KLAC icon

KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
526
Abacus FCF Advisors
Florida
$3.46M +$1.09M +1,736 +46%
SFS
527
Strategic Financial Services
New York
$3.46M -$23.9K -38 -0.7%
CG
528
Caprock Group
Idaho
$3.44M +$66.2K +105 +2%
AWS
529
Atria Wealth Solutions
New York
$3.39M -$87K -138 -3%
GIM
530
Goelzer Investment Management
Indiana
$3.36M -$18.9K -30 -0.6%
MYAM
531
Meiji Yasuda Asset Management
Japan
$3.32M -$271K -430 -8%
WJWM
532
Williams Jones Wealth Management
New York
$3.31M – – –
SRC
533
Shufro Rose & Co
New York
$3.3M -$10.7K -17 -0.3%
OC
534
Oppenheimer & Co
New York
$3.23M -$1.23M -1,951 -28%
A
535
Allianz
Germany
$3.2M -$18.4K -29 -0.6%
DIA
536
Dana Investment Advisors
Wisconsin
$3.2M -$31.5K -50 -1%
KeyBank National Association
537
KeyBank National Association
Ohio
$3.17M +$280K +445 +10%
DCM
538
Davidson Capital Management
Texas
$3.16M +$577K +915 +22%
SC
539
Savoie Capital
Illinois
$3.15M – – –
CGH
540
Crossmark Global Holdings
Texas
$3.13M -$1.16M -1,838 -27%
EBWM
541
Eagle Bluffs Wealth Management
Missouri
$3.13M -$66.8K -106 -2%
FFP
542
FourThought Financial Partners
Florida
$3.07M +$3.07M +4,870 New
HKAM
543
Horizon Kinetics Asset Management
New York
$3.04M -$15.8K -25 -0.5%
LBC
544
Lowe Brockenbrough & Co
Virginia
$3.03M -$11.3K -18 -0.4%
HWM
545
HB Wealth Management
Georgia
$3.02M +$406K +645 +16%
UBV
546
United Bank (Virginia)
Virginia
$3.02M -$669K -1,061 -18%
EF
547
Empirical Finance
Pennsylvania
$2.97M -$38.4K -61 -1%
AWM
548
Apollon Wealth Management
South Carolina
$2.97M +$257K +408 +9%
CA
549
Cornerstone Advisors
North Carolina
$2.96M +$504K +800 +21%
DA
550
Dover Advisors
Virginia
$2.96M +$408K +647 +16%
20 21
22
23 24