Klaviyo
KVYO
183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 29 closing their positions.
102% more call options, than puts
Call options by funds: $89.6M | Put options by funds: $44.5M
100% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 29
39% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 44
18% more capital invested
Capital invested by funds: $3.99B → $4.7B (+$713M)
17% more funds holding
Funds holding: 156 → 183 (+27)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
10.57% less ownership
Funds ownership: 155.26% → 144.69% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$61.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$36M |
| 4 |
D.E. Shaw & Co
New York
|
+$32.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$214M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$86.5M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$48M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$26.2M |
| 5 |
Millennium Management
New York
|
-$22.1M |
KVYO Hedge Fund Activity: Q4 2024 in Review
183 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q4 2024, worth a combined $4.7B — up 18% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new KVYO positions and 29 closed out — a net gain of 29 holders — while 61 added to existing stakes and 44 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $61.9M. The largest seller was Summit Partners, cutting an estimated $214M.
- 183 institutional investors held Klaviyo (KVYO) as of Q4 2024, up from 156 in Q3 2024.
- Funds reported $4.7B of Klaviyo stock for Q4 2024, up 18% quarter-over-quarter.
- 58 funds opened new Klaviyo positions in Q4 2024 and 29 closed out, a net change of +29 holders.
- The largest Klaviyo buyer in Q4 2024 was 1832 Asset Management, an estimated $61.9M added.
- The largest Klaviyo seller in Q4 2024 was Summit Partners, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2024.