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Klaviyo

217 hedge funds and large institutions have $3.54B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

47% more call options, than puts

Call options by funds: $74.5M | Put options by funds: $50.5M

19% more funds holding

Funds holding: 183217 (+34)

15.59% less ownership

Funds ownership: 144.69%129.1% (-16%)

25% less capital invested

Capital invested by funds: $4.7B → $3.54B (-$1.17B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
2.91%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
64
Increased
86
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
Change in
Stake
Sands Capital Management
26
Sands Capital Management
Virginia
$29.4M -$10.7M -264,791 -21%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$29M +$2.98M +73,847 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$28.2M +$17.5M +432,769 +87%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$27.8M -$1M -24,910 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$27.7M -$1.2M -29,703 -3%
Ameriprise
31
Ameriprise
Minnesota
$27.5M -$2.96M -73,348 -7%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$27.3M -$791K -19,599 -2%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$26.8M -$4.54M -112,600 -11%
JP Morgan Chase
34
JP Morgan Chase
New York
$25M +$29.9M +741,044 +881%
Two Sigma Investments
35
Two Sigma Investments
New York
$23M -$14.7M -363,349 -32%
State Street
36
State Street
Massachusetts
$16.8M +$1.1M +27,281 +5%
Raymond James Financial
37
Raymond James Financial
Florida
$16.5M +$10.1M +251,104 +85%
GCM
38
Glynn Capital Management
California
$16M -$4.94M -122,441 -19%
FGP
39
Freestone Grove Partners
California
$16M +$21.3M +528,333 New
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$15M +$12.4M +306,496 +162%
Charles Schwab
41
Charles Schwab
California
$13.6M -$577K -14,298 -3%
MFA
42
Mayflower Financial Advisors
Massachusetts
$13.1M
WCM Investment Management
43
WCM Investment Management
California
$12.1M +$3.42M +84,715 +28%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$11.7M +$15.6M +387,600 New
Millennium Management
45
Millennium Management
New York
$11.7M +$11.9M +294,658 +319%
Marshall Wace
46
Marshall Wace
United Kingdom
$11.4M -$760K -18,847 -5%
TI
47
Trexquant Investment
Connecticut
$11.2M +$12.4M +306,762 +472%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$11.1M +$1.36M +33,648 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.76M -$3.91M -97,000 -23%
OCM
50
Osterweis Capital Management
California
$9.72M -$497K -12,330 -4%