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Klaviyo

276 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $62M | Put options by funds: $34.3M

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

33% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 79

9% more funds holding

Funds holding: 254276 (+22)

3.28% less ownership

Funds ownership: 140.91%137.63% (-3.3%)

13% less capital invested

Capital invested by funds: $4.48B → $3.91B (-$566M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
64
Increased
105
Reduced
79
Closed
39
Calls
$62M
Puts
$34.3M
Net Calls
+$27.7M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$6.61M -$209K -6,479 -3%
JF
77
Jump Financial
Illinois
$6.47M -$4.35M -134,739 -37%
MFA
78
Mayflower Financial Advisors
Massachusetts
$6.46M
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$6.27M +$1.94M +60,117 +36%
ACM
80
Ararat Capital Management
Connecticut
$6.12M -$1.99M -61,731 -22%
QT
81
Quantbot Technologies
New York
$5.71M -$1.71M -52,924 -20%
NCGI
82
Next Century Growth Investors
Minnesota
$5.52M +$6.44M +199,397 New
Swiss National Bank
83
Swiss National Bank
Switzerland
$5.5M +$552K +17,100 +9%
IC
84
IEQ Capital
California
$5.19M +$2.63M +81,558 +77%
UBS AM
85
UBS AM
Illinois
$5.06M -$3.23M -99,941 -35%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$4.82M +$27.7K +858 +0.5%
NS
87
Night Squared
New York
$4.63M +$758K +23,459 +16%
LP
88
Longaeva Partners
Illinois
$4.24M -$4.79M -148,282 -49%
Verition Fund Management
89
Verition Fund Management
Connecticut
$4.22M -$503K -15,564 -9%
SGM
90
Seven Grand Managers
New York
$4.15M +$4.84M +150,000 New
CG
91
Cynosure Group
Utah
$3.93M
PP
92
Paloma Partners
Connecticut
$3.88M +$4.53M +140,238 New
Dimensional Fund Advisors
93
Dimensional Fund Advisors
Texas
$3.73M -$3.42M -105,756 -44%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$3.72M -$25.7M -794,374 -86%
O
95
Ossiam
France
$3.71M +$4.32M +133,900 New
Wells Fargo
96
Wells Fargo
California
$3.57M -$292K -9,051 -7%
CAG
97
Crestwood Advisors Group
Massachusetts
$3.57M +$517 +16 +0%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$3.23M +$1.06M +32,668 +39%
RC
99
Renaissance Capital
Connecticut
$2.91M +$480K +14,867 +17%
NIP
100
Nicholas Investment Partners
California
$2.87M +$55.2K +1,709 +2%

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2025, worth a combined $3.91B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 39 closed out — a net gain of 25 holders — while 105 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Summit Partners, cutting an estimated $387M.

  • 276 institutional investors held Klaviyo (KVYO) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $3.91B of Klaviyo stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q3 2025 and 39 closed out, a net change of +25 holders.
  • The largest Klaviyo buyer in Q3 2025 was Fidelity Investments, an estimated $217M added.
  • The largest Klaviyo seller in Q3 2025 was Summit Partners, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2025.