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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
PEAK6
301
PEAK6
Illinois
– -$384K -13,857 Closed
AIM
302
Aigen Investment Management
New York
– -$329K -11,890 Closed
DACG
303
Donor Advised Charitable Giving
California
– -$294K -10,600 Closed
BHCM
304
Brevan Howard Capital Management
Jersey
– -$276K -9,979 Closed
PA
305
PharVision Advisers
Florida
– -$263K -9,516 Closed
HSBC Holdings
306
HSBC Holdings
United Kingdom
– -$235K -8,144 Closed
SCP
307
Sender Company & Partners
New York
– -$215K -7,772 Closed
Bank Julius Baer & Co
308
Bank Julius Baer & Co
Switzerland
– -$112K -4,042 Closed
Russell Investments Group
309
Russell Investments Group
United Kingdom
– -$103K -3,710 Closed
RA
310
RiverPark Advisors
New York
– -$68.5K -2,474 Closed
SIC
311
Salem Investment Counselors
North Carolina
– -$59.5K -2,150 Closed
QL
312
Quarry LP
New York
– -$43.8K -1,583 Closed
FIA
313
FNY Investment Advisers
New York
– -$34K -1,228 Closed
BSB
314
Bangor Savings Bank
Maine
– -$13.8K -500 Closed
NS
315
NBC Securities
Alabama
– -$10.3K -373 Closed
PS
316
Principal Securities
Iowa
– -$5.79K -209 Closed
MA
317
MCF Advisors
Kentucky
– -$5.68K -205 Closed
WTA
318
Washington Trust Advisors
Massachusetts
– -$5.48K -198 Closed
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
– -$4K -148 Closed
Optiver Holding
320
Optiver Holding
Netherlands
– -$1.05K -38 Closed
ASN
321
Advisory Services Network
Georgia
– -$526 -19 Closed
ACM
322
Aster Capital Management
United Arab Emirates
– -$28 -1 Closed
AW
323
Avion Wealth
Texas
– +$504 +18 New
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.