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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 %
TCA
1001
Transcend Capital Advisors
New Jersey
$501K -$44.7K -71 -8%
JIP
1002
Jaffetilchin Investment Partners
Florida
$500K +$1.26K +2 +0.3%
TPI
1003
Trust Point Inc
Wisconsin
$500K -$32.8K -52 -6%
AIC
1004
Argus Investors Counsel
New York
$497K +$23.9K +38 +5%
PA
1005
Procyon Advisors
Connecticut
$495K -$630 -1 -0.1%
MA
1006
MJP Associates
Connecticut
$495K -$46K -73 -9%
ACI
1007
Alpha Cubed Investments
California
$492K -$9.45K -15 -2%
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$492K +$23.3K +37 +5%
ECM
1009
Evergreen Capital Management
Washington
$486K -$88.8K -141 -15%
SPC
1010
Sigma Planning Corp
Michigan
$486K +$29.6K +47 +6%
LAM
1011
L2 Asset Management
Massachusetts
$485K -$804K -1,276 -62%
FWP
1012
FAS Wealth Partners
Kansas
$485K – – –
SCM
1013
Stevens Capital Management
Pennsylvania
$485K +$3.78K +6 +0.8%
MLA
1014
My Legacy Advisors
Oregon
$484K +$43.7K +61 +10%
DS
1015
DRW Securities
Illinois
$484K +$57.3K +91 +13%
BC
1016
Barnett & Company
Tennessee
$482K -$31.5K -50 -6%
CMS
1017
Capital Market Strategies
Florida
$482K -$30.9K -49 -6%
FRM
1018
Fox Run Management
Connecticut
$481K +$481K +764 New
AAS
1019
Annex Advisory Services
Wisconsin
$479K -$2.52K -4 -0.5%
SFFS
1020
Stonehage Fleming Financial Services
Jersey
$479K +$479K +760 New
SPA
1021
Sherbrooke Park Advisers
New York
$479K +$479K +760 New
CFP
1022
Catalyst Financial Partners
Massachusetts
$476K +$9.45K +15 +2%
EWM
1023
Evercore Wealth Management
New York
$474K – – –
NAM
1024
NorthCrest Asset Manangement
Minnesota
$473K +$2.52K +4 +0.5%
GTAM
1025
Global Trust Asset Management
Florida
$472K +$95.1K +151 +25%
39 40
41
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