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Klaviyo

274 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 105 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:

3.28% less ownership

Funds ownership: 140.92%137.63% (-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
274
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
MA
251
MCF Advisors
Kentucky
$5.68K
WTA
252
Washington Trust Advisors
Massachusetts
$5.48K
AF
253
Allworth Financial
California
$5.4K
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$4.01K
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$4K
AWM
256
Activest Wealth Management
Florida
$3.27K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$3.24K
FFA
258
Farther Finance Advisors
California
$2.99K
CIA
259
Cape Investment Advisory
Georgia
$2.41K
WTC
260
WhitTier Trust Company
Nevada
$2.15K
BAM
261
Bellevue Asset Management
Washington
$2.05K
MAM
262
Marquette Asset Management
Minnesota
$1.75K
Optiver Holding
263
Optiver Holding
Netherlands
$1.05K
PPC
264
Park Place Capital
Alabama
$1.02K
BFS
265
Bare Financial Services
Pennsylvania
$831
HI
266
Harbour Investments
Wisconsin
$803
CFO
267
CVA Family Office
Colorado
$554
GI
268
GAMMA Investing
California
$526
ASN
269
Advisory Services Network
Georgia
$526
BIA
270
Bell Investment Advisors
California
$471
MCM
271
MAI Capital Management
Ohio
$444
FC
272
Fairscale Capital
New Hampshire
$415
ACM
273
Aster Capital Management
United Arab Emirates
$28
Norges Bank
274
Norges Bank
Norway
ZP
275
Zimmer Partners
New York