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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
CWAG
901
Compton Wealth Advisory Group
Virginia
$857K
QPBE
902
Quintet Private Bank (Europe)
Luxembourg
$854K +$14.8K +200 +2%
VFA
903
Valeo Financial Advisors
Indiana
$851K +$154K +2,090 +25%
CTA
904
Chesley Taft & Associates
Illinois
$850K -$45.1K -610 -6%
DG
905
DMC Group
Alabama
$850K +$73.9K +1,000 +11%
NCFG
906
New Century Financial Group
New Jersey
$848K +$131K +1,780 +21%
ET
907
Equitable Trust
Tennessee
$844K +$228K +3,090 +43%
JIC
908
Joel Isaacson & Co
New York
$843K -$739 -10 -0.1%
HFM
909
Hartford Funds Management
Pennsylvania
$842K -$214K -2,900 -22%
BPA
910
Beacon Pointe Advisors
California
$833K
LTL
911
Lowery Thomas LLC
California
$832K -$76.1K -1,030 -9%
ST
912
Smithfield Trust
Pennsylvania
$831K -$6.65K -90 -0.9%
AIA
913
AIMZ Investment Advisors
California
$830K
SYBT
914
Stock Yards Bank & Trust
Kentucky
$830K +$1.48K +20 +0.2%
QCG
915
Quadrant Capital Group
Ohio
$828K +$78.3K +1,060 +12%
MOS
916
MGO One Seven
Ohio
$827K +$164K +2,220 +28%
CP
917
Cumberland Partners
Ontario, Canada
$825K -$369K -5,000 -33%
EWA
918
Encompass Wealth Advisors
Oregon
$825K
LAI
919
Legal Advantage Investments
California
$825K
NC
920
nVerses Capital
Florida
$825K +$739K +10,000 New
GM
921
GeoWealth Management
Illinois
$817K -$1.8M -24,310 -71%
JCIA
922
Jackson Creek Investment Advisors
Colorado
$816K -$225K -3,050 -24%
AIP
923
Almanack Investment Partners
Pennsylvania
$807K
HSA
924
HBK Sorce Advisory
Pennsylvania
$800K +$56.1K +760 +8%
VAS
925
Vestmark Advisory Solutions
Massachusetts
$800K -$56.9K -770 -7%

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.