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Klaviyo
KVYO

Overview Fund Activity

252 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+37
Holders Change %
+17.21%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
69
Increased
111
Reduced
57
Closed
30
Calls
$73.3M
Puts
$41M
Net Calls
+$32.3M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$360M
3
CCPM
3
Cooper Creek Partners Management
New York
$57.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51.5M
5
American Century Companies
5
American Century Companies
Missouri
$90.2M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
3
Claro Advisors
Massachusetts
$0
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
5
Bank of America
North Carolina
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FFO
251
Fortitude Family Office
Arizona
$504 15 +15 New
BFS
252
Bare Financial Services
Pennsylvania
$504 15 +15 New
FC
253
Fairscale Capital
New Hampshire
$467 15 – –
FFA
254
Farther Finance Advisors
California
$302 9 +9 New
CA
255
Claro Advisors
Massachusetts
– – -1,648,873 Closed
TC
256
TwinBeech Capital
New York
– – -243,034 Closed
WA
257
Watchtower Advisors
Connecticut
– – -185,050 Closed
3CP
258
3G Capital Partners
New York
– – -100,000 Closed
Ohio Public Employees Retirement System (OPERS)
259
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -85,383 Closed
GIPM
260
G2 Investment Partners Management
New York
– – -80,666 Closed
MFS
261
Mirabella Financial Services
United Kingdom
– – -45,455 Closed
JG
262
Jain Global
New York
– – -37,960 Closed
AIMCA
263
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -35,190 Closed
SFI
264
Susquehanna Fundamental Investments
Pennsylvania
– – -32,069 Closed
DTL
265
Dynamic Technology Lab
Singapore
– – -24,767 Closed
VCM
266
Voleon Capital Management
California
– – -22,564 Closed
EMAM
267
Encompass More Asset Management
California
– – -18,159 Closed
FC
268
FORA Capital
Florida
– – -16,690 Closed
BFM
269
Boothbay Fund Management
New York
– – -14,639 Closed
SG Americas Securities
270
SG Americas Securities
New York
– – -13,918 Closed
MP
271
Mangrove Partners
Connecticut
– – -13,044 Closed
WP
272
Woodline Partners
California
– – -12,419 Closed
CAM
273
Cresset Asset Management
Illinois
– – -12,342 Closed
Walleye Trading
274
Walleye Trading
New York
– – -8,008 Closed
Universal-Beteiligungs- und Servicegesellschaft
275
Universal-Beteiligungs- und Servicegesellschaft
Germany
– – -7,876 Closed
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11
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