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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
876
Sound View Wealth Advisors Group
Georgia
$834K +$27.2K +40 +3%
HIM
877
Hillsdale Investment Management
Ontario, Canada
$833K – – –
TWP
878
Triad Wealth Partners
Kansas
$828K -$27.9K -41 -3%
MYLI
879
Meiji Yasuda Life Insurance
Japan
$824K +$9.52K +14 +1%
VFA
880
Valeo Financial Advisors
Indiana
$823K +$116K +170 +16%
CRI
881
Commonwealth Retirement Investments
Virginia
$822K -$6.12K -9 -0.7%
PA
882
Perennial Advisors
New York
$815K +$815K +1,199 New
P
883
Pitcairn
Pennsylvania
$814K -$107K -158 -12%
HBT
884
Heartland Bank & Trust
Illinois
$809K +$110K +162 +16%
TIA
885
Trust Investment Advisors
Indiana
$808K +$10.2K +15 +1%
GLA
886
Great Lakes Advisors
Illinois
$807K +$29.2K +43 +4%
PF
887
Phoenix Financial
Israel
$804K -$285K -418 -26%
CJ
888
Caitlin John
Michigan
$799K -$1.55M -2,277 -66%
CTA
889
Chesley Taft & Associates
Illinois
$795K +$37.4K +55 +5%
WIA
890
World Investment Advisors
California
$789K +$231K +340 +41%
IWM
891
IHT Wealth Management
Illinois
$789K -$136K -200 -15%
PWM
892
Pines Wealth Management
North Carolina
$788K +$52.8K +88 +7%
HAG
893
HighPoint Advisor Group
Illinois
$782K +$146K +212 +23%
FFA
894
Farther Finance Advisors
California
$781K +$173K +254 +29%
SWA
895
SFMG Wealth Advisors
Texas
$777K +$3.4K +5 +0.4%
AO
896
Advisor OS
Illinois
$773K +$48.3K +71 +7%
IC
897
Inscription Capital
Texas
$772K +$772K +1,105 New
TC
898
Truvestments Capital
Florida
$772K -$138K -203 -15%
WB
899
WesBanco Bank
West Virginia
$772K – – –
FSA
900
Fort Sheridan Advisors
Illinois
$767K -$17.7K -26 -2%
34 35
36
37 38