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Klaviyo
KVYO

Overview Fund Activity

254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+39
Holders Change %
+18.14%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
70
Increased
111
Reduced
58
Closed
30
Calls
$86.5M
Puts
$42.3M
Net Calls
+$44.2M
Net Calls Change
+$20.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Vanguard Group
Vanguard Group
Pennsylvania
$360M
3
CCPM
Cooper Creek Partners Management
New York
$57.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$51.5M
5
American Century Companies
American Century Companies
Missouri
$90.2M

Top Sellers

1
SP
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
Claro Advisors
Massachusetts
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
Bank of America
North Carolina
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORI
126
Oak Ridge Investments
Illinois
$1.64M -$75.4K -2,244 -4%
SSA
127
Schonfeld Strategic Advisors
New York
$1.55M +$630K +18,770 +69%
P8IP
128
Pier 88 Investment Partners
California
$1.38M +$178K +5,310 +15%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$1.33M +$1.33M +39,920 New
AIM
130
Aigen Investment Management
New York
$1.29M +$1.29M +38,405 New
LCM
131
Legato Capital Management
California
$1.28M +$145K +4,320 +13%
NRD
132
Nebula Research & Development
New York
$1.26M +$491K +14,609 +64%
BCI
133
Brinker Capital Investments
Pennsylvania
$1.25M +$1.25M +37,089 New
MNBTD
134
Moody National Bank Trust Division
Texas
$1.18M +$1.18M +35,206 New
HighTower Advisors
135
HighTower Advisors
Illinois
$1.17M +$418K +12,451 +56%
Citigroup
136
Citigroup
New York
$1.05M +$732K +21,805 +227%
VRS
137
Virginia Retirement Systems
Virginia
$1.04M +$819K +24,400 +364%
WHP
138
Washington Harbour Partners
Virginia
$1.03M -$432K -12,867 -30%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M +$739K +22,000 +259%
WSFS
140
Wilmington Savings Fund Society
Delaware
$1M -$3.09K -92 -0.3%
Jennison Associates
141
Jennison Associates
New York
$985K +$985K +29,336 New
GFP
142
Gryphon Financial Partners
Ohio
$977K +$17.4K +517 +2%
MC
143
Miramar Capital
Illinois
$959K – – –
ASRS
144
Arizona State Retirement System
Arizona
$932K +$237K +7,065 +34%
CC
145
Centiva Capital
New York
$886K -$416K -12,392 -32%
Stifel Financial
146
Stifel Financial
Missouri
$862K +$862K +25,657 New
FRM
147
Fox Run Management
Connecticut
$852K +$142K +4,233 +20%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$849K +$429K +12,770 +102%
EMPI
149
Elo Mutual Pension Insurance
Finland
$842K +$842K +25,083 New
AA
150
ALPS Advisors
Colorado
$834K -$38.1K -1,134 -4%
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6
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