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
UBV
551
United Bank (Virginia)
Virginia
$3.02M -$717K -10,610 -18%
EF
552
Empirical Finance
Pennsylvania
$2.97M -$41.2K -610 -1%
AWM
553
Apollon Wealth Management
South Carolina
$2.97M +$276K +4,080 +9%
CA
554
Cornerstone Advisors
North Carolina
$2.96M +$541K +8,000 +21%
DA
555
Dover Advisors
Virginia
$2.96M +$437K +6,470 +16%
UCFA
556
United Capital Financial Advisors
Texas
$2.92M -$44.6K -660 -1%
SNB
557
Security National Bank
Nebraska
$2.91M +$267K +3,950 +9%
CAM
558
Cresset Asset Management
Illinois
$2.89M -$6.72M -99,410 -68%
NWA
559
Navis Wealth Advisors
New York
$2.88M +$6.08K +90 +0.2%
GLR
560
Great Lakes Retirement
Ohio
$2.85M -$134K -1,990 -4%
LSA
561
Leonteq Securities AG
Switzerland
$2.84M +$1.45M +21,390 +90%
Kovitz Investment Group Partners
562
Kovitz Investment Group Partners
Illinois
$2.83M -$71.6K -1,060 -2%
AWP
563
Ascent Wealth Partners
New York
$2.82M +$2.7K +40 +0.1%
APWM
564
Argonautica Private Wealth Management
Massachusetts
$2.8M -$8.11K -120 -0.3%
IP
565
Intellectus Partners
California
$2.8M +$2.7M +40,000 +905%
DADC
566
D.A. Davidson & Co
Montana
$2.79M +$446K +6,600 +18%
KWM
567
Kingsview Wealth Management
Oregon
$2.77M -$49.3K -730 -2%
DILIC
568
Dai-ichi Life Insurance Company
Japan
$2.73M -$1.42M -21,000 -33%
HBT
569
Hills Bank & Trust
Iowa
$2.72M -$162K -2,390 -5%
LAM
570
LECAP Asset Management
United Kingdom
$2.72M +$1.82M +26,870 +164%
HCM
571
Hollencrest Capital Management
California
$2.72M -$14.9K -220 -0.5%
FCP
572
Fidelis Capital Partners
Florida
$2.71M +$397K +5,880 +19%
NAM
573
Nutshell Asset Management
United Kingdom
$2.71M +$2.91M +43,000 New
BOS
574
Bank of Stockton
California
$2.7M -$104K -1,540 -3%
NIP
575
Nicholas Investment Partners
California
$2.7M -$2.96M -43,760 -51%

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.