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KLA
KLAC

Overview Fund Activity

1,631 hedge funds and large institutions have $105B invested in KLA in 2025 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 562 increasing their positions, 639 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+91
Holders Change %
+5.91%
% of All Funds
21.86%
Holding in Top 10
50
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
220
Increased
562
Reduced
639
Closed
101
Calls
$764M
Puts
$1.13B
Net Calls
-$362M
Net Calls Change
-$377M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.94B
2
Capital International Investors
Capital International Investors
California
+$1.92B
3
Victory Capital Management
Victory Capital Management
Texas
+$374M
4
NL
Nuveen LLC
North Carolina
+$282M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$846M
3
Amundi
Amundi
France
-$407M
4
Primecap Management
Primecap Management
California
-$355M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$719K +$8.06K +9 +1%
VWM
1002
Valley Wealth Managers
New Jersey
$717K -$32.2K -36 -4%
MWM
1003
Mission Wealth Management
California
$708K +$1.79K +2 +0.3%
MA
1004
MJP Associates
Connecticut
$706K -$57.3K -64 -8%
CFP
1005
Catalyst Financial Partners
Massachusetts
$702K +$3.58K +4 +0.5%
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$698K +$102K +114 +17%
TPI
1007
Trust Point Inc
Wisconsin
$693K +$254K +284 +58%
CAMG
1008
CWA Asset Management Group
Florida
$687K +$80.6K +90 +13%
TAP
1009
Tounjian Advisory Partners
Florida
$686K -$10.9K -16 -2%
PP
1010
PDS Planning
Ohio
$686K +$107K +119 +18%
KCM
1011
Kornitzer Capital Management
Kansas
$685K – – –
AFS
1012
Access Financial Services
Minnesota
$683K +$683K +763 New
ACM
1013
Aster Capital Management
United Arab Emirates
$683K +$683K +762 New
IA
1014
Inspire Advisors
Idaho
$681K +$681K +761 New
WA
1015
Waverly Advisors
Alabama
$678K +$34.9K +39 +5%
CMS
1016
Capital Market Strategies
Florida
$676K +$17K +19 +3%
KP
1017
Keel Point
Alabama
$675K +$49.3K +55 +8%
AWM
1018
Axxcess Wealth Management
California
$674K +$674K +752 New
RFP
1019
Root Financial Partners
California
$673K +$17K +19 +3%
GS
1020
GTS Securities
New York
$671K -$871K -972 -56%
FCA
1021
FLC Capital Advisors
California
$669K – – –
KCM
1022
Kathmere Capital Management
Pennsylvania
$667K -$91.4K -102 -12%
MAM
1023
MWA Asset Management
Massachusetts
$666K +$43.9K +49 +7%
VPI
1024
Value Partners Investments
Manitoba, Canada
$664K +$115K +129 +21%
RF
1025
Rossby Financial
Florida
$664K -$16.1K -18 -2%
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