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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 %
WPC
826
Wedmont Private Capital
Pennsylvania
$914K -$34.2K -50 -4%
MFIM
827
Mesirow Financial Investment Management
Illinois
$914K +$262K +415 +40%
PPWM
828
Paragon Private Wealth Management
Kentucky
$910K +$87K +138 +11%
PFA
829
Pathway Financial Advisers
Indiana
$900K +$31.5K +50 +4%
DWT
830
Dorsey & Whitney Trust
South Dakota
$896K -$75.6K -120 -8%
SAM
831
Sompo Asset Management
Japan
$888K -$139K -220 -13%
GFG
832
Greystone Financial Group
Michigan
$883K +$123K +195 +16%
FMI
833
F/M Investments
District of Columbia
$878K +$125K +199 +17%
ST
834
Sabal Trust
Florida
$877K +$877K +1,392 New
Jacobs Levy Equity Management
835
Jacobs Levy Equity Management
New Jersey
$874K -$1.49M -2,364 -63%
AIM
836
Allen Investment Management
New York
$873K -$18.9K -30 -2%
CI
837
Cigna Investments
Connecticut
$869K -$11.3K -18 -1%
SAM
838
Smartleaf Asset Management
Massachusetts
$865K +$136K +214 +19%
IWM
839
IHT Wealth Management
Illinois
$857K -$800K -1,270 -48%
SS
840
SBI Securities
Japan
$856K +$856K +1,358 New
P
841
Pitcairn
Pennsylvania
$854K -$721K -1,144 -46%
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
$853K +$352K +558 +70%
DCA
843
DSG Capital Advisors
Minnesota
$852K +$852K +1,352 New
MCM
844
MAI Capital Management
Ohio
$852K +$48.5K +77 +6%
WBC
845
Westpac Banking Corp
Australia
$851K -$504K -800 -37%
AFG
846
Atomi Financial Group
New York
$849K +$124K +197 +17%
TC
847
Truvestments Capital
Florida
$843K -$5.04K -8 -0.6%
MWM
848
MorganRosel Wealth Management
Colorado
$840K -$178K -283 -18%
PWM
849
Pines Wealth Management
North Carolina
$838K +$838K +1,227 New
CIA
850
Concurrent Investment Advisors
Florida
$833K +$6.3K +10 +0.8%
32 33
34
35 36