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Klaviyo

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $44.5M

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $3.99B → $4.7B (+$713M)

17% more funds holding

Funds holding: 156183 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

10.57% less ownership

Funds ownership: 155.26%144.69% (-11%)

Holders
183
Holders Change
+27
Holders Change %
+17.31%
% of All Funds
2.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
58
Increased
61
Reduced
44
Closed
29
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$40.5M +$26.1M +684,026 +229%
First Trust Advisors
27
First Trust Advisors
Illinois
$39M +$7.53M +197,283 +26%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$38.9M +$36M +942,523 New
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$38.1M +$4.79M +125,352 +16%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$36.4M +$3.68M +96,274 +12%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$30.9M +$28.6M +748,074 New
GCM
32
Glynn Capital Management
California
$26.9M -$19.4M -506,821 -44%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$25.3M +$7.05M +184,672 +43%
Norges Bank
34
Norges Bank
Norway
$25.2M
Renaissance Technologies
35
Renaissance Technologies
New York
$23.2M -$831K -21,756 -4%
State Street
36
State Street
Massachusetts
$21.7M +$3.48M +91,247 +21%
Citadel Advisors
37
Citadel Advisors
Florida
$20.6M +$3.29M +86,086 +21%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$19.8M +$18.3M +478,919 New
Charles Schwab
39
Charles Schwab
California
$19.2M +$1.53M +40,102 +9%
MFA
40
Mayflower Financial Advisors
Massachusetts
$17.8M -$9.68M -253,519 -37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.3M +$16M +419,600 New
HighTower Advisors
42
HighTower Advisors
Illinois
$16.5M -$64.2K -1,681 -0.4%
Marshall Wace
43
Marshall Wace
United Kingdom
$16.2M -$2.02M -52,857 -12%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$13.8M +$12.8M +334,638 New
OCM
45
Osterweis Capital Management
California
$13.8M +$2.63M +68,988 +26%
NIM
46
Needham Investment Management
New York
$13M
WCM Investment Management
47
WCM Investment Management
California
$12.8M +$11.7M +305,404 New
N
48
Nuveen
North Carolina
$12.5M -$1.76M -45,994 -13%
WA
49
Watchtower Advisors
Connecticut
$12.2M +$11.3M +295,689 New
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$12.1M +$8.83M +231,217 +368%