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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
CAMV
851
Concord Asset Management (Virginia)
Virginia
$1.04M +$108K +1,460 +13%
CFGS
852
Concourse Financial Group Securities
Alabama
$1.04M +$184K +2,490 +25%
DSC
853
Duncker Streett & Co
Missouri
$1.04M +$133K +1,800 +17%
CWP
854
Concord Wealth Partners
Virginia
$1.04M +$97.5K +1,320 +12%
FMI
855
F/M Investments
District of Columbia
$1.03M +$926K +12,540 New
EWS
856
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$148K -2,010 -14%
CAG
857
Csenge Advisory Group
Florida
$1.02M +$187K +2,530 +26%
BCP
858
Blackhawk Capital Partners
Wisconsin
$1.02M -$1.16M -15,710 -56%
PL
859
Perpetual Ltd
Australia
$1.02M -$70.2K -950 -7%
CGL
860
Clarius Group LLC
Washington
$1.02M -$30.3K -410 -3%
CCP
861
Clough Capital Partners
Massachusetts
$1.02M +$913K +12,360 New
PP
862
Pegasus Partners
Wisconsin
$1.02M -$493K -6,670 -35%
MCM
863
McKinley Capital Management
Alaska
$1.02M -$159K -2,150 -15%
SSWM
864
Smith Salley Wealth Management
North Carolina
$1.02M -$8.87K -120 -1%
MBT
865
Montecito Bank & Trust
California
$1.02M +$171K +2,320 +23%
LSAG
866
Lake Street Advisors Group
New Hampshire
$1.02M -$42.1K -570 -4%
PWLP
867
Prio Wealth Limited Partnership
Massachusetts
$1M
SW
868
SVB Wealth
Massachusetts
$998K +$94.6K +1,280 +12%
CA
869
Clearstead Advisors
Ohio
$989K +$510K +6,910 +136%
GFG
870
Greystone Financial Group
Michigan
$980K +$11.1K +150 +1%
PSB
871
Passumpsic Savings Bank
Vermont
$978K +$31K +420 +4%
TCOV
872
Trust Company of Vermont
Vermont
$972K -$739 -10 -0.1%
MA
873
Mezzasalma Advisors
New Jersey
$967K -$79K -1,070 -8%
NDSI
874
Newman Dignan & Sheerar Inc
Rhode Island
$966K -$29.6K -400 -3%
CFSG
875
Community Financial Services Group
Vermont
$961K +$861K +11,660 New

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.