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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
FSA
876
Fort Sheridan Advisors
Illinois
$952K
PCIA
877
Prime Capital Investment Advisors
Kansas
$950K -$40.6K -550 -5%
FNBT
878
FineMark National Bank & Trust
Florida
$943K -$1.48K -20 -0.2%
DWT
879
Dorsey & Whitney Trust
South Dakota
$942K +$110K +1,490 +15%
WB
880
WesBanco Bank
West Virginia
$936K -$34K -460 -4%
PPWM
881
Paragon Private Wealth Management
Kentucky
$936K +$38.4K +520 +5%
KCM
882
Kathmere Capital Management
Pennsylvania
$936K +$239K +3,230 +40%
KA
883
Kintegral Advisory
New York
$935K -$53.2K -720 -6%
SWA
884
SFMG Wealth Advisors
Texas
$931K +$739 +10 +0.1%
SIA
885
Schechter Investment Advisors
Michigan
$926K -$12.6K -170 -1%
ACA
886
Aptus Capital Advisors
Alabama
$925K +$42.1K +570 +5%
CB
887
Cadence Bank
Mississippi
$920K +$1.48K +20 +0.2%
MIC
888
Maxi Investments CY
Cyprus
$915K -$5.27M -71,280 -87%
GLA
889
Great Lakes Advisors
Illinois
$909K -$42.8K -580 -5%
HFA
890
Hershey Financial Advisers
Pennsylvania
$904K +$810K +10,970 New
HBT
891
Heartland Bank & Trust
Illinois
$904K -$366K -4,960 -31%
PFG
892
Prosperity Financial Group
California
$895K +$17.7K +240 +2%
FFA
893
Fragasso Financial Advisors
Pennsylvania
$885K +$17K +230 +2%
EWA
894
EverSource Wealth Advisors
Alabama
$877K +$213K +2,890 +37%
PI
895
PFG Investments
New York
$872K -$607K -8,210 -44%
BFEC
896
Benjamin F. Edwards & Company
Missouri
$871K -$739 -10 -0.1%
Fidelity International
897
Fidelity International
Bermuda
$867K -$28.1K -380 -3%
CIA
898
Concurrent Investment Advisors
Florida
$863K +$117K +1,580 +18%
WAG
899
Winthrop Advisory Group
Massachusetts
$862K +$2.22K +30 +0.3%
RCA
900
Roberts Capital Advisors
Colorado
$858K

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.