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Klaviyo

274 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, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.28% less ownership

Funds ownership: 140.92%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
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62M
Puts
$34.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
201
Perbak Capital Partners
United Kingdom
$288K
VA
202
Vident Advisory
Georgia
$285K
BP
203
Ballentine Partners
Massachusetts
$284K
State of Wisconsin Investment Board
204
State of Wisconsin Investment Board
Wisconsin
$280K
SIM
205
Sandia Investment Management
Massachusetts
$277K
BHCM
206
Brevan Howard Capital Management
Jersey
$276K
PA
207
PharVision Advisers
Florida
$263K
VPIM
208
Vanguard Personalized Indexing Management
California
$258K
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$249K
HSBC Holdings
210
HSBC Holdings
United Kingdom
$235K
BC
211
Bridgefront Capital
Texas
$233K
SC
212
Savant Capital
Illinois
$222K
SCP
213
Sender Company & Partners
New York
$215K
WANY
214
Wealthspire Advisors (New York)
New York
$202K
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$182K
US Bancorp
217
US Bancorp
Minnesota
$180K
TRCT
218
Tower Research Capital (TRC)
New York
$162K
IA
219
IFP Advisors
Florida
$149K
SS
220
SBI Securities
Japan
$136K
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$130K
Osaic Holdings
222
Osaic Holdings
Arizona
$112K
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$112K
Russell Investments Group
224
Russell Investments Group
United Kingdom
$103K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$98K