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Klaviyo
KVYO

261 hedge funds and large institutions have $5.14B invested in Klaviyo in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

73% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $30.5M

31% more capital invested

Capital invested by funds: $3.91B → $5.14B (+$1.23B)

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% less funds holding

Funds holding: 276 → 261 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

22.78% less ownership

Funds ownership: 137.63% → 114.85% (-23%)

Holders
261
Holders Change
-15
Holders Change %
-5.43%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
52
Increased
100
Reduced
85
Closed
63
Calls
$52.8M
Puts
$30.5M
Net Calls
+$22.2M
Net Calls Change
-$5.44M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$358M
2
Morgan Stanley
Morgan Stanley
New York
+$108M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$79.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$44.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$122M
2
Citadel Advisors
Citadel Advisors
Florida
-$75M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$31.8M
4
CCPM
Cooper Creek Partners Management
New York
-$28M
5
FGP
Freestone Grove Partners
California
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
226
Caitong International Asset Management
Hong Kong
$8.61K -$19.6K -698 -72%
SPIA
227
Steward Partners Investment Advisory
New York
$7.31K – – –
EP
228
Essential Partners
California
$6.49K +$3.11K +111 +125%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$6.46K -$7.06K -252 -56%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$5.84K -$11.9K -425 -70%
EWA
231
EverSource Wealth Advisors
Alabama
$5.65K -$1.76K -63 -27%
OCM
232
Osbon Capital Management
Massachusetts
$5.62K +$4.85K +173 New
QCG
233
Quadrant Capital Group
Ohio
$5.49K -$2.86K -102 -38%
RIL
234
Rothschild Investment LLC
Illinois
$4.87K +$4.2K +150 New
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$4.71K – – –
MAM
236
Marquette Asset Management
Minnesota
$4.22K +$1.88K +67 +106%
CIA
237
Cape Investment Advisory
Georgia
$3.96K +$980 +35 +40%
BAM
238
Bellevue Asset Management
Washington
$3.77K +$1.18K +42 +57%
WTC
239
WhitTier Trust Company
Nevada
$3.6K +$1.15K +41 +49%
FFO
240
Fortitude Family Office
Arizona
$3.08K +$2.66K +95 New
AWM
241
Activest Wealth Management
Florida
$2.47K -$1.18K -42 -36%
NIG
242
NFJ Investment Group
Texas
$2.44K +$2.1K +75 New
CA
243
CoreCap Advisors
Michigan
$1.92K +$1.65K +59 New
TWD
244
True Wealth Design
Ohio
$1.75K +$1.51K +54 New
BFS
245
Bare Financial Services
Pennsylvania
$1.69K +$616 +22 +73%
GI
246
GAMMA Investing
California
$1.43K +$700 +25 +132%
CFO
247
CVA Family Office
Colorado
$1.27K +$532 +19 +95%
PPC
248
Park Place Capital
Alabama
$1.2K – – –
TRCT
249
Tower Research Capital (TRC)
New York
$1.14K -$163K -5,814 -99%
BWL
250
Bogart Wealth LLC
Virginia
$1.1K +$952 +34 New
8 9
10
11 12

KVYO Hedge Fund Activity: Q4 2025 in Review

261 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q4 2025, worth a combined $5.14B — up 31% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of KVYO and 52 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 100 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $358M. The largest seller was Point72 Asset Management, cutting an estimated $122M.

  • 261 institutional investors held Klaviyo (KVYO) as of Q4 2025, down from 276 in Q3 2025.
  • Funds reported $5.14B of Klaviyo stock for Q4 2025, up 31% quarter-over-quarter.
  • 52 funds opened new Klaviyo positions in Q4 2025 and 63 closed out, a net change of -11 holders.
  • The largest Klaviyo buyer in Q4 2025 was Capital International Investors, an estimated $358M added.
  • The largest Klaviyo seller in Q4 2025 was Point72 Asset Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2025.