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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
CWA
1051
CJM Wealth Advisers
Virginia
$497K
MS
1052
Maven Securities
Jersey
$495K -$384K -5,200 -46%
LFA
1053
Legacy Financial Advisors
Kentucky
$493K -$8.87K -120 -2%
M
1054
MOTCO
Texas
$493K -$25.9K -350 -6%
AI
1055
AdvisorShares Investments
Maryland
$493K -$197K -2,670 -31%
EH
1056
Equitable Holdings
New York
$491K +$44.3K +600 +11%
WAS
1057
Winch Advisory Services
Wisconsin
$488K
GIA
1058
Gateway Investment Advisers
Ohio
$486K -$11.1K -150 -2%
TIA
1059
Tiemann Investment Advisors
California
$484K -$48K -650 -10%
APP
1060
Avantax Planning Partners
Iowa
$483K -$36.9K -500 -8%
GBT
1061
Grove Bank & Trust
Florida
$480K -$3.69K -50 -0.9%
JSW
1062
Journey Strategic Wealth
New Jersey
$479K +$90.9K +1,230 +27%
CFO
1063
Callan Family Office
Pennsylvania
$477K +$428K +5,790 New
RCAG
1064
Rehmann Capital Advisory Group
Michigan
$477K +$37.7K +510 +10%
FAIM
1065
Financial Advocates Investment Management
Washington
$474K -$95.3K -1,290 -18%
WCM
1066
Whitener Capital Management
North Carolina
$474K
TWM
1067
Trueblood Wealth Management
Ohio
$472K
AAP
1068
Arax Advisory Partners
Colorado
$472K +$31K +420 +8%
LA
1069
LVW Advisors
New York
$472K +$41.4K +560 +11%
UWS
1070
Unique Wealth Strategies
Illinois
$470K
AFA
1071
AA Financial Advisors
Ohio
$467K +$11.1K +150 +3%
CFG
1072
Citizens Financial Group
Rhode Island
$467K +$154K +2,090 +59%
AM
1073
AGF Management
Ontario, Canada
$464K +$416K +5,630 New
PTC
1074
Philadelphia Trust Company
Pennsylvania
$462K
ACM
1075
Aquatic Capital Management
Illinois
$462K +$414K +5,600 New

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.