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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
76
$3.25M
77
$3.21M
78
$3.21M
79
$3.03M
80
$3M
81
$2.87M
82
$2.73M
83
$2.58M
84
$2.44M
85
$2.27M
86
$2.16M
87
$2.14M
88
$2.13M
89
$2.07M
90
$1.95M
91
$1.89M
92
$1.86M
93
$1.8M
94
$1.77M
95
$1.65M
96
$1.61M
97
$1.61M
98
$1.55M
99
$1.41M
100
$1.38M