Klaviyo
KVYO
254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 30 closing their positions.
127% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 30
104% more call options, than puts
Call options by funds: $86.5M | Put options by funds: $42.3M
90% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 59
27% more capital invested
Capital invested by funds: $3.54B → $4.48B (+$944M)
17% more funds holding
Funds holding: 217 → 254 (+37)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11.81% more ownership
Funds ownership: 129.1% → 140.91% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$97.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71.6M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$53.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$253M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$67.7M |
| 3 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$49.9M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$20.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18M |
KVYO Hedge Fund Activity: Q2 2025 in Review
254 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q2 2025, worth a combined $4.48B — up 27% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new KVYO positions and 30 closed out — a net gain of 38 holders — while 112 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $97.3M. The largest seller was Summit Partners, cutting an estimated $253M.
- 254 institutional investors held Klaviyo (KVYO) as of Q2 2025, up from 217 in Q1 2025.
- Funds reported $4.48B of Klaviyo stock for Q2 2025, up 27% quarter-over-quarter.
- 68 funds opened new Klaviyo positions in Q2 2025 and 30 closed out, a net change of +38 holders.
- The largest Klaviyo buyer in Q2 2025 was Morgan Stanley, an estimated $97.3M added.
- The largest Klaviyo seller in Q2 2025 was Summit Partners, an estimated $253M sold.
Based on aggregated 13F filings for Q2 2025.