KKR icon

KKR & Co

1,369 hedge funds and large institutions have $68.8B invested in KKR & Co in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 574 increasing their positions, 433 reducing their positions, and 88 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: $71.3B → $68.8B (-$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
1,369
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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 -$318M
2 -$284M
3 -$272M
4
Coatue Management
Coatue Management
New York
-$216M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
1426
Williams Jones Wealth Management
New York
TBWA
1427
Three Bridge Wealth Advisors
California
GBA
1428
Garrison Bradford & Associates
New York
LWM
1429
Lodestone Wealth Management
Washington
FLPIM
1430
F.L. Putnam Investment Management
Massachusetts
CT
1431
Chicago Trust
Illinois
CIAS
1432
Capital Investment Advisory Services
North Carolina
WCM
1433
Wallace Capital Management
Texas
SA
1434
Sovran Advisors
California
TSMHT
1435
Thurston Springer Miller Herd & Titak
Indiana
OWA
1436
Opal Wealth Advisors
New York
TPWA
1437
Twin Peaks Wealth Advisors
California
HT
1438
Headlands Technologies
Illinois
NC
1439
NewSquare Capital
Pennsylvania
RAM
1440
Riggs Asset Management
Pennsylvania
MWM
1441
MorganRosel Wealth Management
Colorado
BCMLT
1442
Beacon Capital Management LLC (Tennessee)
Tennessee
LI
1443
LRI Investments
Florida
AIM
1444
Access Investment Management
Georgia
HNB
1445
Hilltop National Bank
Wyoming
GC
1446
GFG Capital
Florida
AWM
1447
Atticus Wealth Management
Florida
WA
1448
Whipplewood Advisors
Colorado
SO
1449
Sierra Ocean
California
WCM
1450
WealthTrak Capital Management
Virginia