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Klaviyo

254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86.5M
Puts
$42.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$16.8K
NS
227
NBC Securities
Alabama
$12K
Jones Financial Companies
228
Jones Financial Companies
Missouri
$10.3K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$10.1K
SPIA
230
Steward Partners Investment Advisory
New York
$7.56K
PAS
231
Point72 Asia (Singapore)
Singapore
$7.04K
PS
232
Principal Securities
Iowa
$7.02K
EWA
233
EverSource Wealth Advisors
Alabama
$6.98K
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$4K
MS
235
Marshall & Sullivan
Washington
$3.73K
RS
236
Rakuten Securities
Japan
$3.66K
S
237
SignatureFD
Georgia
$3.19K
CIA
238
Cape Investment Advisory
Georgia
$2.92K
WTC
239
WhitTier Trust Company
Nevada
$2.79K
CIAM
240
Caitong International Asset Management
Hong Kong
$1.85K
AF
241
Allworth Financial
California
$1.75K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$1.75K
KG
243
Kilter Group
New York
$1.41K
PPC
244
Park Place Capital
Alabama
$1.23K
GI
245
GAMMA Investing
California
$1.01K
TWD
246
True Wealth Design
Ohio
$874
CFO
247
CVA Family Office
Colorado
$672
BIA
248
Bell Investment Advisors
California
$571
MCM
249
MAI Capital Management
Ohio
$538
BIG
250
Brooklyn Investment Group
New York
$504