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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 %
Bank Julius Baer & Co
151
Bank Julius Baer & Co
Switzerland
$220K +$16.3K +359 +8%
AWF
152
Alpha Wealth Funds
Utah
$209K +$209K +5,000 New
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$206K +$206K +5,000 New
KeyBank National Association
154
KeyBank National Association
Ohio
$203K +$203K +4,933 New
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$201K – – –
US Bancorp
156
US Bancorp
Minnesota
$199K +$199K +4,832 New
SS
157
SBI Securities
Japan
$196K +$196K +4,749 New
SB
158
Strategic Blueprint
Georgia
$176K +$176K +4,270 New
Group One Trading
159
Group One Trading
Illinois
$99.6K -$60.7K -1,472 -38%
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
$99K -$511K -12,400 -84%
SIC
161
Salem Investment Counselors
North Carolina
$96.9K – – –
AAM
162
Advisors Asset Management
Colorado
$91.8K +$35.5K +862 +63%
RhumbLine Advisers
163
RhumbLine Advisers
Massachusetts
$84.6K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$77.3K +$33.7K +818 +77%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$72K +$45.3K +1,102 +170%
SFCL
166
Strengthening Families & Communities LLC
Massachusetts
$28K – – –
PS
167
Principal Securities
Iowa
$25.8K – – –
T2I
168
Turim 21 Investimentos
Brazil
$25K – – –
Comerica Bank
169
Comerica Bank
Texas
$24.7K -$1.61M -38,938 -98%
Fuller & Thaler Asset Management
170
Fuller & Thaler Asset Management
California
$21.4K -$51.8M -1,257,591 -100%
CIAM
171
Caitong International Asset Management
Hong Kong
$18.4K +$18.4K +447 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$12K -$3.63K -86 -23%
SPIA
173
Steward Partners Investment Advisory
New York
$9.28K +$9.28K +225 New
Jones Financial Companies
174
Jones Financial Companies
Missouri
$9.11K +$9.11K +221 New
IA
175
IFP Advisors
Florida
$8.46K +$8.46K +205 New
5 6
7
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