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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
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$2.13M +$62.8K +850 +3%
UFF
677
USA Financial Formulas
Michigan
$2.13M +$171K +2,310 +10%
FDS
678
Freedom Day Solutions
Texas
$2.13M -$200K -2,710 -10%
SRL
679
Scientech Research LLC
New Jersey
$2.1M +$1.23M +16,670 +189%
AG
680
Ascent Group
Virginia
$2.1M +$267K +3,620 +17%
TA
681
Tectonic Advisors
Texas
$2.1M +$58.4K +790 +3%
PWMAG
682
Pinnacle Wealth Management Advisory Group
New Jersey
$2.1M +$202K +2,730 +12%
WTC
683
WhitTier Trust Company
Nevada
$2.1M -$739 -10 -0%
MA
684
Mutual Advisors
Nebraska
$2.08M +$356K +4,820 +22%
CA
685
Claro Advisors
Massachusetts
$2.07M +$12.6K +170 +0.7%
SGI
686
Summit Global Investments
Utah
$2.07M +$704K +9,530 +61%
BA
687
Bristlecone Advisors
Washington
$2.05M -$248K -3,360 -12%
IFS
688
Ifrah Financial Services
Arkansas
$2.05M -$352K -4,760 -16%
GAM
689
Groupama Asset Management
France
$2.04M +$1.83M +24,770 New
VWM
690
Vivid Wealth Management
Iowa
$2.03M +$1.15M +15,500 +169%
RL
691
Retireful LLC
Michigan
$2.03M +$1.82M +24,660 New
RAM
692
Ramirez Asset Management
New York
$2.03M -$910K -12,320 -33%
CCM
693
Coldstream Capital Management
Washington
$2.03M +$14.8K +200 +0.8%
TPA
694
Trivium Point Advisory
Connecticut
$2.02M +$342K +4,630 +23%
IAN
695
Integrated Advisors Network
Texas
$2.01M -$11.1K -150 -0.6%
EAM
696
EFG Asset Management
Oregon
$2.01M -$331K -4,480 -16%
JCM
697
Jacobi Capital Management
Pennsylvania
$2M +$24.4K +330 +1%
RSA
698
River Street Advisors
Illinois
$1.99M -$2.22K -30 -0.1%
LC
699
Lavaca Capital
Texas
$1.99M +$739 +10 +0%
LCM
700
Leisure Capital Management
California
$1.98M -$70.9K -960 -4%

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.