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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
DCA
851
DSG Capital Advisors
Minnesota
$852K +$914K +13,520 New
MCM
852
MAI Capital Management
Ohio
$852K +$52K +770 +6%
WBC
853
Westpac Banking Corp
Australia
$851K -$541K -8,000 -37%
AFG
854
Atomi Financial Group
New York
$849K +$133K +1,970 +17%
TC
855
Truvestments Capital
Florida
$843K -$5.41K -80 -0.6%
MWM
856
MorganRosel Wealth Management
Colorado
$840K -$191K -2,830 -18%
PWM
857
Pines Wealth Management
North Carolina
$838K +$829K +12,270 New
CIA
858
Concurrent Investment Advisors
Florida
$833K +$6.76K +100 +0.8%
FCB
859
First County Bank
Connecticut
$831K -$125K -1,850 -12%
SG
860
StoneX Group
New York
$823K +$883K +13,060 New
CP
861
Cumberland Partners
Ontario, Canada
$819K +$135K +2,000 +18%
CBUSF
862
Construction & Building Unions Superannuation Fund
Australia
$819K +$879K +13,000 New
CA
863
Clearstead Advisors
Ohio
$817K +$29.7K +440 +4%
FCI
864
Financial Counselors Inc
Kansas
$813K -$129K -1,910 -13%
BAM
865
BOS Asset Management
Illinois
$813K +$55.4K +820 +7%
DSC
866
Duncker Streett & Co
Missouri
$810K +$23K +340 +3%
BAM
867
Blueshift Asset Management
New Jersey
$806K +$143K +2,110 +20%
RIL
868
Rothschild Investment LLC
Illinois
$798K -$43.3K -640 -5%
SW
869
SVB Wealth
Massachusetts
$796K +$854K +12,630 New
TWP
870
Triad Wealth Partners
Kansas
$793K +$851K +12,590 New
FHB
871
First Hawaiian Bank
Hawaii
$790K +$178K +2,630 +27%
RIP
872
Reliant Investment Partners
North Carolina
$784K +$841K +12,440 New
CAG
873
Csenge Advisory Group
Florida
$780K -$48.7K -720 -5%
Wolverine Trading
874
Wolverine Trading
Illinois
$775K +$827K +12,230 New
RCA
875
Roberts Capital Advisors
Colorado
$774K

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.