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Klaviyo

276 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, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $62M | Put options by funds: $34.3M

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

33% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 79

9% more funds holding

Funds holding: 254276 (+22)

3.28% less ownership

Funds ownership: 140.91%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
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
64
Increased
105
Reduced
79
Closed
39
Calls
$62M
Puts
$34.3M
Net Calls
+$27.7M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$70K
RA
227
RiverPark Advisors
New York
$68.5K +$79.9K +2,474 New
PA
228
Parallel Advisors
California
$67.2K -$5.81K -180 -7%
PHK
229
Point72 Hong Kong
Hong Kong
$66.4K +$37.3K +1,155 +93%
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 +$5.26K +163 +9%
QL
233
Quarry LP
New York
$43.8K +$51.1K +1,583 New
FIA
234
FNY Investment Advisers
New York
$34K +$39.7K +1,228 New
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$28K +$2.52K +78 +8%
CIAM
236
Caitong International Asset Management
Hong Kong
$26.7K +$29.3K +908 +1,651%
SOW
237
State of Wyoming
Wyoming
$23.8K -$148K -4,579 -84%
AAP
238
Arax Advisory Partners
Colorado
$23.6K +$27.5K +852 New
RS
239
Rakuten Securities
Japan
$21.2K +$21.2K +655 +601%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$19.2K +$9.49K +294 +95%
SFCL
241
Strengthening Families & Communities LLC
Massachusetts
$18.8K
S
242
SignatureFD
Georgia
$16.3K +$15.9K +493 +519%
BSB
243
Bangor Savings Bank
Maine
$13.8K +$16.1K +500 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$12.9K +399 +767%
NS
245
NBC Securities
Alabama
$10.3K
FHC
246
First Horizon Corporation
Tennessee
$9.22K +$10.8K +333 New
QCG
247
Quadrant Capital Group
Ohio
$7.5K +$8.75K +271 New
EWA
248
EverSource Wealth Advisors
Alabama
$6.56K +$937 +29 +14%
SPIA
249
Steward Partners Investment Advisory
New York
$6.23K
PS
250
Principal Securities
Iowa
$5.79K

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2025, worth a combined $3.91B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 39 closed out — a net gain of 25 holders — while 105 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Summit Partners, cutting an estimated $387M.

  • 276 institutional investors held Klaviyo (KVYO) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $3.91B of Klaviyo stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q3 2025 and 39 closed out, a net change of +25 holders.
  • The largest Klaviyo buyer in Q3 2025 was Fidelity Investments, an estimated $217M added.
  • The largest Klaviyo seller in Q3 2025 was Summit Partners, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2025.