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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
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
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
1026
Global Trust Asset Management
Florida
$533K -$82.5K -100 -13%
SPC
1027
Sigma Planning Corp
Michigan
$532K +$195K +236 +58%
APA
1028
Astoria Portfolio Advisors
New York
$529K +$22.3K +27 +4%
JFG
1029
Jefferies Financial Group
New York
$524K +$524K +636 New
GA
1030
Geller Advisors
New York
$522K +$7.42K +9 +1%
TA
1031
TKG Advisors
Indiana
$517K -$288K -349 -36%
CWP
1032
Cyndeo Wealth Partners
Florida
$514K +$514K +624 New
TNBTD
1033
Trustmark National Bank Trust Department
Mississippi
$514K +$175K +212 +52%
CIA
1034
Choate Investment Advisors
Massachusetts
$508K -$5.77K -7 -1%
CT
1035
ClearAlpha Technologies
Connecticut
$508K +$508K +616 New
LIP
1036
Lighthouse Investment Partners
Florida
$508K +$508K +616 New
MAM
1037
MWA Asset Management
Massachusetts
$506K -$5.77K -7 -1%
BAAM
1038
Baker Avenue Asset Management
California
$505K +$259K +314 +105%
PIA
1039
Perennial Investment Advisors
California
$501K +$46.2K +56 +10%
VWM
1040
Valley Wealth Managers
New Jersey
$497K -$49.5K -60 -9%
CWA
1041
CJM Wealth Advisers
Virginia
$497K – – –
MS
1042
Maven Securities
Jersey
$495K -$429K -520 -46%
LFA
1043
Legacy Financial Advisors
Kentucky
$493K -$9.9K -12 -2%
M
1044
MOTCO
Texas
$493K -$28.9K -35 -6%
AI
1045
AdvisorShares Investments
Maryland
$493K -$221K -267 -31%
EH
1046
Equitable Holdings
New York
$491K +$49.5K +60 +11%
WAS
1047
Winch Advisory Services
Wisconsin
$488K – – –
GIA
1048
Gateway Investment Advisers
Ohio
$486K -$12.4K -15 -2%
TIA
1049
Tiemann Investment Advisors
California
$484K -$53.6K -65 -10%
APP
1050
Avantax Planning Partners
Iowa
$483K -$41.2K -50 -8%
40 41
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