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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
17.3%
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
$508M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
3
Amundi
Amundi
France
$470M
4
Goldman Sachs
Goldman Sachs
New York
$575M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.3B
2
Capital International Investors
Capital International Investors
California
$3.32B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
4
GQG Partners
GQG Partners
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
1426
Coppell Advisory Solutions
Texas
– -$41K -276 Closed
TPW
1427
Talon Private Wealth
Florida
– -$34.2K -231 Closed
PPA
1428
Pilgrim Partners Asia
Singapore
– -$34K -230 Closed
RCM
1429
Raleigh Capital Management
North Carolina
– -$30.5K -206 Closed
PFA
1430
Pathway Financial Advisers
Indiana
– -$27.5K -186 Closed
ME
1431
McIlrath & Eck
Washington
– -$25.9K -175 Closed
PCWA
1432
Pacific Capital Wealth Advisors
California
– -$24.7K -167 Closed
NWWA
1433
New Wave Wealth Advisors
Arkansas
– -$17.5K -118 Closed
BFPW
1434
BOK Financial Private Wealth
Colorado
– -$17.2K -116 Closed
GTAM
1435
Global Trust Asset Management
Florida
– -$14.8K -100 Closed
FIA
1436
FPC Investment Advisory
California
– -$14.9K -89 Closed
VWM
1437
Venturi Wealth Management
Texas
– -$13K -88 Closed
GIA
1438
GHP Investment Advisors
Colorado
– -$5.33K -36 Closed
FG
1439
Fairman Group
Pennsylvania
– -$4.88K -33 Closed
SC
1440
Stephens Consulting
Michigan
– -$4.88K -33 Closed
ADL
1441
Asset Dedication LLC
California
– -$3.99K -27 Closed
HI
1442
Human Investing
Oregon
– -$2.52K -17 Closed
CPL
1443
Capital & Planning LLC
Georgia
– -$2.37K -16 Closed
OSNBOA
1444
Old Second National Bank of Aurora
Illinois
– -$2.07K -14 Closed
JFG
1445
JDM Financial Group
Texas
– -$1.92K -13 Closed
MCM
1446
Mainstream Capital Management
California
– -$1.33K -9 Closed
SAM
1447
Synergy Asset Management
Washington
– -$1.05K -8 Closed
SMAM
1448
Sugar Maple Asset Management
Wisconsin
– -$740 -5 Closed
KBFS
1449
Kohmann Bosshard Financial Services
Ohio
– -$740 -5 Closed
VHAM
1450
Van Hulzen Asset Management
California
– -$592 -4 Closed
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