KLAC icon

KLA
KLAC

Overview Fund Activity

1,631 hedge funds and large institutions have $105B invested in KLA in 2025 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 640 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+91
Holders Change %
+5.91%
% of All Funds
21.86%
Holding in Top 10
50
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
220
Increased
561
Reduced
640
Closed
101
Calls
$764M
Puts
$1.13B
Net Calls
-$362M
Net Calls Change
-$377M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.94B
2
Capital International Investors
Capital International Investors
California
+$1.92B
3
Victory Capital Management
Victory Capital Management
Texas
+$374M
4
NL
Nuveen LLC
North Carolina
+$282M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$846M
3
Amundi
Amundi
France
-$407M
4
Primecap Management
Primecap Management
California
-$355M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
626
Boomfish Wealth Group
Georgia
$2.91M -$420K -469 -13%
HIC
627
Holderness Investments Company
North Carolina
$2.89M +$22.4K +25 +0.8%
RC
628
Rexford Capital
Texas
$2.86M +$2.86M +3,190 New
GP
629
Geneva Partners
Wisconsin
$2.85M +$2.85M +3,177 New
CPWA
630
Cerro Pacific Wealth Advisors
California
$2.81M +$155K +173 +6%
WCA
631
Westover Capital Advisors
Delaware
$2.8M -$55.5K -62 -2%
AG
632
Ascent Group
Virginia
$2.79M -$250K -279 -8%
TFA
633
Teamwork Financial Advisors
Texas
$2.78M +$1.91M +2,130 +219%
SFA
634
Sequoia Financial Advisors
Ohio
$2.74M +$115K +128 +4%
KOCAA
635
Knights of Columbus Asset Advisors
Connecticut
$2.73M +$52K +58 +2%
PCA
636
Peddock Capital Advisors
Massachusetts
$2.73M -$13.4K -15 -0.5%
ORG
637
Optimist Retirement Group
Washington
$2.72M -$5.37K -6 -0.2%
SFM
638
Signet Financial Management
New Jersey
$2.72M -$142K -158 -5%
HTC
639
Haverford Trust Company
Pennsylvania
$2.72M +$772K +862 +40%
ECM
640
Everence Capital Management
Indiana
$2.71M – – –
CWR
641
Chico Wealth RIA
California
$2.71M -$563K -629 -17%
VWM
642
Vivid Wealth Management
Iowa
$2.69M +$2.69M +3,007 New
FM
643
Foster & Motley
Ohio
$2.67M +$134K +150 +5%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$2.67M +$163K +182 +6%
AAMU
645
APG Asset Management US
New York
$2.64M -$1.08M -1,196 -29%
JWA
646
JFS Wealth Advisors
Pennsylvania
$2.64M -$4.48K -5 -0.2%
SFM
647
Systematic Financial Management
New Jersey
$2.63M -$8.96K -10 -0.3%
MSA
648
MUFG Securities Americas
New York
$2.63M +$519K +579 +25%
ODFS
649
O'Donnell Financial Services
California
$2.59M -$103K -115 -4%
OIA
650
OneDigital Investment Advisors
Kansas
$2.58M -$5.37K -6 -0.2%
24 25
26
27 28