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Klaviyo

154 hedge funds and large institutions have $3.97B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+23
Holders Change %
+17.56%
% of All Funds
2.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
43
Increased
45
Reduced
48
Closed
20
Calls
$70.2M
Puts
$15.8M
Net Calls
+$54.4M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
126
Bank Julius Baer & Co
Switzerland
$188K -$12.5K -298 -6%
WTG
127
West Tower Group
Virginia
$177K +$177K +5,000 New
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$173K
Wells Fargo
129
Wells Fargo
California
$150K +$46.9K +1,326 +45%
Group One Trading
130
Group One Trading
Illinois
$138K +$68.6K +1,940 +100%
SIC
131
Salem Investment Counselors
North Carolina
$83.1K
RhumbLine Advisers
132
RhumbLine Advisers
Massachusetts
$72.6K +$72.6K +2,051 New
GWP
133
Gen-Wealth Partners
Michigan
$71.6K +$71.6K +1,855 New
JIP
134
Jaffetilchin Investment Partners
Florida
$69K +$69K +1,950 New
NC
135
nVerses Capital
Florida
$53.1K +$53.1K +1,500 New
AAM
136
Advisors Asset Management
Colorado
$48.2K +$28.6K +808 +146%
Deutsche Bank
137
Deutsche Bank
Germany
$46.4K
TRCT
138
Tower Research Capital (TRC)
New York
$37.4K -$79.7K -2,252 -68%
SFCL
139
Strengthening Families & Communities LLC
Massachusetts
$24.1K +$24.1K +680 New
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$23K -$2.41K -68 -9%
FFA
141
Farther Finance Advisors
California
$22.4K +$22.4K +634 New
PS
142
Principal Securities
Iowa
$22.1K +$22.1K +625 New
T2I
143
Turim 21 Investimentos
Brazil
$19.2K
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$13K -$8.26K -235 -39%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$11K -$30.6K -862 -74%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$5K +$426 +11 +9%
LFG
148
Larson Financial Group
Missouri
$3.54K +$3.54K +100 New
WSFS
149
Wilmington Savings Fund Society
Delaware
$3.26K +$3.26K +92 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$3.11K +$3.11K +88 New