KLAC icon

KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
926
Edgestream Partners
New Jersey
$655K -$4.59M -7,292 -88%
HBT
927
Heartland Bank & Trust
Illinois
$648K -$22.7K -36 -3%
KFS
928
Kaizen Financial Strategies
California
$643K -$18.9K -30 -3%
AC
929
Avestar Capital
New York
$642K -$330K -524 -34%
GCP
930
GSA Capital Partners
United Kingdom
$640K -$73.8K -117 -10%
IC
931
Iconiq Capital
California
$640K +$354K +562 +124%
EWM
932
Empirical Wealth Management
Washington
$637K -$148K -235 -19%
LTL
933
Lowery Thomas LLC
California
$636K – – –
AIA
934
AIMZ Investment Advisors
California
$635K – – –
RA
935
RFG Advisory
Alabama
$634K +$87K +138 +16%
EWA
936
Encompass Wealth Advisors
Oregon
$632K +$1.89K +3 +0.3%
VBCG
937
Valley Brook Capital Group
Pennsylvania
$632K +$3.15K +5 +0.5%
CA
938
CoreCap Advisors
Michigan
$631K -$272K -432 -30%
LAI
939
Legal Advantage Investments
California
$630K – – –
AAP
940
Arax Advisory Partners
Colorado
$628K +$305K +484 +95%
CWM
941
Centric Wealth Management
Illinois
$626K – – –
NO
942
Ninety One
South Africa
$625K – – –
KNW
943
Kesler Norman & Wride
Utah
$625K -$147K -232 -19%
SI
944
Sava Infond
Slovenia
$624K +$624K +990 New
CFO
945
Callan Family Office
Pennsylvania
$623K +$237K +376 +61%
SYBT
946
Stock Yards Bank & Trust
Kentucky
$616K -$18.9K -30 -3%
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$615K -$42.1K -57 -6%
EFL
948
ERn Financial LLC
Wisconsin
$607K +$10.7K +17 +2%
OQS
949
Occudo Quantitative Strategies
Florida
$603K -$167K -265 -22%
CA
950
Commerzbank Aktiengesellschaft
Germany
$602K +$152K +239 +34%
36 37
38
39 40