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Klaviyo

263 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 funds holding

Funds holding:

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$14.1K
FHC
227
First Horizon Corporation
Tennessee
$13.8K
US Bancorp
228
US Bancorp
Minnesota
$13.4K
SFCL
229
Strengthening Families & Communities LLC
Massachusetts
$13.2K
AAP
230
Arax Advisory Partners
Colorado
$10.4K
RIL
231
Rothschild Investment LLC
Illinois
$8.5K
WPA
232
Wealth Preservation Advisors
Tennessee
$5.7K
WTC
233
WhitTier Trust Company
Nevada
$5.22K
IAIM
234
International Assets Investment Management
Florida
$4.87K
MCM
235
MAI Capital Management
Ohio
$4.83K
MAM
236
Marquette Asset Management
Minnesota
$4.71K
BFS
237
Bare Financial Services
Pennsylvania
$4.26K
TRCT
238
Tower Research Capital (TRC)
New York
$3.89K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$3.87K
OCM
240
Osbon Capital Management
Massachusetts
$3.37K
BIA
241
Bell Investment Advisors
California
$3.19K
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$2.82K
AAG
243
Armstrong Advisory Group
Massachusetts
$2.34K
TWD
244
True Wealth Design
Ohio
$1.95K
GI
245
GAMMA Investing
California
$1.95K
PWMG
246
Private Wealth Management Group
New Jersey
$1.85K
AWM
247
Activest Wealth Management
Florida
$1.81K
CFO
248
CVA Family Office
Colorado
$1.46K
EC
249
Elequin Capital
New York
$1.38K
BWL
250
Bogart Wealth LLC
Virginia
$1.19K