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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

81% more call options, than puts

Call options by funds: $62M | Put options by funds: $34.3M

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

33% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 79

9% more funds holding

Funds holding: 254276 (+22)

3.28% less ownership

Funds ownership: 140.91%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
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
64
Increased
105
Reduced
79
Closed
39
Calls
$62M
Puts
$34.3M
Net Calls
+$27.7M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
276
Norges Bank
Norway
-$52.6M -1,567,276 Closed
ZP
277
Zimmer Partners
New York
-$24.2M -719,636 Closed
GCM
278
Ghisallo Capital Management
Massachusetts
-$16.8M -500,000 Closed
Voloridge Investment Management
279
Voloridge Investment Management
Florida
-$14M -416,606 Closed
FIG
280
Fortress Investment Group
New York
-$10.1M -300,000 Closed
PCH
281
Polar Capital Holdings
United Kingdom
-$8.29M -246,812 Closed
SLG
282
Stanley-Laman Group
Pennsylvania
-$4.81M -143,230 Closed
LCG
283
Lisanti Capital Growth
New York
-$4.45M -132,405 Closed
1832 Asset Management
284
1832 Asset Management
Ontario, Canada
-$3.78M -112,700 Closed
Jane Street
285
Jane Street
New York
-$3.41M -105,459 Closed
QC
286
Quadrature Capital
United Kingdom
-$2.15M -64,153 Closed
Adage Capital Partners
287
Adage Capital Partners
Massachusetts
-$1.68M -50,000 Closed
NRD
288
Nebula Research & Development
New York
-$1.26M -37,431 Closed
AA
289
ALPS Advisors
Colorado
-$834K -24,843 Closed
Corient Private Wealth
290
Corient Private Wealth
Florida
-$781K -23,249 Closed
MMEA
291
Main Management ETF Advisors
California
-$763K -22,723 Closed
PTC
292
Petrus Trust Company
Texas
-$500K -14,900 Closed
GCM
293
Graham Capital Management
Connecticut
-$470K -14,002 Closed
VF
294
Virtu Financial
New York
-$402K -11,983 Closed
KeyBank National Association
295
KeyBank National Association
Ohio
-$378K -11,253 Closed
HIIFS
296
Harel Insurance Investments & Financial Services
Israel
-$326K -9,700 Closed
Amundi
297
Amundi
France
-$310K -9,430 Closed
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
-$256K -7,547 Closed
HI
299
HBK Investments
Texas
-$252K -7,500 Closed
Capital World Investors
300
Capital World Investors
California
-$215K -6,406 Closed

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2025, worth a combined $3.91B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 39 closed out — a net gain of 25 holders — while 105 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Summit Partners, cutting an estimated $387M.

  • 276 institutional investors held Klaviyo (KVYO) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $3.91B of Klaviyo stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q3 2025 and 39 closed out, a net change of +25 holders.
  • The largest Klaviyo buyer in Q3 2025 was Fidelity Investments, an estimated $217M added.
  • The largest Klaviyo seller in Q3 2025 was Summit Partners, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2025.