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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
AWA
926
Arkadios Wealth Advisors
Georgia
$799K +$420K +5,680 +142%
KFS
927
Kaizen Financial Strategies
California
$797K -$77.6K -1,050 -9%
SVWAG
928
Sound View Wealth Advisors Group
Georgia
$796K -$107K -1,450 -13%
FRM
929
Fox Run Management
Connecticut
$796K +$714K +9,660 New
MFIM
930
Mesirow Financial Investment Management
Illinois
$794K +$711K +9,630 New
LA
931
LM Advisors
California
$792K
SCM
932
Sirios Capital Management
Massachusetts
$789K -$310K -4,190 -30%
QWP
933
Quotient Wealth Partners
Texas
$787K +$262K +3,540 +59%
BAM
934
BOS Asset Management
Illinois
$785K +$364K +4,930 +107%
CWM
935
Centric Wealth Management
Illinois
$783K -$5.17K -70 -0.7%
TCA
936
Transcend Capital Advisors
New Jersey
$779K +$43.6K +590 +7%
MGAM
937
McGowan Group Asset Management
Texas
$775K
EFL
938
ERn Financial LLC
Wisconsin
$773K +$3.69K +50 +0.5%
WA
939
Wealth Architects
California
$770K +$427K +5,780 +163%
AFT
940
Alpha Family Trust
California
$767K
LAS
941
Legacy Advisory Services
Pennsylvania
$763K
HAG
942
HighPoint Advisor Group
Illinois
$763K +$10.3K +140 +1%
A
943
AlphaQuest
New York
$763K +$651K +8,810 +2,002%
MIS
944
Morningstar Investment Services
Illinois
$762K +$70.2K +950 +11%
MYLI
945
Meiji Yasuda Life Insurance
Japan
$760K -$55.4K -750 -8%
VBCG
946
Valley Brook Capital Group
Pennsylvania
$757K +$61.3K +830 +10%
DS
947
DRW Securities
Illinois
$754K +$674K +9,130 New
PTC
948
Private Trust Company
Ohio
$754K +$125K +1,690 +23%
BJL
949
Brighton Jones LLC
Washington
$753K +$18.5K +250 +3%
RIA
950
Realta Investment Advisors
Delaware
$753K +$174K +2,360 +35%

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.