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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 %
CB
951
Cadence Bank
Mississippi
$602K -$1.26K -2 -0.2%
QPBE
952
Quintet Private Bank (Europe)
Luxembourg
$601K -$50.4K -80 -8%
CA
953
Crumly & Associates
Illinois
$601K +$73.7K +117 +14%
NWAG
954
Net Worth Advisory Group
Utah
$593K +$630 +1 +0.1%
MGAM
955
McGowan Group Asset Management
Texas
$592K – – –
TWA
956
Tandem Wealth Advisors
Arizona
$590K +$141K +224 +31%
DG
957
DMC Group
Alabama
$587K – – –
AFT
958
Alpha Family Trust
California
$586K – – –
QCG
959
Quadrant Capital Group
Ohio
$579K -$59.2K -94 -9%
WA
960
Wealth Architects
California
$579K -$2.52K -4 -0.4%
APA
961
Astoria Portfolio Advisors
New York
$578K +$63.2K +90 +12%
GCM
962
Gallacher Capital Management
Colorado
$575K +$21.4K +34 +4%
CFAM
963
Center For Asset Management
Florida
$567K +$29K +46 +5%
EWA
964
EverSource Wealth Advisors
Alabama
$562K -$151K -239 -21%
FFA
965
Farther Finance Advisors
California
$561K +$45.4K +72 +9%
YMRC
966
Yorktown Management & Research Company
Virginia
$561K – – –
VV
967
Verity & Verity
South Carolina
$558K +$71.8K +114 +15%
HSA
968
HBK Sorce Advisory
Pennsylvania
$552K -$51K -81 -8%
PI
969
PFG Investments
New York
$549K -$106K -169 -16%
BCM
970
Berbice Capital Management
New York
$548K +$548K +870 New
TE
971
Tema ETFs
New York
$546K +$546K +867 New
ACA
972
Aptus Capital Advisors
Alabama
$546K +$41.6K +66 +8%
CNBT
973
Canandaigua National Bank & Trust
New York
$546K -$202K -320 -27%
BTI
974
Blue Trust Inc
Georgia
$544K -$778K -1,234 -59%
CFG
975
Citizens Financial Group
Rhode Island
$542K +$175K +278 +48%
37 38
39
40 41