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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
SM
176
Sciencast Management
New Jersey
$480K +$158K +4,903 +39%
Invesco
177
Invesco
Georgia
$478K +$152K +4,702 +37%
Walleye Capital
178
Walleye Capital
New York
$449K -$11.2M -346,476 -96%
EAM
179
Eventide Asset Management
Massachusetts
$445K -$79.4K -2,458 -14%
SCA
180
Snowden Capital Advisors
New York
$445K -$3.04M -94,267 -85%
PCM
181
PAR Capital Management
Massachusetts
$443K +$517K +16,000 New
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$429K -$213K -6,590 -30%
DTL
183
Dynamic Technology Lab
Singapore
$429K +$500K +15,493 New
ACA
184
Aptus Capital Advisors
Alabama
$420K +$489K +15,153 New
FG
185
Formula Growth
Quebec, Canada
$415K +$484K +15,000 New
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$413K
CCM
187
Canal Capital Management
Virginia
$391K +$456K +14,123 New
PEAK6
188
PEAK6
Illinois
$384K +$448K +13,857 New
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$382K +$34.4K +1,064 +8%
LCM
190
Legato Capital Management
California
$362K -$809K -25,065 -66%
CG
191
Clifford Group
Massachusetts
$362K -$35.4K -1,095 -8%
DWM
192
Dakota Wealth Management
Florida
$357K -$1.52K -47 -0.4%
LPL Financial
193
LPL Financial
California
$350K +$174K +5,399 +75%
Wolverine Trading
194
Wolverine Trading
Illinois
$334K +$342K +10,605 New
AIM
195
Aigen Investment Management
New York
$329K -$856K -26,515 -69%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$316K +$12K +372 +3%
OAM
197
Oppenheimer Asset Management
New York
$313K -$7.94K -246 -2%
YC
198
Yarbrough Capital
Tennessee
$312K +$364K +11,270 New
Simplex Trading
199
Simplex Trading
Illinois
$308K +$313K +9,693 +667%
DACG
200
Donor Advised Charitable Giving
California
$294K +$342K +10,600 New

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,620 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.