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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 %
GAM
976
Griffin Asset Management
New York
$539K -$381K -605 -41%
JAG
977
Journey Advisory Group
Kentucky
$536K – – –
PTC
978
Private Trust Company
Ohio
$536K -$166K -264 -24%
QWP
979
Quotient Wealth Partners
Texas
$535K -$78.8K -125 -13%
VH
980
Visionary Horizons
Tennessee
$534K +$48.5K +77 +10%
ST
981
Smithfield Trust
Pennsylvania
$534K -$98.5K -157 -16%
VA
982
Valmark Advisers
Ohio
$532K +$77.5K +123 +17%
AWM
983
Aries Wealth Management
Maine
$531K – – –
PCM
984
Prelude Capital Management
New York
$529K -$221K -351 -29%
SI
985
Stephens Inc
Arkansas
$527K -$396K -629 -43%
MA
986
Mezzasalma Advisors
New Jersey
$526K -$209K -331 -28%
AAM
987
Auxier Asset Management
Oregon
$526K – – –
CPRC
988
Consolidated Portfolio Review Corp
New York
$521K +$13.2K +21 +3%
HAS
989
HBW Advisory Services
California
$520K +$28.3K +45 +6%
SWP
990
Sagespring Wealth Partners
Tennessee
$518K +$518K +822 New
MAM
991
McLean Asset Management
Virginia
$517K +$34.7K +55 +7%
WIA
992
World Investment Advisors
California
$517K +$265K +420 +105%
KCM
993
Kathmere Capital Management
Pennsylvania
$513K -$106K -169 -17%
PTC
994
Petrus Trust Company
Texas
$512K +$512K +813 New
PCG
995
Prosperity Consulting Group
Maryland
$509K +$120K +190 +31%
SQA
996
Simon Quick Advisors
New Jersey
$508K +$29K +46 +6%
VWM
997
Valley Wealth Managers
New Jersey
$505K +$113K +180 +29%
EFI
998
EHP Funds Inc
Canada
$504K +$126K +200 +33%
BOTPPF
999
Board of the Pension Protection Fund
United Kingdom
$504K +$504K +800 New
TF
1000
Trek Financial
Arizona
$502K +$1.89K +3 +0.4%
38 39
40
41 42