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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
1026
DRW Securities
Illinois
$484K +$61.5K +910 +13%
BC
1027
Barnett & Company
Tennessee
$482K -$33.8K -500 -6%
CMS
1028
Capital Market Strategies
Florida
$482K -$33.1K -490 -6%
FRM
1029
Fox Run Management
Connecticut
$481K +$516K +7,640 New
AAS
1030
Annex Advisory Services
Wisconsin
$479K -$2.7K -40 -0.5%
SPA
1031
Sherbrooke Park Advisers
New York
$479K +$514K +7,600 New
SFFS
1032
Stonehage Fleming Financial Services
Jersey
$479K +$514K +7,600 New
CFP
1033
Catalyst Financial Partners
Massachusetts
$476K +$10.1K +150 +2%
EWM
1034
Evercore Wealth Management
New York
$474K
NAM
1035
NorthCrest Asset Manangement
Minnesota
$473K +$2.7K +40 +0.5%
GTAM
1036
Global Trust Asset Management
Florida
$472K +$102K +1,510 +25%
FCA
1037
FLC Capital Advisors
California
$471K
SMA
1038
Sage Mountain Advisors
Georgia
$470K -$43.3K -640 -8%
BAM
1039
Berkshire Asset Management
Pennsylvania
$466K -$74.3K -1,100 -15%
CIA
1040
Capital Investment Advisors
Georgia
$464K +$1.35K +20 +0.3%
FFM
1041
Forum Financial Management
Illinois
$459K -$676 -10 -0.1%
GIA
1042
Gateway Investment Advisers
Ohio
$457K +$101K +1,500 +26%
ACA
1043
Affinity Capital Advisors
California
$451K
FAM
1044
Fairtree Asset Management
South Africa
$450K +$483K +7,140 New
RFP
1045
Root Financial Partners
California
$448K +$22.3K +330 +5%
GM
1046
GeoWealth Management
Illinois
$447K -$116K -1,720 -20%
HNWA
1047
Henrickson Nauta Wealth Advisors
Michigan
$445K -$1.35K -20 -0.3%
NPT
1048
Nixon Peabody Trust
Massachusetts
$444K +$19.6K +290 +4%
WA
1049
Waverly Advisors
Alabama
$444K +$476K +7,040 New
DAS
1050
Diversify Advisory Services
Utah
$443K +$81.1K +1,200 +23%

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.