Klaviyo
KVYO
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.
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: 254 → 276 (+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: 8 → 5 (-3)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$217M |
| 2 |
Morgan Stanley
New York
|
+$202M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$169M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$76.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.5M |
Top Sellers
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$387M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$25.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.6M |
| 4 |
ZP
Zimmer Partners
New York
|
-$24.2M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.4M |
KVYO Hedge Fund Activity: Q3 2025 in Review
276 of the 7,619 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.