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Klaviyo

263 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 funds holding

Funds holding:

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
CoreCap Advisors
Michigan
$1.15K
SC
252
SouthState Corp
Florida
$1.03K
CFM
253
Cornerstone Financial Management
Massachusetts
$1.03K
AW
254
Avion Wealth
Texas
$1K
CAL
255
Capital Advisors Ltd
Ohio
$1K
PPC
256
Park Place Capital
Alabama
$720
KG
257
Kilter Group
New York
$623
NSIM
258
North Star Investment Management
Illinois
$584
SIC
259
SJS Investment Consulting
Ohio
$526
FC
260
Fairscale Capital
New Hampshire
$292
PWA
261
Physician Wealth Advisors
Utah
$292
CIAM
262
Caitong International Asset Management
Hong Kong
$136
DF
263
Dunhill Financial
United Kingdom
$45
1WCM
264
12 West Capital Management
New York
Two Sigma Advisers
265
Two Sigma Advisers
New York
Norges Bank
266
Norges Bank
Norway
SRFM
267
Shannon River Fund Management
New York
JGC
268
J. Goldman & Co
New York
GIM
269
Granahan Investment Management
Massachusetts
NCM
270
Nearwater Capital Markets
Ireland
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
271
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
GCM
272
Glynn Capital Management
California
JF
273
Jump Financial
Illinois
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
LIP
275
Liontrust Investment Partners
United Kingdom