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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1001
Caldwell Trust
Florida
$517K
MAM
1002
McLean Asset Management
Virginia
$517K +$37.2K +550 +7%
WIA
1003
World Investment Advisors
California
$517K +$284K +4,200 +105%
KCM
1004
Kathmere Capital Management
Pennsylvania
$513K -$114K -1,690 -17%
PTC
1005
Petrus Trust Company
Texas
$512K +$549K +8,130 New
PCG
1006
Prosperity Consulting Group
Maryland
$509K +$128K +1,900 +31%
SQA
1007
Simon Quick Advisors
New Jersey
$508K +$31.1K +460 +6%
VWM
1008
Valley Wealth Managers
New Jersey
$505K +$122K +1,800 +29%
EFI
1009
EHP Funds Inc
Canada
$504K +$135K +2,000 +33%
BOTPPF
1010
Board of the Pension Protection Fund
United Kingdom
$504K +$541K +8,000 New
TF
1011
Trek Financial
Arizona
$502K +$2.03K +30 +0.4%
TCA
1012
Transcend Capital Advisors
New Jersey
$501K -$48K -710 -8%
JIP
1013
Jaffetilchin Investment Partners
Florida
$500K +$1.35K +20 +0.3%
TPI
1014
Trust Point Inc
Wisconsin
$500K -$35.1K -520 -6%
AIC
1015
Argus Investors Counsel
New York
$497K +$25.7K +380 +5%
PA
1016
Procyon Advisors
Connecticut
$495K -$676 -10 -0.1%
MA
1017
MJP Associates
Connecticut
$495K -$49.3K -730 -9%
ACI
1018
Alpha Cubed Investments
California
$492K -$10.1K -150 -2%
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$492K +$25K +370 +5%
ECM
1020
Evergreen Capital Management
Washington
$486K -$95.3K -1,410 -15%
SPC
1021
Sigma Planning Corp
Michigan
$486K +$31.8K +470 +6%
LAM
1022
L2 Asset Management
Massachusetts
$485K -$862K -12,760 -62%
FWP
1023
FAS Wealth Partners
Kansas
$485K
SCM
1024
Stevens Capital Management
Pennsylvania
$485K +$4.05K +60 +0.8%
MLA
1025
My Legacy Advisors
Oregon
$484K +$41.2K +610 +10%

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.