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Klaviyo

215 hedge funds and large institutions have $3.49B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
63
Increased
85
Reduced
52
Closed
30
Calls
$74.5M
Puts
$50.5M
Net Calls
+$23.9M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
176
Bank Julius Baer & Co
Switzerland
$142K -$23.5K -687 -14%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$141K -$6.54K -216 -4%
SW
178
SVB Wealth
Massachusetts
$133K +$133K +4,400 New
AAM
179
Advisors Asset Management
Colorado
$82.6K +$15.3K +506 +23%
SS
180
SBI Securities
Japan
$80.9K -$62.8K -2,075 -44%
KBC Group
181
KBC Group
Belgium
$77K +$77K +2,532 New
SIC
182
Salem Investment Counselors
North Carolina
$71.1K
RhumbLine Advisers
183
RhumbLine Advisers
Massachusetts
$65.1K +$3.03K +100 +5%
CIAM
184
Caitong International Asset Management
Hong Kong
$43K +$29.5K +974 +218%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$41.9K -$3.7K -142 -8%
SOW
186
State of Wyoming
Wyoming
$41.6K +$41.6K +1,375 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$28K +$19.4K +646 +227%
TFM
188
TFC Financial Management
Massachusetts
$27.4K +$27.4K +904 New
PS
189
Principal Securities
Iowa
$25.8K
SFCL
190
Strengthening Families & Communities LLC
Massachusetts
$20.6K
Comerica Bank
191
Comerica Bank
Texas
$17.6K -$575 -19 -3%
IA
192
IFP Advisors
Florida
$14.1K +$7.93K +262 +128%
SC
193
SouthState Corp
Florida
$13.4K +$13.4K +442 New
Osaic Holdings
194
Osaic Holdings
Arizona
$12.3K -$1.2M -39,582 -99%
NS
195
NBC Securities
Alabama
$11K +$11K +373 New
ACM
196
Aster Capital Management
United Arab Emirates
$9.75K +$9.75K +248 New
Jones Financial Companies
197
Jones Financial Companies
Missouri
$9.65K +$2.79K +90 +41%
BCM
198
Berbice Capital Management
New York
$9.08K +$9.08K +300 New
SPIA
199
Steward Partners Investment Advisory
New York
$6.81K
CI Investments Inc
200
CI Investments Inc
Ontario, Canada
$4K +$87 +3 +2%