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Klaviyo

263 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 funds holding

Funds holding:

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.01M
LC
127
Lavelle Capital
California
$994K
Raymond James Financial
128
Raymond James Financial
Florida
$991K
GCM
129
Graham Capital Management
Connecticut
$926K
LCM
130
Landscape Capital Management
New Jersey
$891K
BCI
131
Brinker Capital Investments
Pennsylvania
$836K
Invesco
132
Invesco
Georgia
$828K
AA
133
Ancora Advisors
Ohio
$823K
MGP
134
M&G plc
United Kingdom
$814K
PFS
135
Prospera Financial Services
Texas
$768K
Corient Private Wealth
136
Corient Private Wealth
Florida
$736K
VCM
137
Voleon Capital Management
California
$729K
ASRS
138
Arizona State Retirement System
Arizona
$701K
CG
139
Clifford Group
Massachusetts
$676K
VIA
140
Vanguard Investments Australia
Australia
$626K
WSFS
141
Wilmington Savings Fund Society
Delaware
$580K
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$575K
GFP
143
Gryphon Financial Partners
Ohio
$569K
HighTower Advisors
144
HighTower Advisors
Illinois
$566K
KK
145
KLP Kapitalforvaltning
Norway
$560K
MC
146
Miramar Capital
Illinois
$556K
Creative Planning
147
Creative Planning
Kansas
$544K
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$523K
Capstone Investment Advisors
149
Capstone Investment Advisors
New York
$516K
SOW
150
State of Wyoming
Wyoming
$501K