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Klaviyo
KVYO

Overview Fund Activity

254 hedge funds and large institutions have $4.48B invested in Klaviyo in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+39
Holders Change %
+18.14%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
70
Increased
111
Reduced
58
Closed
30
Calls
$86.5M
Puts
$42.3M
Net Calls
+$44.2M
Net Calls Change
+$20.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Vanguard Group
Vanguard Group
Pennsylvania
$360M
3
CCPM
Cooper Creek Partners Management
New York
$57.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$51.5M
5
American Century Companies
American Century Companies
Missouri
$90.2M

Top Sellers

1
SP
Summit Partners
Massachusetts
$1.04B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.78M
3
CA
Claro Advisors
Massachusetts
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$124M
5
Bank of America
Bank of America
North Carolina
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
176
Sciencast Management
New Jersey
$417K +$417K +12,417 New
VF
177
Virtu Financial
New York
$402K +$402K +11,983 New
PMAM
178
Picton Mahoney Asset Management
Ontario, Canada
$398K +$398K +11,849 New
JFG
179
Jefferies Financial Group
New York
$391K -$1.67M -49,756 -81%
OAM
180
Oppenheimer Asset Management
New York
$388K +$388K +11,566 New
MF
181
Magnetar Financial
Illinois
$381K -$63.9K -1,902 -14%
KeyBank National Association
182
KeyBank National Association
Ohio
$378K +$54.4K +1,619 +17%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$370K +$370K +11,025 New
Capstone Investment Advisors
184
Capstone Investment Advisors
New York
$365K +$365K +10,882 New
BP
185
Ballentine Partners
Massachusetts
$345K +$345K +10,262 New
AAS
186
Avantax Advisory Services
Texas
$333K +$29.7K +885 +10%
HIIFS
187
Harel Insurance Investments & Financial Services
Israel
$326K +$326K +9,700 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$317K +$65K +1,937 +26%
Amundi
189
Amundi
France
$310K -$162K -4,931 -34%
YIH
190
Y-Intercept (HK)
Hong Kong
$301K -$879K -26,177 -75%
VPIM
191
Vanguard Personalized Indexing Management
California
$297K +$32.2K +958 +12%
SC
192
Savant Capital
Illinois
$268K +$268K +7,976 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$256K +$256K +7,547 New
HI
194
HBK Investments
Texas
$252K +$252K +7,500 New
WANY
195
Wealthspire Advisors (New York)
New York
$245K – – –
LPL Financial
196
LPL Financial
California
$243K +$243K +7,231 New
VA
197
Vident Advisory
Georgia
$223K +$223K +6,653 New
Capital World Investors
198
Capital World Investors
California
$215K +$215K +6,406 New
LMGAM
199
Liberty Mutual Group Asset Management
Massachusetts
$215K +$215K +6,398 New
AI
200
Atria Investments
North Carolina
$213K +$213K +6,340 New
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