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Klaviyo

264 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 54

79% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $15.6M

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

1% more funds holding

Funds holding: 261264 (+3)

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
59
Increased
116
Reduced
54
Closed
51
Calls
$27.8M
Puts
$15.6M
Net Calls
+$12.3M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$500K +$551K +25,703 New
CFM
152
Catalyst Funds Management
Australia
$496K +$547K +25,500 New
Stifel Financial
153
Stifel Financial
Missouri
$484K -$25K -1,165 -4%
MF
154
Magnetar Financial
Illinois
$473K +$522K +24,314 New
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$455K -$46.4K -2,162 -8%
N
156
Nuveen
North Carolina
$454K +$125K +5,814 +33%
FCM
157
Fieldview Capital Management
Michigan
$453K +$270K +12,593 +118%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$445K +$396K +18,478 +420%
FRM
159
Fox Run Management
Connecticut
$439K +$496K +23,138 New
FWIA
160
Fort Washington Investment Advisors
Ohio
$427K
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$419K -$3.22K -150 -0.7%
WG
162
Winton Group
United Kingdom
$415K +$117K +5,445 +34%
GCP
163
GSA Capital Partners
United Kingdom
$407K +$449K +20,919 New
SCA
164
Snowden Capital Advisors
New York
$399K +$61K +2,846 +16%
QT
165
Quantbot Technologies
New York
$398K +$439K +20,449 New
EGM
166
Engineers Gate Manager
New York
$388K -$11.8M -550,038 -96%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$377K +$26K +1,214 +7%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$376K +$413K +19,245 New
Hudson Bay Capital Management
169
Hudson Bay Capital Management
Connecticut
$376K +$415K +19,330 New
NPT
170
National Philanthropic Trust
Pennsylvania
$356K
TI
171
Truepoint Inc
Ohio
$343K
BM
172
Brandywine Managers
Delaware
$338K
VPIM
173
Vanguard Personalized Indexing Management
California
$337K +$117K +5,435 +46%
Simplex Trading
174
Simplex Trading
Illinois
$335K +$355K +16,531 +2,438%
NEI
175
Northwest & Ethical Investments
Ontario, Canada
$330K +$369K +17,188 New