.12K +$1.42K +10 +71%
PWA
1339
Physician Wealth Advisors
Utah
$2.86K +$1.84K +13 +144%
BLC
1340
Brown, Lisle/Cummings
Rhode Island
$2.73K
TCB
1341
Texas Capital Bancshares
Texas
$2.73K +$2.98K +21 New
MAS
1342
MPWM Advisory Solutions
Georgia
$2.6K
GA
1343
Guerra Advisors
Florida
$2.6K +$2.84K +20 New
TIM
1344
Thompson Investment Management
Wisconsin
$2.6K +$2.84K +20 New
VWA
1345
Valued Wealth Advisors
Utah
$2.48K
JFG
1346
JDM Financial Group
Texas
$2.34K +$2.56K +18 New
TCM
1347
TD Capital Management
Tennessee
$2.22K
WA
1348
WestEnd Advisors
North Carolina
$2.08K +$142 +1 +7%
QWM
1349
Quaker Wealth Management
New Jersey
$1.95K
CAC
1350
Core Alternative Capital
Georgia
$1.56K