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Klaviyo

214 hedge funds and large institutions have $3.49B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

17.44% less ownership

Funds ownership: 144.69%127.25% (-17%)

26% less capital invested

Capital invested by funds: $4.7B → $3.49B (-$1.22B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.5M
Puts
$50.5M
Net Calls
Net Calls Change

Top Buyers

1 +$35.3M
2 +$23.9M
3 +$22.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$22.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$20.1M

Top Sellers

1 -$60.5M
2 -$44.5M
3 -$37.6M
4
Goldman Sachs
Goldman Sachs
New York
-$27.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$7.9M
52
$7.35M
53
$6.99M
54
$6.37M
55
$6.07M
56
$6.04M
57
$6.03M
58
$5.6M
59
$5.55M
60
$5.51M
61
$4.85M
62
$4.79M
63
$4.53M
64
$4.48M
65
$4.48M
66
$4.33M
67
$4.29M
68
$4.23M
69
$4.19M
70
$3.9M
71
$3.75M
72
$3.7M
73
$3.66M
74
$3.34M
75
$3.31M