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Klaviyo
KVYO

Overview Fund Activity

252 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+37
Holders Change %
+17.21%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
69
Increased
111
Reduced
57
Closed
30
Calls
$73.3M
Puts
$41M
Net Calls
+$32.3M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$360M
3
CCPM
3
Cooper Creek Partners Management
New York
$57.1M
4
Norges Bank
4
Norges Bank
Norway
$52.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$51.5M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
3
Claro Advisors
Massachusetts
$0
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
5
Bank of America
North Carolina
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$42.6M 1,269,959 +1,269,959 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$42.2M 1,255,809 +299,502 +31%
Renaissance Technologies
28
Renaissance Technologies
New York
$40.1M 1,195,044 +219,400 +22%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$39.1M 1,164,659 -373,561 -24%
Two Sigma Investments
30
Two Sigma Investments
New York
$38M 1,130,866 +369,782 +49%
Sands Capital Management
31
Sands Capital Management
Virginia
$37.2M 1,109,069 +136,320 +14%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$35.3M 1,051,218 -13,873 -1%
First Trust Advisors
33
First Trust Advisors
Illinois
$33.2M 988,766 +72,806 +8%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$31.2M 928,542 +10,929 +1%
Bank of America
35
Bank of America
North Carolina
$29.4M 874,958 -568,255 -39%
FGP
36
Freestone Grove Partners
California
$28.1M 836,424 +308,091 +58%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$27.9M 831,834 +463,548 +126%
IWC
38
Integrated Wealth Concepts
Massachusetts
$27.9M 830,451 +680,818 +455%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.8M 827,900 +505,300 +157%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$26.6M 793,207 +783,199 +7,826%
ZP
41
Zimmer Partners
New York
$24.2M 719,636 +719,636 New
State Street
42
State Street
Massachusetts
$24M 713,807 +159,831 +29%
GCM
43
Glynn Capital Management
California
$23.7M 705,258 +174,941 +33%
Raymond James Financial
44
Raymond James Financial
Florida
$23.5M 700,975 +155,816 +29%
Marshall Wace
45
Marshall Wace
United Kingdom
$22.8M 679,675 +304,531 +81%
Citadel Advisors
46
Citadel Advisors
Florida
$21.4M 635,919 -296,196 -32%
ACH
47
ArrowMark Colorado Holdings
Colorado
$20.5M 611,004 +611,004 New
WCM Investment Management
48
WCM Investment Management
California
$20.5M 619,165 +229,046 +59%
Charles Schwab
49
Charles Schwab
California
$20.4M 608,947 +158,786 +35%
CSS
50
Cubist Systematic Strategies
Connecticut
$20.3M 605,898 +447,549 +283%
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