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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
376
NewEdge Advisors
Louisiana
$8.28M -$153K -2,260 -2%
TCBWMS
377
Texas Capital Bank Wealth Management Services
Texas
$8.24M -$406K -6,000 -4%
CCM
378
Carmel Capital Management
California
$8.19M -$2.71M -40,100 -24%
BBA
379
Baader Bank Aktiengesellschaft
Germany
$8.19M +$2.53M +37,390 +40%
VPIM
380
Vanguard Personalized Indexing Management
California
$8.15M -$515K -7,620 -6%
EWA
381
Exencial Wealth Advisors
Oklahoma
$8.15M -$247K -3,650 -3%
ASN
382
Advisory Services Network
Georgia
$8.13M -$2.45M -36,300 -22%
ERIC
383
Eagle Rock Investment Company
Georgia
$8.12M +$362K +5,360 +4%
TMAM
384
Tokio Marine Asset Management
Japan
$8.09M +$6.07M +89,780 +233%
MSU
385
Mizuho Securities USA
New York
$7.99M +$2.68M +39,600 +45%
BCI
386
Brinker Capital Investments
Pennsylvania
$7.97M -$1.32M -19,490 -13%
OPS
387
Orion Portfolio Solutions
Nebraska
$7.97M -$1.32M -19,490 -13%
TI
388
Tidal Investments
Wisconsin
$7.93M -$16.6M -245,210 -66%
PA
389
Pinnacle Associates
New York
$7.91M +$343K +5,080 +4%
MWM
390
MinichMacGregor Wealth Management
New York
$7.88M +$1.41M +20,890 +20%
Nomura Holdings
391
Nomura Holdings
Japan
$7.86M +$3.28M +48,570 +64%
SWM
392
Spire Wealth Management
Virginia
$7.74M +$149K +2,200 +2%
EMPI
393
Elo Mutual Pension Insurance
Finland
$7.7M -$385K -5,690 -4%
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$7.63M +$2.23M +33,060 +38%
GCM
395
Gibraltar Capital Management
Oklahoma
$7.4M +$7.6M +112,440 +2,249%
QCM
396
Quantinno Capital Management
New York
$7.39M -$251K -3,720 -3%
LGF
397
LGT Group Foundation
Liechtenstein
$7.3M +$416K +6,160 +6%
KIA
398
Knollwood Investment Advisory
Maryland
$7.24M
OPERF
399
Oregon Public Employees Retirement Fund
Oregon
$7.23M -$76.4K -1,130 -1%
GI
400
GS Investments
Minnesota
$7.21M +$297K +4,400 +4%

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.