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Klaviyo

263 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$175K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$157K
Walleye Trading
203
Walleye Trading
New York
$129K
BC
204
Bayforest Capital
United Kingdom
$116K
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$109K
IA
206
IFP Advisors
Florida
$103K
AAM
207
Advisors Asset Management
Colorado
$95.6K
KBC Group
208
KBC Group
Belgium
$77K
FFA
209
Farther Finance Advisors
California
$74.1K
EWA
210
EverSource Wealth Advisors
Alabama
$74K
DCU
211
Dara Capital US
Florida
$67.4K
RhumbLine Advisers
212
RhumbLine Advisers
Massachusetts
$41.9K
SIC
213
Salem Investment Counselors
North Carolina
$41.8K
S
214
SignatureFD
Georgia
$39.4K
PA
215
Parallel Advisors
California
$39.1K
Optiver Holding
216
Optiver Holding
Netherlands
$38.7K
ASN
217
Advisory Services Network
Georgia
$37.3K
AF
218
Allworth Financial
California
$36K
NIG
219
NFJ Investment Group
Texas
$30.7K
QCG
220
Quadrant Capital Group
Ohio
$28K
Osaic Holdings
221
Osaic Holdings
Arizona
$27.2K
ACM
222
Aster Capital Management
United Arab Emirates
$25.3K
SS
223
SBI Securities
Japan
$24.2K
EP
224
Essential Partners
California
$22K
RS
225
Rakuten Securities
Japan
$15.8K