We are live on ! Find out more

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
NMERB
501
New Mexico Educational Retirement Board
New Mexico
$4.02M -$135K -2,000 -3%
FCM
502
Fortis Capital Management
Washington
$4M +$1.14M +16,900 +36%
CUAMC
503
China Universal Asset Management Company
China
$3.97M -$2.08M -30,780 -33%
PWM
504
Perigon Wealth Management
California
$3.95M +$2.4M +35,520 +205%
NP
505
Nilsine Partners
Colorado
$3.95M +$246K +3,640 +6%
SPIA
506
Steward Partners Investment Advisory
New York
$3.91M +$2.06M +30,530 +97%
MC
507
Mathes Company
New York
$3.88M -$128K -1,900 -3%
BJL
508
Brighton Jones LLC
Washington
$3.87M -$827K -12,240 -17%
BWL
509
Bogart Wealth LLC
Virginia
$3.85M +$660K +9,760 +19%
JF
510
Jump Financial
Illinois
$3.82M -$12.5M -184,440 -75%
AAS
511
Avantax Advisory Services
Texas
$3.81M +$17.6K +260 +0.4%
VFM
512
Viking Fund Management
North Dakota
$3.78M
IAM
513
Impact Asset Management
$3.76M +$4.03M +59,700 New
MCP
514
Mirador Capital Partners
California
$3.72M
PA
515
PFG Advisors
Arizona
$3.72M +$73K +1,080 +2%
MGP
516
Metis Global Partners
California
$3.7M +$171K +2,530 +5%
OBAM
517
ODDO BHF Asset Management
France
$3.69M -$148K -2,190 -4%
FFG
518
Fortem Financial Group
California
$3.68M +$80.4K +1,190 +2%
BI
519
BFI Infinity
Switzerland
$3.66M +$3.93M +58,160 New
SAM
520
Synergy Asset Management
Washington
$3.66M +$3.88M +57,410 New
VIPI
521
Vista Investment Partners II
Indiana
$3.63M +$3.9M +57,640 New
VI
522
Vestcor Inc
New Brunswick, Canada
$3.63M -$36.5K -540 -0.9%
IWS
523
Insight Wealth Strategies
California
$3.62M +$201K +2,970 +5%
SCM
524
Sterling Capital Management
North Carolina
$3.61M -$1.76M -26,110 -31%
SFI
525
Siemens Fonds Invest
Germany
$3.59M +$44.6K +660 +1%

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.