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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGAM
951
McGowan Group Asset Management
Texas
$639K – – –
BCM
952
Berbice Capital Management
New York
$639K +$47.6K +70 +8%
NWAG
953
Net Worth Advisory Group
Utah
$638K -$1.36K -2 -0.2%
DG
954
DMC Group
Alabama
$633K – – –
AFT
955
Alpha Family Trust
California
$632K – – –
WA
956
Wealth Architects
California
$628K +$4.08K +6 +0.7%
CSP
957
Cary Street Partners
Virginia
$627K -$128K -188 -17%
HA
958
Harfst & Associates
Wyoming
$625K +$625K +919 New
GIA
959
Gateway Investment Advisers
Ohio
$623K +$130K +191 +26%
MIFH
960
Migdal Insurance & Financial Holdings
Israel
$623K +$456K +670 +272%
LC
961
Lavaca Capital
Texas
$623K -$105K -155 -14%
VV
962
Verity & Verity
South Carolina
$621K +$19.7K +29 +3%
VA
963
VestGen Advisors
Illinois
$620K +$620K +912 New
SF
964
Summit Financial
New Jersey
$620K +$311K +457 +100%
MWA
965
MFA Wealth Advisors
Pennsylvania
$620K +$285K +419 +85%
AOWM
966
Alpha Omega Wealth Management
Virginia
$616K -$185K -272 -23%
AAP
967
Arax Advisory Partners
Colorado
$612K -$65.3K -96 -10%
VI
968
Versor Investments
New York
$606K -$150K -220 -20%
OFS
969
OneAscent Financial Services
Alabama
$606K +$606K +892 New
YMRC
970
Yorktown Management & Research Company
Virginia
$605K – – –
CPRC
971
Consolidated Portfolio Review Corp
New York
$600K +$38.1K +56 +7%
SMA
972
Sage Mountain Advisors
Georgia
$599K +$91.7K +135 +18%
VA
973
Valmark Advisers
Ohio
$596K +$21.8K +32 +4%
PI
974
PFG Investments
New York
$595K +$3.4K +5 +0.6%
EFL
975
ERn Financial LLC
Wisconsin
$595K -$59.8K -88 -9%
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