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Klaviyo

269 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.3% less ownership

Funds ownership: 140.92%137.61% (-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
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62M
Puts
$34.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
151
Gryphon Financial Partners
Ohio
$805K
MC
152
Miramar Capital
Illinois
$791K
DFCM
153
Dark Forest Capital Management
Puerto Rico
$791K
B
154
BloombergSen
Ontario, Canada
$776K
OAC
155
OMERS Administration Corp
Ontario, Canada
$761K
CMF
156
Counterpoint Mutual Funds
California
$754K
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$726K
MLCM
158
M & L Capital Management
United Kingdom
$712K
Jennison Associates
159
Jennison Associates
New York
$711K
SRL
160
Scientech Research LLC
New Jersey
$704K
SEI Investments
161
SEI Investments
Pennsylvania
$702K
MNBTD
162
Moody National Bank Trust Division
Texas
$687K
PMAM
163
Picton Mahoney Asset Management
Ontario, Canada
$678K
CF
164
Cantor Fitzgerald
New York
$637K
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$637K
FWIA
166
Fort Washington Investment Advisors
Ohio
$607K
KK
167
KLP Kapitalforvaltning
Norway
$601K
Stifel Financial
168
Stifel Financial
Missouri
$593K
A
169
AlphaQuest
New York
$530K
JFG
170
Jefferies Financial Group
New York
$520K
Creative Planning
171
Creative Planning
Kansas
$513K
EMPI
172
Elo Mutual Pension Insurance
Finland
$510K
XT
173
XTX Topco
Cayman Islands
$494K
N
174
Nuveen
North Carolina
$485K
BM
175
Brandywine Managers
Delaware
$481K