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KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
751
Monte Financial Group
Connecticut
$1.2M +$133K +211 +13%
ADIM
752
Alpha DNA Investment Management
Maryland
$1.19M -$216K -342 -15%
HP
753
Haven Private
Florida
$1.19M +$1.19M +1,895 New
FA
754
Fiduciary Alliance
South Carolina
$1.19M +$1.19M +1,889 New
MYIA
755
Mount Yale Investment Advisors
Colorado
$1.18M -$8.19K -13 -0.7%
RFC
756
Regions Financial Corp
Alabama
$1.18M +$100K +159 +9%
CLP
757
Charis Legacy Partners
Texas
$1.17M +$1.17M +1,854 New
MC
758
Moors & Cabot
Massachusetts
$1.16M +$214K +339 +23%
AWA
759
Alta Wealth Advisors
Massachusetts
$1.16M +$41K +65 +4%
N
760
Numerai
California
$1.16M +$1.16M +1,833 New
FC
761
Fjell Capital
North Dakota
$1.15M +$1.15M +1,825 New
LJAC
762
L.J. Altfest & Co
New York
$1.15M +$47.3K +75 +4%
LCWM
763
Legacy Capital Wealth Management
Texas
$1.15M +$1.15M +1,824 New
LWAM
764
Legacy Wealth Asset Management
Minnesota
$1.14M -$279K -442 -20%
A
765
AlphaQuest
New York
$1.14M +$326K +517 +40%
MBT
766
Montecito Bank & Trust
California
$1.13M – – –
Jones Financial Companies
767
Jones Financial Companies
Missouri
$1.13M +$348K +552 +45%
GWS
768
Greykasell Wealth Strategies
California
$1.12M +$1.12M +1,784 New
I
769
InceptionR
California
$1.12M +$716K +1,137 +176%
CWM
770
Calamos Wealth Management
Illinois
$1.12M +$10.7K +17 +1%
CAM
771
Cypress Asset Management
Texas
$1.12M +$68.7K +109 +7%
GI
772
GAMMA Investing
California
$1.11M +$37.8K +60 +4%
NB
773
Northwest Bancshares
Pennsylvania
$1.11M -$17.6K -28 -2%
YDMI
774
Y.D. More Investments
Israel
$1.1M -$37.8K -60 -3%
SMH
775
Sanders Morris Harris
Texas
$1.1M – – –
29 30
31
32 33