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Klaviyo
KVYO

217 hedge funds and large institutions have $3.54B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

47% more call options, than puts

Call options by funds: $74.5M | Put options by funds: $50.5M

19% more funds holding

Funds holding: 183 → 217 (+34)

15.59% less ownership

Funds ownership: 144.69% → 129.1% (-16%)

25% less capital invested

Capital invested by funds: $4.7B → $3.54B (-$1.17B)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
2.91%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
64
Increased
86
Reduced
52
Closed
30
Calls
$74.5M
Puts
$50.5M
Net Calls
+$23.9M
Net Calls Change
-$21.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.1M
2
Norges Bank
Norges Bank
Norway
+$42.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$31.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$29.9M

Top Sellers

1
SP
Summit Partners
Massachusetts
-$80.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.2M
3
BOCH
Blue Owl Capital Holdings
New York
-$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
MP
151
Mangrove Partners
Connecticut
$395K +$526K +13,044 New
PCM
152
Prelude Capital Management
New York
$393K +$524K +12,990 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$379K +$47.5K +1,177 +10%
CMF
154
Counterpoint Mutual Funds
California
$376K +$502K +12,432 New
WP
155
Woodline Partners
California
$376K +$177K +4,379 +54%
CAM
156
Cresset Asset Management
Illinois
$373K +$498K +12,342 New
AQR Capital Management
157
AQR Capital Management
Connecticut
$359K +$479K +11,870 New
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$352K +$470K +11,647 New
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$344K +$172K +4,274 +60%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$322K +$159K +3,932 +58%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$303K +$150K +3,730 +59%
KeyBank National Association
162
KeyBank National Association
Ohio
$292K +$190K +4,701 +95%
Citigroup
163
Citigroup
New York
$290K -$218K -5,394 -36%
AAS
164
Avantax Advisory Services
Texas
$273K +$364K +9,030 New
BM
165
Brandywine Managers
Delaware
$263K – – –
Canada Pension Plan Investment Board
166
Canada Pension Plan Investment Board
Ontario, Canada
$257K +$246K +6,100 +254%
Walleye Trading
167
Walleye Trading
New York
$242K +$323K +8,008 New
VPIM
168
Vanguard Personalized Indexing Management
California
$239K +$24.1K +598 +8%
Universal-Beteiligungs- und Servicegesellschaft
169
Universal-Beteiligungs- und Servicegesellschaft
Germany
$238K +$318K +7,876 New
Victory Capital Management
170
Victory Capital Management
Texas
$236K +$54K +1,338 +21%
Wells Fargo
171
Wells Fargo
California
$233K +$61.8K +1,531 +25%
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$227K +$72.5K +1,798 +32%
WANY
173
Wealthspire Advisors (New York)
New York
$220K – – –
US Bancorp
174
US Bancorp
Minnesota
$206K +$79.1K +1,960 +41%
TRCT
175
Tower Research Capital (TRC)
New York
$205K +$198K +4,917 +262%
5 6
7
8 9

KVYO Hedge Fund Activity: Q1 2025 in Review

217 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q1 2025, worth a combined $3.54B — down 25% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 30 closed out — a net gain of 34 holders — while 86 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $47.1M. The largest seller was Summit Partners, cutting an estimated $80.7M.

  • 217 institutional investors held Klaviyo (KVYO) as of Q1 2025, up from 183 in Q4 2024.
  • Funds reported $3.54B of Klaviyo stock for Q1 2025, down 25% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q1 2025 and 30 closed out, a net change of +34 holders.
  • The largest Klaviyo buyer in Q1 2025 was Bank of America, an estimated $47.1M added.
  • The largest Klaviyo seller in Q1 2025 was Summit Partners, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2025.