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Klaviyo

215 hedge funds and large institutions have $3.49B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
63
Increased
85
Reduced
52
Closed
30
Calls
$74.5M
Puts
$50.5M
Net Calls
+$23.9M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$29M +$2.24M +73,847 +8%
Citadel Advisors
27
Citadel Advisors
Florida
$28.2M +$13.1M +432,769 +87%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$27.8M -$754K -24,910 -3%
First Trust Advisors
29
First Trust Advisors
Illinois
$27.7M -$899K -29,703 -3%
Ameriprise
30
Ameriprise
Minnesota
$27.5M -$2.22M -73,348 -7%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$27.3M -$593K -19,599 -2%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$26.8M -$3.41M -112,600 -11%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$25M +$22.4M +741,044 +881%
Two Sigma Investments
34
Two Sigma Investments
New York
$23M -$11M -363,349 -32%
State Street
35
State Street
Massachusetts
$16.8M +$826K +27,281 +5%
Raymond James Financial
36
Raymond James Financial
Florida
$16.5M +$7.6M +251,104 +85%
GCM
37
Glynn Capital Management
California
$16M -$3.71M -122,441 -19%
FGP
38
Freestone Grove Partners
California
$16M +$16M +528,333 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$15M +$9.27M +306,496 +162%
Charles Schwab
40
Charles Schwab
California
$13.6M -$433K -14,298 -3%
MFA
41
Mayflower Financial Advisors
Massachusetts
$13.1M
WCM Investment Management
42
WCM Investment Management
California
$12.1M +$2.63M +84,715 +28%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$11.7M +$11.7M +387,600 New
Millennium Management
44
Millennium Management
New York
$11.7M +$8.92M +294,658 +319%
Marshall Wace
45
Marshall Wace
United Kingdom
$11.4M -$570K -18,847 -5%
TI
46
Trexquant Investment
Connecticut
$11.2M +$9.28M +306,762 +472%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$11.1M +$1.02M +33,648 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.76M -$2.94M -97,000 -23%
OCM
49
Osterweis Capital Management
California
$9.72M -$373K -12,330 -4%
NIM
50
Needham Investment Management
New York
$9.35M -$182K -6,000 -2%