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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 %
Barclays
151
Barclays
United Kingdom
$828K -$266K -7,915 -24%
Corient Private Wealth
152
Corient Private Wealth
Florida
$781K +$10.1K +300 +1%
MMEA
153
Main Management ETF Advisors
California
$763K +$12.5K +372 +2%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$747K +$747K +22,231 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$742K +$351K +10,439 +90%
FWIA
156
Fort Washington Investment Advisors
Ohio
$736K – – –
ET
157
Entropy Technologies
New York
$734K +$97.4K +2,902 +15%
CMF
158
Counterpoint Mutual Funds
California
$731K +$731K +21,758 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$724K +$366K +10,900 +102%
PCM
160
Prelude Capital Management
New York
$692K +$256K +7,624 +59%
KK
161
KLP Kapitalforvaltning
Norway
$668K +$201K +6,000 +43%
Creative Planning
162
Creative Planning
Kansas
$615K +$43.8K +1,304 +8%
EAM
163
Eventide Asset Management
Massachusetts
$605K +$605K +18,019 New
Russell Investments Group
164
Russell Investments Group
United Kingdom
$575K -$792K -23,579 -58%
SIM
165
Sandia Investment Management
Massachusetts
$504K +$504K +15,000 New
PTC
166
Petrus Trust Company
Texas
$500K +$49.1K +1,461 +11%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$500K – – –
CG
168
Clifford Group
Massachusetts
$476K +$12.9K +385 +3%
GCM
169
Graham Capital Management
Connecticut
$470K +$470K +14,002 New
CM
170
Caption Management
Oklahoma
$469K – – –
BM
171
Brandywine Managers
Delaware
$438K +$146K +4,346 +50%
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435K -$182K -5,415 -29%
DWM
173
Dakota Wealth Management
Florida
$435K -$1.06M -31,493 -71%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$427K +$45.3K +1,349 +12%
Invesco
175
Invesco
Georgia
$422K +$196K +5,849 +87%
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