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Klaviyo

216 hedge funds and large institutions have $3.49B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more funds holding

Funds holding:

17.43% less ownership

Funds ownership: 144.69%127.27% (-17%)

26% less capital invested

Capital invested by funds: $4.7B → $3.49B (-$1.22B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.5M
Puts
$50.5M
Net Calls
Net Calls Change

Top Buyers

1 +$47.1M
2 +$31.9M
3 +$30.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$29.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.8M

Top Sellers

1 -$80.7M
2 -$50.2M
3 -$44.5M
4
Goldman Sachs
Goldman Sachs
New York
-$36.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$393K
152
$379K
153
$376K
154
$376K
155
$373K
156
$359K
157
$352K
158
$344K
159
$322K
160
$303K
161
$292K
162
$290K
163
$273K
164
$263K
165
$257K
166
$242K
167
$239K
168
$238K
169
$236K
170
$233K
171
$227K
172
$220K
173
$206K
174
$205K
175
$204K