KVYO icon

Klaviyo

263 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
263
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
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$325K
ACA
177
Aptus Capital Advisors
Alabama
$308K
ADIC
178
Abu Dhabi Investment Council
United Arab Emirates
$294K
EMPI
179
Elo Mutual Pension Insurance
Finland
$293K
PCP
180
Perbak Capital Partners
United Kingdom
$292K
P8IP
181
Pier 88 Investment Partners
California
$286K
JFG
182
Jefferies Financial Group
New York
$278K
OAM
183
Oppenheimer Asset Management
New York
$274K
Deutsche Bank
184
Deutsche Bank
Germany
$253K
DWM
185
Dakota Wealth Management
Florida
$251K
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$249K
BFM
187
Boothbay Fund Management
New York
$249K
ECM
188
Evergreen Capital Management
Washington
$242K
Brown Advisory
189
Brown Advisory
Maryland
$235K
BC
190
Bridgefront Capital
Texas
$234K
OAC
191
OMERS Administration Corp
Ontario, Canada
$230K
Barclays
192
Barclays
United Kingdom
$229K
BP
193
BBR Partners
New York
$225K
KF
194
Krilogy Financial
Missouri
$221K
BP
195
Ballentine Partners
Massachusetts
$216K
LPL Financial
196
LPL Financial
California
$213K
MFG
197
Merit Financial Group
Georgia
$204K
SG Americas Securities
198
SG Americas Securities
New York
$203K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K
SRL
200
Scientech Research LLC
New Jersey
$197K