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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 %
PS
601
Principal Securities
Iowa
$2.36M +$488K +775 +26%
LA
602
Legacy Advisors
Pennsylvania
$2.36M +$58K +92 +3%
TC
603
Trilogy Capital
California
$2.35M +$809K +1,284 +52%
ACM
604
Advisors Capital Management
New Jersey
$2.35M +$111K +176 +5%
IC
605
IEQ Capital
California
$2.34M -$3.64M -5,779 -61%
FAN
606
Financial Advisors Network
California
$2.33M +$2.33M +3,690 New
ADMI
607
Albert D. Mason Inc
Massachusetts
$2.31M +$907K +1,439 +64%
PAG
608
Private Advisor Group
New Jersey
$2.31M -$1.31M -2,086 -36%
CWR
609
Chico Wealth RIA
California
$2.3M +$2.52K +4 +0.1%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$2.28M -$76.9K -122 -3%
CPWA
611
Cerro Pacific Wealth Advisors
California
$2.27M +$143K +185 +7%
GAG
612
GM Advisory Group
New York
$2.26M -$9.45K -15 -0.4%
GP
613
Geneva Partners
Wisconsin
$2.25M -$1.39M -2,213 -38%
LIP
614
Liontrust Investment Partners
United Kingdom
$2.25M +$2.25M +3,573 New
SFM
615
Signet Financial Management
New Jersey
$2.25M +$239K +380 +12%
ACM
616
Aquatic Capital Management
Illinois
$2.25M +$2.25M +3,567 New
GI
617
GLOBALT Investments
Georgia
$2.21M +$27.7K +44 +1%
WCA
618
Westover Capital Advisors
Delaware
$2.21M -$198K -314 -8%
CJ
619
Caitlin John
Michigan
$2.18M +$50.4K +80 +2%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$2.17M -$44.7K -71 -2%
BCM
621
Bridgeway Capital Management
Texas
$2.15M – – –
THCM
622
Taylor Hoffman Capital Management
Virginia
$2.15M – – –
FFWA
623
FRG Family Wealth Advisors
Washington
$2.15M – – –
PAM
624
Palisade Asset Management
Minnesota
$2.14M +$299K +475 +16%
AG
625
Algert Global
California
$2.14M +$1.84M +2,914 +607%
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