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Klaviyo
KVYO

Overview Fund Activity

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
61
Reduced
44
Closed
28
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$38.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$30.9M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.68B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$124M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$21.4K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$165M
5
Millennium Management
5
Millennium Management
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K +$27.9K +677 +5%
PTC
127
Petrus Trust Company
Texas
$518K +$518K +12,555 New
KK
128
KLP Kapitalforvaltning
Norway
$507K +$507K +12,300 New
BFM
129
Boothbay Fund Management
New York
$484K -$91.1K -2,208 -16%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$468K – – –
SG Americas Securities
131
SG Americas Securities
New York
$451K +$79.4K +1,923 +21%
TWPM
132
Total Wealth Planning & Management
Florida
$397K +$397K +9,627 New
QC
133
Quadrature Capital
United Kingdom
$397K -$394K -9,556 -50%
GPGA
134
Grandeur Peak Global Advisors
Utah
$392K -$480K -11,646 -55%
YIH
135
Y-Intercept (HK)
Hong Kong
$374K +$374K +9,064 New
Stifel Financial
136
Stifel Financial
Missouri
$364K +$364K +8,834 New
BM
137
Brandywine Managers
Delaware
$358K +$358K +8,692 New
WP
138
Woodline Partners
California
$332K – – –
SRL
139
Scientech Research LLC
New Jersey
$303K +$303K +7,350 New
VPIM
140
Vanguard Personalized Indexing Management
California
$301K +$301K +7,287 New
WANY
141
Wealthspire Advisors (New York)
New York
$300K -$289K -7,000 -49%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$293K – – –
HI
143
Harbour Investments
Wisconsin
$284K +$283K +6,868 +22,893%
Amundi
144
Amundi
France
$281K -$45K -1,095 -14%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$277K +$277K +6,724 New
Victory Capital Management
146
Victory Capital Management
Texas
$267K +$24.9K +604 +10%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$259K +$246K +5,968 +1,925%
Wells Fargo
148
Wells Fargo
California
$254K +$79.2K +1,920 +45%
WG
149
Winton Group
United Kingdom
$241K +$241K +5,839 New
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$235K +$235K +5,695 New
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6
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