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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
Legal & General Group
101
Legal & General Group
United Kingdom
$2.84M +$301K +9,320 +10%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$2.83M -$119K -3,676 -3%
LIP
103
Liontrust Investment Partners
United Kingdom
$2.82M -$906K -28,041 -22%
Deutsche Bank
104
Deutsche Bank
Germany
$2.79M +$129K +3,989 +4%
LP
105
LMR Partners
United Kingdom
$2.77M +$3.23M +100,000 New
OCM
106
Osterweis Capital Management
California
$2.73M -$523K -16,195 -14%
Squarepoint
107
Squarepoint
New York
$2.64M +$35.7K +1,104 +1%
BFM
108
Boothbay Fund Management
New York
$2.58M +$3.01M +93,055 New
California State Teachers Retirement System (CalSTRS)
109
California State Teachers Retirement System (CalSTRS)
California
$2.49M +$217K +6,727 +8%
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.4M +$2.8M +86,800 New
DM
111
Diker Management
New York
$2.22M
HNB
112
Huntington National Bank
Ohio
$2.12M +$2.48M +76,701 New
Mariner
113
Mariner
Kansas
$2.12M +$75K +2,322 +3%
Cerity Partners
114
Cerity Partners
New York
$2.01M -$581 -18 -0%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.99M -$382K -11,838 -14%
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$1.88M -$10.8M -335,494 -83%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.84M +$343K +10,624 +19%
AQR Capital Management
118
AQR Capital Management
Connecticut
$1.8M +$134K +4,149 +7%
TC
119
TwinBeech Capital
New York
$1.8M +$2.1M +65,029 New
Raymond James Financial
120
Raymond James Financial
Florida
$1.76M -$20.6M -637,396 -91%
SG Americas Securities
121
SG Americas Securities
New York
$1.75M +$2.04M +63,276 New
ITFISA
122
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.71M -$291K -9,000 -13%
FRM
123
Fox Run Management
Connecticut
$1.69M +$1.15M +35,719 +141%
AssetMark Inc
124
AssetMark Inc
California
$1.68M -$57.3K -1,775 -3%
BMSSC
125
B. Metzler seel. Sohn & Co
Germany
$1.52M -$1.09M -33,605 -38%

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.