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1,531 hedge funds and large institutions have $96.9B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 553 increasing their positions, 583 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 90

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

18% more capital invested

Capital invested by funds: $82.2B → $96.9B (+$14.7B)

5% more funds holding

Funds holding: 1,4651,531 (+66)

1.87% more ownership

Funds ownership: 871.61%873.48% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 583

7% less call options, than puts

Call options by funds: $923M | Put options by funds: $995M

Holders
1,531
Holders Change
+66
Holders Change %
+4.51%
% of All Funds
22.11%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
553
Reduced
583
Closed
90
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
ORG
651
Optimist Retirement Group
Washington
$2.45M -$250K -3,380 -10%
JWA
652
JFS Wealth Advisors
Pennsylvania
$2.45M -$739 -10 -0%
FFWA
653
FRG Family Wealth Advisors
Washington
$2.44M
SIA
654
Strategic Investment Advisors
Michigan
$2.43M -$272K -3,680 -11%
SFM
655
Signet Financial Management
New Jersey
$2.42M -$230K -3,110 -10%
HWMA
656
Heritage Wealth Management (Arizona)
Arizona
$2.42M -$361K -4,880 -14%
HFO
657
Heritage Family Offices
Arizona
$2.42M +$2.17M +29,340 New
CCS
658
Concentric Capital Strategies
Connecticut
$2.41M -$3.19M -43,190 -60%
LAM
659
L2 Asset Management
Massachusetts
$2.4M -$1.41M -19,090 -40%
TPM
660
Triasima Portfolio Management
Quebec, Canada
$2.37M +$2.96K +40 +0.1%
HNB
661
Hilltop National Bank
Wyoming
$2.36M -$68K -920 -3%
WI
662
Wahed Invest
New York
$2.36M +$139K +1,880 +7%
PP
663
PDT Partners
New York
$2.31M -$1.7M -23,000 -45%
Nomura Holdings
664
Nomura Holdings
Japan
$2.29M +$90.9K +1,230 +5%
CPWA
665
Cerro Pacific Wealth Advisors
California
$2.27M +$2.03M +27,500 New
PS
666
Principal Securities
Iowa
$2.26M +$532K +7,200 +36%
GL
667
Graypoint LLC
New York
$2.26M +$73.9K +1,000 +4%
CGFA
668
Colton Groome Financial Advisors
North Carolina
$2.24M +$134K +1,820 +7%
PS
669
Pensionfund Sabic
Netherlands
$2.23M
LC
670
Lindbrook Capital
California
$2.21M +$85K +1,150 +4%
LA
671
Lindenwold Advisors
Pennsylvania
$2.2M -$17K -230 -0.9%
AAM
672
Ascension Asset Management
New York
$2.19M
NP
673
NorthRock Partners
Minnesota
$2.18M +$87.2K +1,180 +5%
WFC
674
Western Financial Corp
California
$2.16M +$862K +11,670 +81%
SA
675
SRN Advisors
Pennsylvania
$2.13M

KLAC Hedge Fund Activity: Q2 2024 in Review

1,531 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2024, worth a combined $96.9B — up 18% from $82.2B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KLAC positions and 90 closed out — a net gain of 84 holders — while 553 added to existing stakes and 583 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $406M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,531 institutional investors held KLA (KLAC) as of Q2 2024, up from 1,465 in Q1 2024.
  • Funds reported $96.9B of KLA stock for Q2 2024, up 18% quarter-over-quarter.
  • 174 funds opened new KLA positions in Q2 2024 and 90 closed out, a net change of +84 holders.
  • The largest KLA buyer in Q2 2024 was Swedbank, an estimated $406M added.
  • The largest KLA seller in Q2 2024 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2024.