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KKR & Co

1,289 hedge funds and large institutions have $61.8B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 518 increasing their positions, 440 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 440

0.19% more ownership

Funds ownership: 60.08%60.27% (+0.19%)

9% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 179

3% less funds holding

Funds holding: 1,3281,289 (-39)

22% less capital invested

Capital invested by funds: $78.9B → $61.8B (-$17.1B)

29% less call options, than puts

Call options by funds: $645M | Put options by funds: $915M

33% less funds holding in top 10

Funds holding in top 10: 5436 (-18)

Holders
1,289
Holders Change
-39
Holders Change %
-2.94%
% of All Funds
17.28%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.48%
New
163
Increased
518
Reduced
440
Closed
179
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1376
Legacy Capital Wealth Partners
Arkansas
-$267K -1,806 Closed
PI
1377
PFG Investments
New York
-$262K -1,769 Closed
CCWM
1378
Cassaday & Co Wealth Management
Virginia
-$254K -1,718 Closed
PRS
1379
Pinkerton Retirement Specialists
Idaho
-$251K -1,700 Closed
AAM
1380
Aureus Asset Management
Massachusetts
-$250K -1,692 Closed
SA
1381
Sovran Advisors
California
-$243K -1,692 Closed
SPI
1382
Sutton Place Investors
New York
-$248K -1,679 Closed
UAM
1383
Unison Asset Management
Florida
-$247K -1,668 Closed
HWA
1384
Heartwood Wealth Advisors
Virginia
-$247K -1,667 Closed
AOWM
1385
Alpha Omega Wealth Management
Virginia
-$244K -1,651 Closed
SI
1386
Stonekeep Investments
New Mexico
-$243K -1,646 Closed
FC
1387
Farringdon Capital
United Kingdom
-$243K -1,645 Closed
NP
1388
Nilsine Partners
Colorado
-$243K -1,644 Closed
PFGIA
1389
Patriot Financial Group Insurance Agency
Massachusetts
-$243K -1,640 Closed
RFN
1390
Redwood Financial Network
Ohio
-$242K -1,635 Closed
BA
1391
Bluesphere Advisors
Pennsylvania
-$241K -1,631 Closed
CIP
1392
Convergence Investment Partners
Florida
-$238K -1,612 Closed
DWM
1393
Dynasty Wealth Management
Florida
-$236K -1,599 Closed
TCOK
1394
Trust Company of Kansas
Kansas
-$236K -1,593 Closed
BCP
1395
Berkeley Capital Partners
Georgia
-$235K -1,591 Closed
KA
1396
KLCM Advisors
Wisconsin
-$235K -1,590 Closed
LAM
1397
Longboard Asset Management
Arizona
-$233K -1,576 Closed
BBI
1398
Baxter Bros Inc
Connecticut
-$233K -1,574 Closed
BBA
1399
BLB&B Advisors
Pennsylvania
-$233K -1,574 Closed
MYIA
1400
Mount Yale Investment Advisors
Colorado
-$231K -1,560 Closed

KKR Hedge Fund Activity: Q1 2025 in Review

1,289 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2025, worth a combined $61.8B — down 22% from $78.9B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of KKR and 163 opened new positions — a net loss of 16 holders — while 440 trimmed existing stakes and 518 added.

The largest buyer was Jennison Associates, adding an estimated $592M. The largest seller was Capital World Investors, cutting an estimated $1.04B.

  • 1,289 institutional investors held KKR & Co (KKR) as of Q1 2025, down from 1,328 in Q4 2024.
  • Funds reported $61.8B of KKR & Co stock for Q1 2025, down 22% quarter-over-quarter.
  • 163 funds opened new KKR & Co positions in Q1 2025 and 179 closed out, a net change of -16 holders.
  • The largest KKR & Co buyer in Q1 2025 was Jennison Associates, an estimated $592M added.
  • The largest KKR & Co seller in Q1 2025 was Capital World Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2025.