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Klaviyo

269 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.3% less ownership

Funds ownership: 140.92%137.61% (-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
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62M
Puts
$34.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$2.84M
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$2.83M
LIP
103
Liontrust Investment Partners
United Kingdom
$2.82M
Deutsche Bank
104
Deutsche Bank
Germany
$2.79M
LP
105
LMR Partners
United Kingdom
$2.77M
OCM
106
Osterweis Capital Management
California
$2.73M
Squarepoint
107
Squarepoint
New York
$2.64M
BFM
108
Boothbay Fund Management
New York
$2.58M
California State Teachers Retirement System (CalSTRS)
109
California State Teachers Retirement System (CalSTRS)
California
$2.49M
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.4M
DM
111
Diker Management
New York
$2.22M
HNB
112
Huntington National Bank
Ohio
$2.12M
Mariner
113
Mariner
Kansas
$2.12M
Cerity Partners
114
Cerity Partners
New York
$2.01M
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.99M
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$1.88M
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.84M
AQR Capital Management
118
AQR Capital Management
Connecticut
$1.8M
TC
119
TwinBeech Capital
New York
$1.8M
Raymond James Financial
120
Raymond James Financial
Florida
$1.76M
SG Americas Securities
121
SG Americas Securities
New York
$1.75M
ITFISA
122
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.71M
FRM
123
Fox Run Management
Connecticut
$1.69M
AssetMark Inc
124
AssetMark Inc
California
$1.68M
BMSSC
125
B. Metzler seel. Sohn & Co
Germany
$1.52M