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Klaviyo

276 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $62M | Put options by funds: $34.3M

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

33% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 79

9% more funds holding

Funds holding: 254276 (+22)

3.28% less ownership

Funds ownership: 140.91%137.63% (-3.3%)

13% less capital invested

Capital invested by funds: $4.48B → $3.91B (-$566M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
64
Increased
105
Reduced
79
Closed
39
Calls
$62M
Puts
$34.3M
Net Calls
+$27.7M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
151
Gryphon Financial Partners
Ohio
$805K
MC
152
Miramar Capital
Illinois
$791K
DFCM
153
Dark Forest Capital Management
Puerto Rico
$791K +$922K +28,562 New
B
154
BloombergSen
Ontario, Canada
$776K +$905K +28,031 New
OAC
155
OMERS Administration Corp
Ontario, Canada
$761K +$888K +27,500 New
CMF
156
Counterpoint Mutual Funds
California
$754K +$177K +5,483 +25%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$726K +$151K +4,678 +22%
MLCM
158
M & L Capital Management
United Kingdom
$712K +$830K +25,700 New
Jennison Associates
159
Jennison Associates
New York
$711K -$119K -3,670 -13%
SRL
160
Scientech Research LLC
New Jersey
$704K +$821K +25,412 New
SEI Investments
161
SEI Investments
Pennsylvania
$702K -$1.11M -34,308 -58%
MNBTD
162
Moody National Bank Trust Division
Texas
$687K -$336K -10,400 -30%
PMAM
163
Picton Mahoney Asset Management
Ontario, Canada
$678K +$408K +12,640 +107%
CF
164
Cantor Fitzgerald
New York
$637K +$743K +23,000 New
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$637K +$391K +12,110 +111%
FWIA
166
Fort Washington Investment Advisors
Ohio
$607K
KK
167
KLP Kapitalforvaltning
Norway
$601K +$58.1K +1,800 +9%
Stifel Financial
168
Stifel Financial
Missouri
$593K -$137K -4,253 -17%
A
169
AlphaQuest
New York
$530K +$498K +15,418 +414%
JFG
170
Jefferies Financial Group
New York
$520K +$231K +7,148 +61%
Creative Planning
171
Creative Planning
Kansas
$513K +$7.59K +235 +1%
EMPI
172
Elo Mutual Pension Insurance
Finland
$510K -$215K -6,654 -27%
XT
173
XTX Topco
Cayman Islands
$494K -$1.94M -60,089 -77%
N
174
Nuveen
North Carolina
$485K +$566K +17,519 New
BM
175
Brandywine Managers
Delaware
$481K +$140K +4,346 +33%

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2025, worth a combined $3.91B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 39 closed out — a net gain of 25 holders — while 105 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Summit Partners, cutting an estimated $387M.

  • 276 institutional investors held Klaviyo (KVYO) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $3.91B of Klaviyo stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q3 2025 and 39 closed out, a net change of +25 holders.
  • The largest Klaviyo buyer in Q3 2025 was Fidelity Investments, an estimated $217M added.
  • The largest Klaviyo seller in Q3 2025 was Summit Partners, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2025.