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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
IFWM
701
Institute for Wealth Management
Colorado
$1.98M -$20.7K -280 -1%
ATC
702
Argent Trust Co
Tennessee
$1.97M -$121K -1,640 -6%
LA
703
Lifeworks Advisors
Michigan
$1.95M -$263K -3,560 -13%
FM
704
Foster & Motley
Ohio
$1.95M +$347K +4,700 +25%
HWMO
705
Heritage Wealth Management (Ohio)
Ohio
$1.94M +$1.67M +22,630 New
DAS
706
Dynamic Advisor Solutions
Arizona
$1.9M +$42.1K +570 +3%
PWP
707
Private Wealth Partners
California
$1.9M
QI
708
Qtron Investments
Massachusetts
$1.89M +$304K +4,120 +22%
RJT
709
Raymond James Trust
Florida
$1.88M -$99K -1,340 -6%
NSB
710
Norway Savings Bank
Maine
$1.88M -$59.1K -800 -3%
ADMI
711
Albert D. Mason Inc
Massachusetts
$1.86M +$4.43K +60 +0.3%
BRWA
712
B. Riley Wealth Advisors
Florida
$1.86M -$50.2K -680 -3%
DM
713
Delphi Management
Massachusetts
$1.85M -$112K -1,510 -6%
MFGM
714
Marshall Financial Group (Maryland)
Maryland
$1.85M -$144K -1,950 -8%
EAMA
715
EFG Asset Management (Americas)
Florida
$1.82M +$471K +6,370 +40%
DWM
716
Dynasty Wealth Management
Florida
$1.82M -$15.5K -210 -0.9%
LWAM
717
Legacy Wealth Asset Management
Minnesota
$1.82M +$1.63M +22,020 New
MMPW
718
Mitchell McLeod Pugh & Williams
Alabama
$1.8M
CPC
719
Consolidated Planning Corp
Georgia
$1.79M +$380K +5,150 +31%
HFM
720
Hartford Financial Management
Connecticut
$1.78M -$177K -2,390 -10%
SM
721
STF Management
Texas
$1.78M -$69.4K -940 -4%
JIC
722
Johnson Investment Counsel
Ohio
$1.75M +$171K +2,310 +12%
SC
723
Savant Capital
Illinois
$1.75M -$64.3K -870 -4%
EFM
724
Eley Financial Management
Vermont
$1.75M -$4.43K -60 -0.3%
HTC
725
Haverford Trust Company
Pennsylvania
$1.74M +$11.8K +160 +0.8%

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.