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Klaviyo
KVYO

Overview Fund Activity

254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+39
Holders Change %
+18.14%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
70
Increased
111
Reduced
58
Closed
30
Calls
$86.5M
Puts
$42.3M
Net Calls
+$44.2M
Net Calls Change
+$20.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Vanguard Group
Vanguard Group
Pennsylvania
$360M
3
CCPM
Cooper Creek Partners Management
New York
$57.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$51.5M
5
American Century Companies
American Century Companies
Missouri
$90.2M

Top Sellers

1
SP
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
Claro Advisors
Massachusetts
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
Bank of America
North Carolina
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$16.8K +$16.8K +500 New
NS
227
NBC Securities
Alabama
$12K – – –
Jones Financial Companies
228
Jones Financial Companies
Missouri
$10.3K – – –
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$10.1K -$44K -1,310 -81%
SPIA
230
Steward Partners Investment Advisory
New York
$7.56K – – –
PAS
231
Point72 Asia (Singapore)
Singapore
$7.04K +$7.04K +209 New
PS
232
Principal Securities
Iowa
$7.02K -$14K -416 -67%
EWA
233
EverSource Wealth Advisors
Alabama
$6.98K +$5.84K +174 +512%
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$4K -$1.06K -29 -21%
MS
235
Marshall & Sullivan
Washington
$3.73K +$3.73K +111 New
RS
236
Rakuten Securities
Japan
$3.66K +$3.66K +109 New
S
237
SignatureFD
Georgia
$3.19K +$2.38K +71 +296%
CIA
238
Cape Investment Advisory
Georgia
$2.92K +$2.92K +87 New
WTC
239
WhitTier Trust Company
Nevada
$2.79K +$2.79K +83 New
CIAM
240
Caitong International Asset Management
Hong Kong
$1.85K -$45.9K -1,366 -96%
AF
241
Allworth Financial
California
$1.75K -$370 -11 -17%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$1.75K +$1.75K +52 New
KG
243
Kilter Group
New York
$1.41K +$1.41K +42 New
PPC
244
Park Place Capital
Alabama
$1.23K +$1.23K +37 New
GI
245
GAMMA Investing
California
$1.01K +$1.01K +30 New
TWD
246
True Wealth Design
Ohio
$874 +$840 +25 +2,500%
CFO
247
CVA Family Office
Colorado
$672 – – –
BIA
248
Bell Investment Advisors
California
$571 +$134 +4 +31%
MCM
249
MAI Capital Management
Ohio
$538 +$538 +16 New
BIG
250
Brooklyn Investment Group
New York
$504 -$2.12K -63 -81%
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