KVYO icon

Klaviyo

269 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.3% less ownership

Funds ownership: 140.92%137.61% (-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
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62M
Puts
$34.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$4K
AWM
252
Activest Wealth Management
Florida
$3.27K
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$3.24K
FFA
254
Farther Finance Advisors
California
$2.99K
WTC
255
WhitTier Trust Company
Nevada
$2.15K
BAM
256
Bellevue Asset Management
Washington
$2.05K
MAM
257
Marquette Asset Management
Minnesota
$1.75K
Optiver Holding
258
Optiver Holding
Netherlands
$1.05K
PPC
259
Park Place Capital
Alabama
$1.02K
BFS
260
Bare Financial Services
Pennsylvania
$831
HI
261
Harbour Investments
Wisconsin
$803
CFO
262
CVA Family Office
Colorado
$554
GI
263
GAMMA Investing
California
$526
ASN
264
Advisory Services Network
Georgia
$526
BIA
265
Bell Investment Advisors
California
$471
MCM
266
MAI Capital Management
Ohio
$444
FC
267
Fairscale Capital
New Hampshire
$415
ACM
268
Aster Capital Management
United Arab Emirates
$28
Norges Bank
269
Norges Bank
Norway
ZP
270
Zimmer Partners
New York
GCM
271
Ghisallo Capital Management
Massachusetts
Voloridge Investment Management
272
Voloridge Investment Management
Florida
FIG
273
Fortress Investment Group
New York
PCH
274
Polar Capital Holdings
United Kingdom
SLG
275
Stanley-Laman Group
Pennsylvania