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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
PCP
201
Perbak Capital Partners
United Kingdom
$288K +$336K +10,394 New
VA
202
Vident Advisory
Georgia
$285K +$117K +3,635 +55%
BP
203
Ballentine Partners
Massachusetts
$284K
State of Wisconsin Investment Board
204
State of Wisconsin Investment Board
Wisconsin
$280K +$22.1K +683 +7%
SIM
205
Sandia Investment Management
Massachusetts
$277K -$161K -5,000 -33%
BHCM
206
Brevan Howard Capital Management
Jersey
$276K +$322K +9,979 New
PA
207
PharVision Advisers
Florida
$263K +$307K +9,516 New
VPIM
208
Vanguard Personalized Indexing Management
California
$258K +$15.1K +469 +5%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$249K +$290K +8,990 New
HSBC Holdings
210
HSBC Holdings
United Kingdom
$235K -$1.03M -31,776 -80%
BC
211
Bridgefront Capital
Texas
$233K +$271K +8,405 New
SCP
212
Sender Company & Partners
New York
$215K +$251K +7,772 New
WANY
213
Wealthspire Advisors (New York)
New York
$202K
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K +$215K +6,670 New
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
$182K -$2.9M -89,754 -93%
US Bancorp
216
US Bancorp
Minnesota
$180K +$70.3K +2,176 +50%
TRCT
217
Tower Research Capital (TRC)
New York
$162K +$31.3K +969 +20%
IA
218
IFP Advisors
Florida
$145K +$9.07K +281 +6%
SS
219
SBI Securities
Japan
$136K +$130K +4,040 +467%
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$130K
Osaic Holdings
221
Osaic Holdings
Arizona
$112K +$72.4K +2,242 +133%
Bank Julius Baer & Co
222
Bank Julius Baer & Co
Switzerland
$112K +$7.39K +229 +6%
Russell Investments Group
223
Russell Investments Group
United Kingdom
$103K -$433K -13,417 -78%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$98K -$291 -9 -0.3%
AAM
225
Advisors Asset Management
Colorado
$89.2K +$6.07K +188 +6%

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.