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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
601
Monetary Management Group
Missouri
$2.55M -$17K -25 -0.7%
ADMI
602
Albert D. Mason Inc
Massachusetts
$2.54M +$40.1K +59 +2%
BWG
603
Boomfish Wealth Group
Georgia
$2.53M -$46.9K -69 -2%
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$2.52M +$481K +707 +24%
QC
605
Quantessence Capital
New York
$2.52M +$2.52M +3,707 New
PAG
606
Private Advisor Group
New Jersey
$2.5M +$4.76K +7 +0.2%
CWR
607
Chico Wealth RIA
California
$2.48M – – –
MAS
608
Meeder Advisory Services
Ohio
$2.47M +$267K +392 +12%
RWM
609
Ritholtz Wealth Management
New York
$2.46M -$123K -181 -5%
BBP
610
Banco BTG Pactual
Brazil
$2.45M +$2.45M +3,601 New
FCP
611
Fidelis Capital Partners
Florida
$2.43M -$111K -160 -4%
JFG
612
Jefferies Financial Group
New York
$2.43M +$1.35M +1,992 +126%
PAM
613
Palisade Asset Management
Minnesota
$2.42M +$112K +165 +5%
SIC
614
Sigma Investment Counselors
Michigan
$2.42M +$803K +1,181 +50%
PS
615
Principal Securities
Iowa
$2.36M – – –
LA
616
Lifeworks Advisors
Michigan
$2.36M +$109K +160 +5%
GI
617
GLOBALT Investments
Georgia
$2.35M -$38.1K -56 -2%
LIP
618
Liontrust Investment Partners
United Kingdom
$2.35M -$83.6K -123 -3%
WI
619
Wahed Invest
New York
$2.33M +$71.4K +105 +3%
ATC
620
Argent Trust Co
Tennessee
$2.33M +$615K +905 +36%
JSC
621
Jackson Square Capital
California
$2.32M +$37.4K +55 +2%
FFWA
622
FRG Family Wealth Advisors
Washington
$2.31M – – –
COI
623
Connable Office Inc
Michigan
$2.31M -$518K -762 -18%
THCM
624
Taylor Hoffman Capital Management
Virginia
$2.31M -$16.4K -24 -0.7%
AG
625
Ascent Group
Virginia
$2.3M +$700K +1,030 +44%
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