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Klaviyo
KVYO

261 hedge funds and large institutions have $5.14B invested in Klaviyo in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

73% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $30.5M

31% more capital invested

Capital invested by funds: $3.91B → $5.14B (+$1.23B)

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% less funds holding

Funds holding: 276 → 261 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

22.78% less ownership

Funds ownership: 137.63% → 114.85% (-23%)

Holders
261
Holders Change
-15
Holders Change %
-5.43%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
52
Increased
100
Reduced
85
Closed
63
Calls
$52.8M
Puts
$30.5M
Net Calls
+$22.2M
Net Calls Change
-$5.44M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$358M
2
Morgan Stanley
Morgan Stanley
New York
+$108M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$79.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$44.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$122M
2
Citadel Advisors
Citadel Advisors
Florida
-$75M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$31.8M
4
CCPM
Cooper Creek Partners Management
New York
-$28M
5
FGP
Freestone Grove Partners
California
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
251
Bell Investment Advisors
California
$975 +$364 +13 +76%
HI
252
Harbour Investments
Wisconsin
$942 – – –
SAG
253
SageView Advisory Group
California
$650 +$560 +20 New
KG
254
Kilter Group
New York
$617 +$280 +10 +111%
OC
255
Optima Capital
Oregon
$584 +$504 +18 New
BWA
256
Basecamp Wealth Advisors
Washington
$552 +$476 +17 New
FC
257
Fairscale Capital
New Hampshire
$487 – – –
AAP
258
Arax Advisory Partners
Colorado
$422 -$23.5K -839 -98%
CA
259
Clearstead Advisors
Ohio
$130 +$112 +4 New
DF
260
Dunhill Financial
United Kingdom
$75 +$56 +2 New
CCPM
261
Cooper Creek Partners Management
New York
– -$28M -1,012,849 Closed
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
– -$17.8M -641,397 Closed
Arrowstreet Capital
263
Arrowstreet Capital
Massachusetts
– -$17.3M -623,692 Closed
Lord, Abbett & Co
264
Lord, Abbett & Co
New Jersey
– -$13M -469,691 Closed
WCM Investment Management
265
WCM Investment Management
California
– -$12.3M -389,303 Closed
SC
266
SummitTX Capital
Texas
– -$7.31M -264,169 Closed
SCM
267
Scopia Capital Management
New York
– -$6.86M -247,564 Closed
ACM
268
Ararat Capital Management
Connecticut
– -$6.12M -221,107 Closed
QT
269
Quantbot Technologies
New York
– -$5.71M -206,170 Closed
NCGI
270
Next Century Growth Investors
Minnesota
– -$5.52M -199,397 Closed
LP
271
Longaeva Partners
Illinois
– -$4.24M -153,221 Closed
SGM
272
Seven Grand Managers
New York
– -$4.15M -150,000 Closed
PP
273
Paloma Partners
Connecticut
– -$3.88M -140,238 Closed
NIP
274
Nicholas Investment Partners
California
– -$2.87M -103,619 Closed
OCM
275
Osterweis Capital Management
California
– -$2.73M -98,528 Closed
9 10
11
12 13

KVYO Hedge Fund Activity: Q4 2025 in Review

261 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q4 2025, worth a combined $5.14B — up 31% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of KVYO and 52 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 100 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $358M. The largest seller was Point72 Asset Management, cutting an estimated $122M.

  • 261 institutional investors held Klaviyo (KVYO) as of Q4 2025, down from 276 in Q3 2025.
  • Funds reported $5.14B of Klaviyo stock for Q4 2025, up 31% quarter-over-quarter.
  • 52 funds opened new Klaviyo positions in Q4 2025 and 63 closed out, a net change of -11 holders.
  • The largest Klaviyo buyer in Q4 2025 was Capital International Investors, an estimated $358M added.
  • The largest Klaviyo seller in Q4 2025 was Point72 Asset Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2025.