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Klaviyo
KVYO

Overview Fund Activity

254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+39
Holders Change %
+18.14%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
70
Increased
111
Reduced
58
Closed
30
Calls
$86.5M
Puts
$42.3M
Net Calls
+$44.2M
Net Calls Change
+$20.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Vanguard Group
Vanguard Group
Pennsylvania
$360M
3
CCPM
Cooper Creek Partners Management
New York
$57.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$51.5M
5
American Century Companies
American Century Companies
Missouri
$90.2M

Top Sellers

1
SP
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
Claro Advisors
Massachusetts
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
Bank of America
North Carolina
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$8.24M +$474K +14,102 +6%
Dimensional Fund Advisors
77
Dimensional Fund Advisors
Texas
$8.08M +$1.38M +41,055 +21%
MFA
78
Mayflower Financial Advisors
Massachusetts
$7.83M -$6.66M -198,274 -46%
EGM
79
Engineers Gate Manager
New York
$7.79M +$1.63M +48,681 +27%
Swiss National Bank
80
Swiss National Bank
Switzerland
$6.1M +$1.4M +41,800 +30%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$5.81M -$300K -8,933 -5%
Verition Fund Management
82
Verition Fund Management
Connecticut
$5.63M +$2.08M +61,871 +58%
Capital Fund Management (CFM)
83
Capital Fund Management (CFM)
France
$5.59M +$3.76M +112,062 +206%
GIG
84
Goodnow Investment Group
Connecticut
$5.42M +$5.42M +161,400 New
NS
85
Night Squared
New York
$4.83M -$2.23M -66,527 -32%
SLG
86
Stanley-Laman Group
Pennsylvania
$4.81M -$569K -16,947 -11%
CG
87
Cynosure Group
Utah
$4.76M – – –
Wells Fargo
88
Wells Fargo
California
$4.63M +$4.38M +130,297 +1,692%
LCG
89
Lisanti Capital Growth
New York
$4.45M +$744K +22,150 +20%
LIP
90
Liontrust Investment Partners
United Kingdom
$4.36M -$292K -8,689 -6%
CAG
91
Crestwood Advisors Group
Massachusetts
$4.33M -$772 -23 -0%
SPS
92
Susquehanna Portfolio Strategies
Pennsylvania
$4.28M +$4.28M +127,414 New
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$3.92M -$243K -7,225 -6%
OCM
94
Osterweis Capital Management
California
$3.85M -$6.93M -206,490 -64%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$3.78M -$71.7M -2,136,100 -95%
SCA
96
Snowden Capital Advisors
New York
$3.71M +$380K +11,309 +11%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$3.55M +$3.55M +105,849 New
IC
98
IEQ Capital
California
$3.55M +$1.77M +52,632 +99%
Jane Street
99
Jane Street
New York
$3.54M -$521K -15,530 -13%
AG
100
Algert Global
California
$3.53M +$1.75M +52,080 +98%
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4
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