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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
ACI
1001
Alpha Cubed Investments
California
$597K +$165K +2,230 +45%
AIM
1002
Allen Investment Management
New York
$596K +$534K +7,230 New
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$595K -$2.22K -30 -0.4%
CFP
1004
Catalyst Financial Partners
Massachusetts
$594K +$27.3K +370 +5%
SWP
1005
Strategic Wealth Partners
Ohio
$593K +$103K +1,400 +24%
FC
1006
Forte Capital
New York
$591K +$13.3K +180 +3%
CIS
1007
Custom Index Systems
New York
$590K +$82.7K +1,120 +19%
FFA
1008
Farther Finance Advisors
California
$584K +$187K +2,530 +56%
VA
1009
Valmark Advisers
Ohio
$584K +$47.3K +640 +10%
AC
1010
AXQ Capital
New Jersey
$583K -$881K -11,930 -63%
HNWA
1011
Henrickson Nauta Wealth Advisors
Michigan
$582K
RIA
1012
Regal Investment Advisors
Michigan
$578K -$59.1K -800 -10%
EFI
1013
EHP Funds Inc
Canada
$577K -$148K -2,000 -22%
Wolverine Trading
1014
Wolverine Trading
Illinois
$571K +$512K +6,930 New
VV
1015
Verity & Verity
South Carolina
$571K +$264K +3,580 +107%
SAM
1016
SP Asset Management
California
$566K +$25.9K +350 +5%
Jones Financial Companies
1017
Jones Financial Companies
Missouri
$565K +$437K +5,910 +629%
LFG
1018
Larson Financial Group
Missouri
$564K +$44.3K +600 +10%
STA
1019
Summit Trail Advisors
New York
$561K +$49.5K +670 +11%
SQA
1020
Simon Quick Advisors
New Jersey
$561K +$68K +920 +16%
DCM
1021
DGS Capital Management
New Jersey
$559K +$34K +460 +7%
TSMHT
1022
Thurston Springer Miller Herd & Titak
Indiana
$559K +$501K +6,780 New
SAG
1023
SageView Advisory Group
California
$558K +$500K +6,770 New
NPT
1024
Nixon Peabody Trust
Massachusetts
$557K +$499K +6,760 New
CIA
1025
Capital Investment Advisors
Georgia
$556K -$12.6K -170 -2%

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.