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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
AE Wealth Management
Kansas
$1.49M +$382K +5,300 +32%
WPC
727
Wedmont Private Capital
Pennsylvania
$1.48M +$629K +8,730 +65%
CWS
728
Confluence Wealth Services
Pennsylvania
$1.48M +$1.62M +22,510 New
CPC
729
Consolidated Planning Corp
Georgia
$1.48M -$161K -2,230 -9%
HTC
730
Haverford Trust Company
Pennsylvania
$1.48M +$2.16K +30 +0.1%
FC
731
Fjell Capital
North Dakota
$1.48M +$251K +3,480 +19%
BCV
732
Banque Cantonale Vaudoise
Switzerland
$1.48M +$1.56M +21,700 New
SAM
733
Sompo Asset Management
Japan
$1.47M +$547K +7,590 +54%
CI
734
CX Institutional
Indiana
$1.47M -$209K -2,900 -12%
DWM
735
Dynasty Wealth Management
Florida
$1.45M -$60.5K -840 -4%
QCG
736
Quadrant Capital Group
Ohio
$1.45M +$870K +12,080 +131%
IFS
737
Ifrah Financial Services
Arkansas
$1.44M -$140K -1,950 -8%
GWM
738
Geneos Wealth Management
Colorado
$1.43M -$4.67M -64,840 -75%
TE
739
Tema ETFs
New York
$1.43M +$890K +12,350 +142%
NIG
740
NFJ Investment Group
Texas
$1.42M +$1.51M +20,930 New
SOS
741
Silver Oak Securities
Tennessee
$1.42M +$326K +4,520 +27%
FDS
742
Freedom Day Solutions
Texas
$1.42M -$179K -2,480 -11%
PP
743
PDT Partners
New York
$1.41M -$1.32M -18,280 -47%
BDLIB
744
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.41M -$648K -9,000 -30%
TIM
745
Thor Investment Management
Ohio
$1.4M +$15.1K +210 +1%
JSW
746
Journey Strategic Wealth
New Jersey
$1.4M +$702K +9,740 +90%
CLP
747
Charis Legacy Partners
Texas
$1.4M +$144K +2,000 +11%
BCM
748
Boltwood Capital Management
California
$1.39M +$46.8K +650 +3%
TPA
749
Trivium Point Advisory
Connecticut
$1.39M -$287K -3,980 -16%
WT
750
Whittier Trust
California
$1.39M +$12.2K +170 +0.8%

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.