KVYO icon

Klaviyo

274 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 105 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:

3.28% less ownership

Funds ownership: 140.92%137.63% (-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
274
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
AAM
226
Advisors Asset Management
Colorado
$89.2K
RA
227
RiverPark Advisors
New York
$68.5K
PA
228
Parallel Advisors
California
$67.2K
PHK
229
Point72 Hong Kong
Hong Kong
$66.4K
RhumbLine Advisers
230
RhumbLine Advisers
Massachusetts
$59.6K
SIC
231
Salem Investment Counselors
North Carolina
$59.5K
Comerica Bank
232
Comerica Bank
Texas
$57.3K
QL
233
Quarry LP
New York
$43.8K
FIA
234
FNY Investment Advisers
New York
$34K
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$28K
CIAM
236
Caitong International Asset Management
Hong Kong
$26.7K
SOW
237
State of Wyoming
Wyoming
$23.8K
AAP
238
Arax Advisory Partners
Colorado
$23.6K
RS
239
Rakuten Securities
Japan
$21.2K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$19.2K
SFCL
241
Strengthening Families & Communities LLC
Massachusetts
$18.8K
S
242
SignatureFD
Georgia
$16.3K
BSB
243
Bangor Savings Bank
Maine
$13.8K
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
NS
245
NBC Securities
Alabama
$10.3K
FHC
246
First Horizon Corporation
Tennessee
$9.22K
QCG
247
Quadrant Capital Group
Ohio
$7.5K
EWA
248
EverSource Wealth Advisors
Alabama
$6.56K
SPIA
249
Steward Partners Investment Advisory
New York
$6.23K
PS
250
Principal Securities
Iowa
$5.79K