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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
MLA
1026
My Legacy Advisors
Oregon
$552K +$90.1K +1,220 +22%
Fayez Sarofim & Co
1027
Fayez Sarofim & Co
Texas
$550K
SIM
1028
Sentry Investment Management
Wisconsin
$547K +$490K +6,630 New
RFP
1029
Root Financial Partners
California
$543K +$1.48K +20 +0.3%
NFP
1030
Narus Financial Partners
Utah
$543K
ACA
1031
Affinity Capital Advisors
California
$540K
JAG
1032
Journey Advisory Group
Kentucky
$536K +$51.7K +700 +12%
ERWM
1033
Elk River Wealth Management
Colorado
$535K
TWA
1034
Tandem Wealth Advisors
Arizona
$535K
PVI
1035
Pine Valley Investments
New Jersey
$535K +$739 +10 +0.2%
GTAM
1036
Global Trust Asset Management
Florida
$533K -$73.9K -1,000 -13%
SPC
1037
Sigma Planning Corp
Michigan
$532K +$174K +2,360 +58%
APA
1038
Astoria Portfolio Advisors
New York
$529K +$19.9K +270 +4%
JFG
1039
Jefferies Financial Group
New York
$524K +$470K +6,360 New
GA
1040
Geller Advisors
New York
$522K +$6.65K +90 +1%
TA
1041
TKG Advisors
Indiana
$517K -$258K -3,490 -36%
CWP
1042
Cyndeo Wealth Partners
Florida
$514K +$461K +6,240 New
TNBTD
1043
Trustmark National Bank Trust Department
Mississippi
$514K +$157K +2,120 +52%
CIA
1044
Choate Investment Advisors
Massachusetts
$508K -$5.17K -70 -1%
CT
1045
ClearAlpha Technologies
Connecticut
$508K +$455K +6,160 New
LIP
1046
Lighthouse Investment Partners
Florida
$508K +$455K +6,160 New
MAM
1047
MWA Asset Management
Massachusetts
$506K -$5.17K -70 -1%
BAAM
1048
Baker Avenue Asset Management
California
$505K +$232K +3,140 +105%
PIA
1049
Perennial Investment Advisors
California
$501K +$41.4K +560 +10%
VWM
1050
Valley Wealth Managers
New Jersey
$497K -$44.3K -600 -9%

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.