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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
RC
76
Renaissance Capital
Connecticut
$3.31M -$540K -13,378 -11%
JF
77
Jump Financial
Illinois
$3.25M +$4.33M +107,356 New
NIP
78
Nicholas Investment Partners
California
$3.21M -$1.39M -34,568 -25%
Verition Fund Management
79
Verition Fund Management
Connecticut
$3.21M +$4.27M +105,924 New
3CP
80
3G Capital Partners
New York
$3.03M +$4.03M +100,000 New
SCA
81
Snowden Capital Advisors
New York
$3M +$101K +2,512 +3%
Deutsche Bank
82
Deutsche Bank
Germany
$2.87M
CWM
83
Cabot Wealth Management
Massachusetts
$2.73M +$34.5K +854 +1%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.58M +$3.44M +85,383 New
GIPM
85
G2 Investment Partners Management
New York
$2.44M +$227K +5,639 +8%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$2.27M -$7.06M -175,000 -70%
ITFISA
87
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.16M +$70.6K +1,750 +3%
Cerity Partners
88
Cerity Partners
New York
$2.14M +$6.33K +157 +0.2%
Squarepoint
89
Squarepoint
New York
$2.13M +$788K +19,527 +38%
Mariner
90
Mariner
Kansas
$2.07M -$129K -3,190 -4%
Legal & General Group
91
Legal & General Group
United Kingdom
$1.95M +$490K +12,136 +23%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$1.89M +$500K +12,383 +25%
JFG
93
Jefferies Financial Group
New York
$1.86M +$2.48M +61,404 New
BMSSC
94
B. Metzler seel. Sohn & Co
Germany
$1.8M +$511K +12,655 +27%
SEI Investments
95
SEI Investments
Pennsylvania
$1.77M +$622K +15,431 +36%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$1.65M +$2.19M +54,390 New
IC
97
IEQ Capital
California
$1.61M +$82.9K +2,056 +4%
AG
98
Algert Global
California
$1.61M +$2.14M +53,070 New
ORI
99
Oak Ridge Investments
Illinois
$1.55M +$453K +11,228 +28%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$1.41M +$1.88M +46,536 New