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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
MFS
101
Mirabella Financial Services
United Kingdom
$1.38M +$1.83M +45,455 New
DWM
102
Dakota Wealth Management
Florida
$1.34M -$759K -18,821 -30%
WHP
103
Washington Harbour Partners
Virginia
$1.32M
Walleye Capital
104
Walleye Capital
New York
$1.26M +$1.68M +41,750 New
Russell Investments Group
105
Russell Investments Group
United Kingdom
$1.26M +$981K +24,309 +148%
CC
106
Centiva Capital
New York
$1.17M +$1.56M +38,785 New
JG
107
Jain Global
New York
$1.15M +$1.53M +37,960 New
P8IP
108
Pier 88 Investment Partners
California
$1.08M -$122K -3,030 -8%
AIMCA
109
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M +$1.42M +35,190 New
YIH
110
Y-Intercept (HK)
Hong Kong
$1.06M +$1.05M +26,068 +288%
LCM
111
Legato Capital Management
California
$1.02M -$250K -6,203 -15%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$1.01M +$270K +6,700 +26%
Barclays
113
Barclays
United Kingdom
$986K +$133K +3,309 +11%
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
$970K +$1.29M +32,069 New
WSFS
115
Wilmington Savings Fund Society
Delaware
$905K +$555K +13,750 +85%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$875K -$50.2M -1,244,013 -98%
MC
117
Miramar Capital
Illinois
$865K
GFP
118
Gryphon Financial Partners
Ohio
$865K +$1.15M +28,571 New
SSA
119
Schonfeld Strategic Advisors
New York
$829K +$1.11M +27,400 New
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$795K -$10.8M -267,848 -91%
AA
121
ALPS Advisors
Colorado
$786K +$84.2K +2,088 +9%
DM
122
Diker Management
New York
$758K -$3.02M -74,958 -75%
DTL
123
Dynamic Technology Lab
Singapore
$749K +$999K +24,767 New
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$741K -$1.37M -34,013 -58%
Corient Private Wealth
125
Corient Private Wealth
Florida
$694K -$287K -7,115 -24%