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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
ORI
126
Oak Ridge Investments
Illinois
$1.34M -$10.9K -337 -0.7%
CC
127
Centiva Capital
New York
$1.3M +$660K +20,443 +77%
PP
128
PDT Partners
New York
$1.29M -$1.03M -31,919 -41%
CM
129
Caption Management
Oklahoma
$1.28M +$1.05M +32,376 +232%
ACM
130
Aquatic Capital Management
Illinois
$1.27M +$1.48M +45,942 New
Barclays
131
Barclays
United Kingdom
$1.27M +$684K +21,176 +86%
VCM
132
Voleon Capital Management
California
$1.27M +$1.48M +45,831 New
P8IP
133
Pier 88 Investment Partners
California
$1.27M +$154K +4,780 +12%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22M +$1.01M +31,167 +241%
MGP
135
M&G plc
United Kingdom
$1.2M +$1.39M +42,910 New
YIH
136
Y-Intercept (HK)
Hong Kong
$1.13M +$1.03M +31,838 +356%
MIM
137
Monashee Investment Management
Massachusetts
$1.11M +$1.29M +40,000 New
Citigroup
138
Citigroup
New York
$1.08M +$246K +7,615 +24%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.06M +$39.9K +1,236 +3%
HighTower Advisors
140
HighTower Advisors
Illinois
$1.06M +$106K +3,283 +9%
CWM
141
Cabot Wealth Management
Massachusetts
$1.05M -$1.54M -47,564 -56%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.01M +$1.18M +36,397 New
ET
143
Entropy Technologies
New York
$993K +$452K +13,984 +64%
VRS
144
Virginia Retirement Systems
Virginia
$964K +$119K +3,700 +12%
MF
145
Magnetar Financial
Illinois
$946K +$737K +22,817 +201%
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$935K +$372K +11,530 +52%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$932K +$270K +8,364 +33%
PCM
148
Prelude Capital Management
New York
$848K +$323K +10,004 +49%
ASRS
149
Arizona State Retirement System
Arizona
$840K +$83.3K +2,580 +9%
WSFS
150
Wilmington Savings Fund Society
Delaware
$825K

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.