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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
926
Hartford Funds Management
Pennsylvania
$663K -$4.05K -60 -0.6%
CIA
927
Choate Investment Advisors
Massachusetts
$662K +$291K +4,300 +69%
JCIA
928
Jackson Creek Investment Advisors
Colorado
$660K +$51.4K +760 +8%
WAG
929
Winthrop Advisory Group
Massachusetts
$659K -$676 -10 -0.1%
PCMU
930
Paragon Capital Management (Utah)
Utah
$656K +$79.1K +1,170 +13%
MGIA
931
Moneta Group Investment Advisors
Missouri
$656K +$420K +6,220 +148%
VFA
932
Valeo Financial Advisors
Indiana
$656K +$50K +740 +8%
CWAG
933
Compton Wealth Advisory Group
Virginia
$655K
CIAS
934
Capital Investment Advisory Services
North Carolina
$655K +$44.6K +660 +7%
EP
935
Edgestream Partners
New Jersey
$655K -$4.93M -72,920 -88%
HBT
936
Heartland Bank & Trust
Illinois
$648K -$24.3K -360 -3%
KFS
937
Kaizen Financial Strategies
California
$643K -$20.3K -300 -3%
AC
938
Avestar Capital
New York
$642K -$354K -5,240 -34%
GCP
939
GSA Capital Partners
United Kingdom
$640K -$79.1K -1,170 -10%
IC
940
Iconiq Capital
California
$640K +$380K +5,620 +124%
EWM
941
Empirical Wealth Management
Washington
$637K -$159K -2,350 -19%
LTL
942
Lowery Thomas LLC
California
$636K
AIA
943
AIMZ Investment Advisors
California
$635K
RA
944
RFG Advisory
Alabama
$634K +$93.3K +1,380 +16%
EWA
945
Encompass Wealth Advisors
Oregon
$632K +$2.03K +30 +0.3%
VBCG
946
Valley Brook Capital Group
Pennsylvania
$632K +$3.38K +50 +0.5%
CA
947
CoreCap Advisors
Michigan
$631K -$292K -4,320 -30%
LAI
948
Legal Advantage Investments
California
$630K
AAP
949
Arax Advisory Partners
Colorado
$628K +$327K +4,840 +95%
CWM
950
Centric Wealth Management
Illinois
$626K

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.