Klaviyo
KVYO
216 hedge funds and large institutions have $3.53B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 30 closing their positions.
110% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 30
65% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 52
47% more call options, than puts
Call options by funds: $74.5M | Put options by funds: $50.5M
18% more funds holding
Funds holding: 183 → 216 (+33)
15.64% less ownership
Funds ownership: 144.69% → 129.05% (-16%)
25% less capital invested
Capital invested by funds: $4.7B → $3.53B (-$1.17B)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$47.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$42.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.1M |
| 5 |
JP Morgan Chase
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$80.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.2M |
| 3 |
BOCH
Blue Owl Capital Holdings
New York
|
-$44.5M |
| 4 |
Goldman Sachs
New York
|
-$36.9M |
| 5 |
Bank of New York Mellon
New York
|
-$26.1M |
KVYO Hedge Fund Activity: Q1 2025 in Review
216 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q1 2025, worth a combined $3.53B — down 25% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new KVYO positions and 30 closed out — a net gain of 33 holders — while 86 added to existing stakes and 52 trimmed.
The largest buyer was Bank of America, adding an estimated $47.1M. The largest seller was Summit Partners, cutting an estimated $80.7M.
- 216 institutional investors held Klaviyo (KVYO) as of Q1 2025, up from 183 in Q4 2024.
- Funds reported $3.53B of Klaviyo stock for Q1 2025, down 25% quarter-over-quarter.
- 63 funds opened new Klaviyo positions in Q1 2025 and 30 closed out, a net change of +33 holders.
- The largest Klaviyo buyer in Q1 2025 was Bank of America, an estimated $47.1M added.
- The largest Klaviyo seller in Q1 2025 was Summit Partners, an estimated $80.7M sold.
Based on aggregated 13F filings for Q1 2025.