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Klaviyo
KVYO

Overview Fund Activity

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
61
Reduced
44
Closed
28
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$38.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$30.9M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.68B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$124M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$21.4K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$165M
5
Millennium Management
5
Millennium Management
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$6K +$267 +6 +5%
CFO
177
CVA Family Office
Colorado
$825 – – –
BIG
178
Brooklyn Investment Group
New York
$825 +$825 +20 New
EWA
179
EverSource Wealth Advisors
Alabama
$825 +$825 +20 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$742 -$2.89K -70 -80%
FC
181
Fairscale Capital
New Hampshire
$619 – – –
BIA
182
Bell Investment Advisors
California
$537 +$537 +13 New
GI
183
GAMMA Investing
California
$371 +$371 +9 New
GM
184
Granger Management
New York
– -$12.1M -342,496 Closed
Capital World Investors
185
Capital World Investors
California
– -$8.5M -240,381 Closed
3CP
186
3G Capital Partners
New York
– -$3.54M -100,000 Closed
Walleye Capital
187
Walleye Capital
New York
– -$1.95M -55,080 Closed
Verition Fund Management
188
Verition Fund Management
Connecticut
– -$1.75M -49,598 Closed
XT
189
XTX Topco
Cayman Islands
– -$1.55M -43,775 Closed
GFP
190
Gryphon Financial Partners
Ohio
– -$1.01M -28,571 Closed
FC
191
FORA Capital
Florida
– -$977K -27,627 Closed
DFCM
192
Dark Forest Capital Management
Puerto Rico
– -$920K -26,008 Closed
CSS
193
Cubist Systematic Strategies
Connecticut
– -$885K -25,011 Closed
MAM
194
Mark Asset Management
New York
– -$706K -19,966 Closed
WCM
195
Washington Capital Management
Washington
– -$609K -17,200 Closed
BCM
196
Bayesian Capital Management
New York
– -$481K -13,600 Closed
Lido Advisors
197
Lido Advisors
California
– -$443K -12,509 Closed
CC
198
Corton Capital
Ontario, Canada
– -$403K -11,378 Closed
GCP
199
GSA Capital Partners
United Kingdom
– -$347K -9,815 Closed
AIM
200
Aigen Investment Management
New York
– -$335K -9,480 Closed
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