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Klaviyo

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
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
201
North Star Asset Management
Wisconsin
$201K +$201K +6,000 New
SOW
202
State of Wyoming
Wyoming
$183K +$136K +4,064 +296%
IA
203
IFP Advisors
Florida
$176K +$160K +4,485 +960%
TRCT
204
Tower Research Capital (TRC)
New York
$164K -$64.2K -1,911 -28%
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
$157K +$537 +16 +0.3%
US Bancorp
206
US Bancorp
Minnesota
$145K -$83.4K -2,483 -37%
Bank Julius Baer & Co
207
Bank Julius Baer & Co
Switzerland
$128K -$11.3K -336 -8%
A
208
AlphaQuest
New York
$125K -$606K -18,040 -83%
Lazard Asset Management
209
Lazard Asset Management
New York
$124K +$124K +3,716 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$119K +$87.9K +2,628 +283%
AAM
211
Advisors Asset Management
Colorado
$102K +$10.1K +301 +11%
MYIA
212
Mount Yale Investment Advisors
Colorado
$88.9K +$88.9K +2,647 New
PA
213
Parallel Advisors
California
$87.5K +$87K +2,591 +17,273%
KBC Group
214
KBC Group
Belgium
$85K
RhumbLine Advisers
215
RhumbLine Advisers
Massachusetts
$72.2K
SIC
216
Salem Investment Counselors
North Carolina
$72.2K -$6.72K -200 -9%
Comerica Bank
217
Comerica Bank
Texas
$64K +$44.5K +1,324 +228%
Simplex Trading
218
Simplex Trading
Illinois
$48K +$48K +1,454 New
PHK
219
Point72 Hong Kong
Hong Kong
$41.7K +$39.5K +1,177 +1,783%
FHA
220
First Horizon Advisors
Tennessee
$37K +$37K +1,101 New
LFG
221
Larson Financial Group
Missouri
$36.7K +$36.7K +1,093 New
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$31K +$31K +929 New
SS
223
SBI Securities
Japan
$29.1K -$60.7K -1,808 -68%
SFCL
224
Strengthening Families & Communities LLC
Massachusetts
$22.8K
T2I
225
Turim 21 Investimentos
Brazil
$18.2K +$18.2K +543 New