We are live on ! Find out more
KVYO icon

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
NIM
51
Needham Investment Management
New York
$9.35M -$242K -6,000 -2%
PCH
52
Polar Capital Holdings
United Kingdom
$7.9M +$3.75M +93,019 +55%
TC
53
TwinBeech Capital
New York
$7.35M +$9.8M +243,034 New
William Blair & Company
54
William Blair & Company
Illinois
$6.99M +$1.01M +24,929 +12%
NS
55
Night Squared
New York
$6.37M +$8.49M +210,366 New
UBS Group
56
UBS Group
Switzerland
$6.07M +$2.12M +52,476 +35%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$6.04M +$5.11M +126,724 +174%
Northern Trust
58
Northern Trust
Illinois
$6.03M +$454K +11,263 +6%
WA
59
Watchtower Advisors
Connecticut
$5.6M -$4.46M -110,639 -37%
EGM
60
Engineers Gate Manager
New York
$5.55M +$5.65M +140,082 +323%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.51M +$539K +13,365 +8%
SLG
62
Stanley-Laman Group
Pennsylvania
$4.85M +$6.46M +160,177 New
CSS
63
Cubist Systematic Strategies
Connecticut
$4.79M +$6.39M +158,349 New
IWC
64
Integrated Wealth Concepts
Massachusetts
$4.53M +$202K +5,019 +3%
UBS AM
65
UBS AM
Illinois
$4.48M +$1.73M +42,980 +41%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$4.48M -$2.8M -69,333 -32%
PP
67
PDT Partners
New York
$4.33M +$1.25M +31,093 +28%
CG
68
Cynosure Group
Utah
$4.29M -$2.13M -52,759 -27%
Swiss National Bank
69
Swiss National Bank
Switzerland
$4.23M +$1.03M +25,600 +22%
LIP
70
Liontrust Investment Partners
United Kingdom
$4.19M +$2.86M +71,003 +105%
CAG
71
Crestwood Advisors Group
Massachusetts
$3.9M +$5.2M +128,941 New
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$3.75M -$19.7M -489,120 -80%
QT
73
Quantbot Technologies
New York
$3.7M +$4.94M +122,432 New
Jane Street
74
Jane Street
New York
$3.66M +$4.3M +106,575 +739%
LCG
75
Lisanti Capital Growth
New York
$3.34M -$896K -22,210 -17%