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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 %
ACG
626
Allen Capital Group
Nebraska
$2.13M +$2.13M +3,383 New
JSC
627
Jackson Square Capital
California
$2.11M -$3.23M -5,132 -60%
WI
628
Wahed Invest
New York
$2.1M +$37.2K +59 +2%
TC
629
TownSquare Capital
Utah
$2.09M +$386K +612 +23%
LA
630
Lifeworks Advisors
Michigan
$2.09M +$488K +775 +31%
ODFS
631
O'Donnell Financial Services
California
$2.07M – – –
TFA
632
Teamwork Financial Advisors
Texas
$2.06M -$866K -1,374 -30%
SDIC
633
South Dakota Investment Council
South Dakota
$2.06M -$94.5K -150 -4%
OIA
634
OneDigital Investment Advisors
Kansas
$2.06M -$148K -235 -7%
CAPTRUST Financial Advisors
635
CAPTRUST Financial Advisors
North Carolina
$2.06M +$291K +462 +16%
MAS
636
Meeder Advisory Services
Ohio
$2.04M +$54.8K +87 +3%
HIC
637
Holderness Investments Company
North Carolina
$2.02M -$6.3K -10 -0.3%
PCA
638
Peddock Capital Advisors
Massachusetts
$2.01M -$28.4K -45 -1%
ACP
639
Aviance Capital Partners
Florida
$1.99M +$31.5K +50 +2%
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$1.99M -$470K -746 -19%
PWM
641
Pinnacle Wealth Management
California
$1.98M -$18.9K -30 -0.9%
SAM
642
Silvercrest Asset Management
New York
$1.98M -$34.7K -55 -2%
HFM
643
Hartford Financial Management
Connecticut
$1.96M +$519K +824 +36%
LCM
644
Landscape Capital Management
New Jersey
$1.95M +$1.95M +3,097 New
SIA
645
Strategic Investment Advisors
Michigan
$1.94M +$38.4K +61 +2%
ORG
646
Optimist Retirement Group
Washington
$1.93M +$27.1K +43 +1%
DAS
647
Dynamic Advisor Solutions
Arizona
$1.93M -$56.1K -89 -3%
ECM
648
Everence Capital Management
Indiana
$1.91M -$334K -530 -15%
BDLIB
649
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.89M +$1.89M +2,990 New
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$1.89M -$440K -698 -19%
24 25
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