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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
Public Sector Pension Investment Board (PSP Investments)
276
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.4M -86,800 Closed
TC
277
TwinBeech Capital
New York
– -$1.8M -65,029 Closed
FRM
278
Fox Run Management
Connecticut
– -$1.69M -61,101 Closed
BMSSC
279
B. Metzler seel. Sohn & Co
Germany
– -$1.52M -54,949 Closed
ORI
280
Oak Ridge Investments
Illinois
– -$1.34M -48,566 Closed
CC
281
Centiva Capital
New York
– -$1.3M -46,836 Closed
PP
282
PDT Partners
New York
– -$1.29M -46,653 Closed
CM
283
Caption Management
Oklahoma
– -$1.28M -46,338 Closed
YIH
284
Y-Intercept (HK)
Hong Kong
– -$1.13M -40,793 Closed
MIM
285
Monashee Investment Management
Massachusetts
– -$1.11M -40,000 Closed
CWM
286
Cabot Wealth Management
Massachusetts
– -$1.05M -37,936 Closed
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
– -$1.02M -36,397 Closed
MF
288
Magnetar Financial
Illinois
– -$946K -34,164 Closed
IMRF
289
Illinois Municipal Retirement Fund
Illinois
– -$935K -33,761 Closed
DFCM
290
Dark Forest Capital Management
Puerto Rico
– -$791K -28,562 Closed
CMF
291
Counterpoint Mutual Funds
California
– -$754K -27,241 Closed
MLCM
292
M & L Capital Management
United Kingdom
– -$712K -25,700 Closed
SRL
293
Scientech Research LLC
New Jersey
– -$704K -25,412 Closed
CF
294
Cantor Fitzgerald
New York
– -$637K -23,000 Closed
Capstone Investment Advisors
295
Capstone Investment Advisors
New York
– -$637K -22,992 Closed
XT
296
XTX Topco
Cayman Islands
– -$494K -17,855 Closed
SM
297
Sciencast Management
New Jersey
– -$480K -17,320 Closed
Teacher Retirement System of Texas
298
Teacher Retirement System of Texas
Texas
– -$429K -15,496 Closed
DTL
299
Dynamic Technology Lab
Singapore
– -$429K -15,493 Closed
FG
300
Formula Growth
Quebec, Canada
– -$415K -15,000 Closed
9 10 11
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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.