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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
IA
601
IFP Advisors
Florida
$2.44M +$145K +2,140 +6%
Simplex Trading
602
Simplex Trading
Illinois
$2.41M +$2.59M +38,250 New
RWM
603
Ritholtz Wealth Management
New York
$2.39M -$546K -8,080 -18%
GT
604
Greenleaf Trust
Michigan
$2.39M -$241K -3,570 -9%
BWG
605
Boomfish Wealth Group
Georgia
$2.39M +$395K +5,850 +18%
MMG
606
Monetary Management Group
Missouri
$2.38M +$142K +2,100 +6%
PS
607
Principal Securities
Iowa
$2.36M +$524K +7,750 +26%
LA
608
Legacy Advisors
Pennsylvania
$2.36M +$62.2K +920 +3%
TC
609
Trilogy Capital
California
$2.35M +$868K +12,840 +52%
ACM
610
Advisors Capital Management
New Jersey
$2.35M +$119K +1,760 +5%
IC
611
IEQ Capital
California
$2.34M -$3.91M -57,790 -61%
FAN
612
Financial Advisors Network
California
$2.33M +$2.49M +36,900 New
ADMI
613
Albert D. Mason Inc
Massachusetts
$2.31M +$973K +14,390 +64%
PAG
614
Private Advisor Group
New Jersey
$2.31M -$1.41M -20,860 -36%
CWR
615
Chico Wealth RIA
California
$2.3M +$2.7K +40 +0.1%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$2.28M -$82.5K -1,220 -3%
CPWA
617
Cerro Pacific Wealth Advisors
California
$2.27M +$125K +1,850 +7%
GAG
618
GM Advisory Group
New York
$2.26M -$10.1K -150 -0.4%
GP
619
Geneva Partners
Wisconsin
$2.25M -$1.5M -22,130 -38%
LIP
620
Liontrust Investment Partners
United Kingdom
$2.25M +$2.41M +35,730 New
SFM
621
Signet Financial Management
New Jersey
$2.25M +$257K +3,800 +12%
ACM
622
Aquatic Capital Management
Illinois
$2.25M +$2.41M +35,670 New
GI
623
GLOBALT Investments
Georgia
$2.21M +$29.7K +440 +1%
WCA
624
Westover Capital Advisors
Delaware
$2.21M -$212K -3,140 -8%
CJ
625
Caitlin John
Michigan
$2.18M +$54.1K +800 +2%

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.