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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
QPW
976
Quantum Private Wealth
Florida
$667K
CMS
977
Capital Market Strategies
Florida
$666K +$9.6K +130 +2%
ADIM
978
Alpha DNA Investment Management
Maryland
$665K -$203K -2,750 -25%
CPRC
979
Consolidated Portfolio Review Corp
New York
$654K -$19.9K -270 -3%
DAS
980
Diversify Advisory Services
Utah
$653K +$17K +230 +3%
HMS
981
Hanseatic Management Services
New Mexico
$643K +$14K +190 +2%
FWP
982
FAS Wealth Partners
Kansas
$634K
VH
983
Visionary Horizons
Tennessee
$632K -$31K -420 -5%
MWM
984
Mission Wealth Management
California
$631K -$233K -3,150 -29%
AAS
985
Annex Advisory Services
Wisconsin
$630K
NAM
986
NorthCrest Asset Manangement
Minnesota
$627K +$13.3K +180 +2%
UH
987
Unigestion Holding
Switzerland
$627K -$83.5K -1,130 -9%
EWM
988
Evercore Wealth Management
New York
$627K -$42.1K -570 -7%
IA
989
IFP Advisors
Florida
$625K -$892K -12,070 -61%
WAP
990
Wealthcare Advisory Partners
Pennsylvania
$617K +$28.8K +390 +6%
KNW
991
Kesler Norman & Wride
Utah
$616K +$550K +7,450 New
SMA
992
Sage Mountain Advisors
Georgia
$616K +$46.5K +630 +9%
FCA
993
FLC Capital Advisors
California
$616K
FHA
994
First Horizon Advisors
Tennessee
$614K +$11.8K +160 +2%
GSC
995
G&S Capital
Colorado
$610K -$175K -2,370 -25%
BAM
996
Berkshire Asset Management
Pennsylvania
$604K
FFM
997
Forum Financial Management
Illinois
$602K +$3.69K +50 +0.7%
PFBT
998
Parkside Financial Bank & Trust
Missouri
$601K +$1.48K +20 +0.3%
EFG
999
Ethos Financial Group
Pennsylvania
$598K -$363K -4,910 -40%
BMA
1000
Brooks Moore & Associates
Tennessee
$598K

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.