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Klaviyo

276 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, 79 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%137.64% (-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
276
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

Top Buyers

1 +$217M
2 +$202M
3 +$169M
4
Citadel Advisors
Citadel Advisors
Florida
+$76.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$66.5M

Top Sellers

1 -$387M
2 -$25.7M
3 -$24.6M
4
ZP
Zimmer Partners
New York
-$24.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$5.79K
MA
252
MCF Advisors
Kentucky
$5.68K
WTA
253
Washington Trust Advisors
Massachusetts
$5.48K
AF
254
Allworth Financial
California
$5.4K
MWPCG
255
Measured Wealth Private Client Group
New Hampshire
$4.01K
CI Investments Inc
256
CI Investments Inc
Ontario, Canada
$4K
AWM
257
Activest Wealth Management
Florida
$3.27K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$3.24K
FFA
259
Farther Finance Advisors
California
$2.99K
CIA
260
Cape Investment Advisory
Georgia
$2.41K
WTC
261
WhitTier Trust Company
Nevada
$2.15K
BAM
262
Bellevue Asset Management
Washington
$2.05K
MAM
263
Marquette Asset Management
Minnesota
$1.75K
Optiver Holding
264
Optiver Holding
Netherlands
$1.05K
PPC
265
Park Place Capital
Alabama
$1.02K
BFS
266
Bare Financial Services
Pennsylvania
$831
HI
267
Harbour Investments
Wisconsin
$803
CFO
268
CVA Family Office
Colorado
$554
GI
269
GAMMA Investing
California
$526
ASN
270
Advisory Services Network
Georgia
$526
BIA
271
Bell Investment Advisors
California
$471
MCM
272
MAI Capital Management
Ohio
$444
FC
273
Fairscale Capital
New Hampshire
$415
KG
274
Kilter Group
New York
$250
ACM
275
Aster Capital Management
United Arab Emirates
$28