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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
UWS
1001
Unique Wealth Strategies
Illinois
$560K +$593K +8,230 New
CT
1002
Caldwell Trust
Florida
$557K -$1.44K -20 -0.2%
EWS
1003
Evergreen Wealth Solutions
Pennsylvania
$557K -$179K -2,480 -23%
DAS
1004
Diversify Advisory Services
Utah
$555K +$114K +1,580 +24%
CIA
1005
Capital Investment Advisors
Georgia
$553K +$55.5K +770 +10%
SPC
1006
Sigma Planning Corp
Michigan
$552K +$28.8K +400 +5%
VCM
1007
Versant Capital Management
Arizona
$552K +$363K +5,040 +164%
TCA
1008
Transcend Capital Advisors
New Jersey
$549K +$9.36K +130 +2%
TSS
1009
Two Sigma Securities
New York
$545K -$1.24M -17,170 -68%
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$540K +$10.1K +140 +2%
SYBT
1011
Stock Yards Bank & Trust
Kentucky
$540K -$132K -1,830 -19%
MWM
1012
Mission Wealth Management
California
$537K -$290K -4,020 -34%
AWA
1013
Aaron Wealth Advisors
Illinois
$536K +$268K +3,720 +89%
NPT
1014
Nixon Peabody Trust
Massachusetts
$535K +$59.1K +820 +12%
LAM
1015
Lifestyle Asset Management
Texas
$532K +$285K +3,960 +103%
CFP
1016
Catalyst Financial Partners
Massachusetts
$530K +$18K +250 +3%
RF
1017
Rossby Financial
Florida
$527K +$547K +7,590 New
FWP
1018
FAS Wealth Partners
Kansas
$524K
AIC
1019
Argus Investors Counsel
New York
$523K -$13K -180 -2%
KCM
1020
Kornitzer Capital Management
Kansas
$520K -$529K -7,350 -49%
BC
1021
Barnett & Company
Tennessee
$520K
SFFS
1022
Stonehage Fleming Financial Services
Jersey
$509K -$7.92K -110 -1%
FCA
1023
FLC Capital Advisors
California
$508K
EWM
1024
Evercore Wealth Management
New York
$504K -$7.2K -100 -1%
PVI
1025
Pine Valley Investments
New Jersey
$504K +$32.4K +450 +6%

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.