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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 %
PCH
51
Polar Capital Holdings
United Kingdom
$7.9M +$2.81M +93,019 +55%
TC
52
TwinBeech Capital
New York
$7.35M +$7.35M +243,034 New
William Blair & Company
53
William Blair & Company
Illinois
$6.99M +$754K +24,929 +12%
NS
54
Night Squared
New York
$6.37M +$6.37M +210,366 New
UBS Group
55
UBS Group
Switzerland
$6.07M +$1.59M +52,476 +35%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$6.04M +$3.84M +126,724 +174%
Northern Trust
57
Northern Trust
Illinois
$6.03M +$341K +11,263 +6%
WA
58
Watchtower Advisors
Connecticut
$5.6M -$3.35M -110,639 -37%
EGM
59
Engineers Gate Manager
New York
$5.55M +$4.24M +140,082 +323%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$5.51M +$404K +13,365 +8%
SLG
61
Stanley-Laman Group
Pennsylvania
$4.85M +$4.85M +160,177 New
CSS
62
Cubist Systematic Strategies
Connecticut
$4.79M +$4.79M +158,349 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$4.53M +$152K +5,019 +3%
UBS AM
64
UBS AM
Illinois
$4.48M +$1.3M +42,980 +41%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$4.48M -$2.1M -69,333 -32%
PP
66
PDT Partners
New York
$4.33M +$941K +31,093 +28%
CG
67
Cynosure Group
Utah
$4.29M -$1.6M -52,759 -27%
Swiss National Bank
68
Swiss National Bank
Switzerland
$4.23M +$775K +25,600 +22%
LIP
69
Liontrust Investment Partners
United Kingdom
$4.19M +$2.15M +71,003 +105%
CAG
70
Crestwood Advisors Group
Massachusetts
$3.9M +$3.9M +128,941 New
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$3.75M -$14.8M -489,120 -80%
QT
72
Quantbot Technologies
New York
$3.7M +$3.7M +122,432 New
Jane Street
73
Jane Street
New York
$3.66M +$3.22M +106,575 +739%
LCG
74
Lisanti Capital Growth
New York
$3.34M -$672K -22,210 -17%
RC
75
Renaissance Capital
Connecticut
$3.31M -$405K -13,378 -11%