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Klaviyo

269 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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:

3.3% less ownership

Funds ownership: 140.92%137.61% (-3.3%)

13% less capital invested

Capital invested by funds: $4.48B → $3.91B (-$566M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62M
Puts
$34.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$67.2K
PHK
227
Point72 Hong Kong
Hong Kong
$66.4K
RhumbLine Advisers
228
RhumbLine Advisers
Massachusetts
$59.6K
SIC
229
Salem Investment Counselors
North Carolina
$59.5K
Comerica Bank
230
Comerica Bank
Texas
$57.3K
QL
231
Quarry LP
New York
$43.8K
BNP Paribas Asset Management
232
BNP Paribas Asset Management
France
$28K
CIAM
233
Caitong International Asset Management
Hong Kong
$26.7K
SOW
234
State of Wyoming
Wyoming
$23.8K
AAP
235
Arax Advisory Partners
Colorado
$23.6K
RS
236
Rakuten Securities
Japan
$21.2K
Jones Financial Companies
237
Jones Financial Companies
Missouri
$19.2K
SFCL
238
Strengthening Families & Communities LLC
Massachusetts
$18.8K
S
239
SignatureFD
Georgia
$16.3K
BSB
240
Bangor Savings Bank
Maine
$13.8K
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
NS
242
NBC Securities
Alabama
$10.3K
FHC
243
First Horizon Corporation
Tennessee
$9.22K
QCG
244
Quadrant Capital Group
Ohio
$7.5K
EWA
245
EverSource Wealth Advisors
Alabama
$6.56K
SPIA
246
Steward Partners Investment Advisory
New York
$6.23K
PS
247
Principal Securities
Iowa
$5.79K
MA
248
MCF Advisors
Kentucky
$5.68K
WTA
249
Washington Trust Advisors
Massachusetts
$5.48K
MWPCG
250
Measured Wealth Private Client Group
New Hampshire
$4.01K