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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
LWM
1401
Lodestone Wealth Management
Washington
FLPIM
1402
F.L. Putnam Investment Management
Massachusetts
CT
1403
Chicago Trust
Illinois
CIAS
1404
Capital Investment Advisory Services
North Carolina
WCM
1405
Wallace Capital Management
Texas
SA
1406
Sovran Advisors
California
TSMHT
1407
Thurston Springer Miller Herd & Titak
Indiana
OWA
1408
Opal Wealth Advisors
New York
TPWA
1409
Twin Peaks Wealth Advisors
California
HT
1410
Headlands Technologies
Illinois
NC
1411
NewSquare Capital
Pennsylvania
RAM
1412
Riggs Asset Management
Pennsylvania
MWM
1413
MorganRosel Wealth Management
Colorado
BCMLT
1414
Beacon Capital Management LLC (Tennessee)
Tennessee
LI
1415
LRI Investments
Florida
AIM
1416
Access Investment Management
Georgia
HNB
1417
Hilltop National Bank
Wyoming
GC
1418
GFG Capital
Florida
AWM
1419
Atticus Wealth Management
Florida
WA
1420
Whipplewood Advisors
Colorado
SO
1421
Sierra Ocean
California
WCM
1422
WealthTrak Capital Management
Virginia
BOJHT
1423
Bank of Jackson Hole Trust
Wyoming
BFP
1424
Briaud Financial Planning
Texas
SC
1425
Stephens Consulting
Michigan