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KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1376
Bluesphere Advisors
Pennsylvania
– -$241K -1,631 Closed
CIP
1377
Convergence Investment Partners
Florida
– -$238K -1,612 Closed
DWM
1378
Dynasty Wealth Management
Florida
– -$236K -1,599 Closed
TCOK
1379
Trust Company of Kansas
Kansas
– -$236K -1,593 Closed
BCP
1380
Berkeley Capital Partners
Georgia
– -$235K -1,591 Closed
KA
1381
KLCM Advisors
Wisconsin
– -$235K -1,590 Closed
LAM
1382
Longboard Asset Management
Arizona
– -$233K -1,576 Closed
BBA
1383
BLB&B Advisors
Pennsylvania
– -$233K -1,574 Closed
BBI
1384
Baxter Bros Inc
Connecticut
– -$233K -1,574 Closed
MYIA
1385
Mount Yale Investment Advisors
Colorado
– -$231K -1,560 Closed
MLL
1386
Moody Lynn & Lieberson
Massachusetts
– -$231K -1,559 Closed
LWM
1387
Lodestone Wealth Management
Washington
– -$230K -1,554 Closed
CT
1388
Chicago Trust
Illinois
– -$230K -1,552 Closed
1WA
1389
180 Wealth Advisors
Washington
– -$228K -1,543 Closed
LCM
1390
Laurion Capital Management
New York
– -$226K -1,527 Closed
TCOT
1391
Trust Company of Toledo
Ohio
– -$225K -1,522 Closed
CIAS
1392
Capital Investment Advisory Services
North Carolina
– -$224K -1,515 Closed
WCM
1393
Wallace Capital Management
Texas
– -$224K -1,513 Closed
FCFC
1394
First Citizens Financial Corp
Iowa
– -$222K -1,500 Closed
BIM
1395
Baldwin Investment Management
Pennsylvania
– -$222K -1,500 Closed
MMA
1396
Miracle Mile Advisors
California
– -$219K -1,483 Closed
OA
1397
Oxbow Advisors
Texas
– -$217K -1,470 Closed
FLPIM
1398
F.L. Putnam Investment Management
Massachusetts
– -$215K -1,451 Closed
PFC
1399
Phocas Financial Corp
California
– -$214K -1,450 Closed
CAM
1400
Cidel Asset Management
Ontario, Canada
– -$214K -1,446 Closed
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56
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