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Klaviyo

214 hedge funds and large institutions have $3.49B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 62 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:

17.44% less ownership

Funds ownership: 144.69%127.25% (-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
214
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 +$35.3M
2 +$23.9M
3 +$22.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$22.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$20.1M

Top Sellers

1 -$60.5M
2 -$44.5M
3 -$37.6M
4
Goldman Sachs
Goldman Sachs
New York
-$27.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$393K
152
$379K
153
$376K
154
$373K
155
$359K
156
$352K
157
$344K
158
$322K
159
$303K
160
$292K
161
$290K
162
$273K
163
$263K
164
$257K
165
$242K
166
$239K
167
$238K
168
$236K
169
$233K
170
$227K
171
$220K
172
$206K
173
$205K
174
$204K
175
$203K