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KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
1051
Perennial Investment Advisors
California
$415K +$29K +46 +8%
CMF
1052
Counterpoint Mutual Funds
California
$415K +$232K +368 +126%
NFP
1053
Narus Financial Partners
Utah
$415K – – –
BWG
1054
Beta Wealth Group
California
$415K +$103K +164 +33%
WF
1055
Whelan Financial
California
$412K +$412K +654 New
ERWM
1056
Elk River Wealth Management
Colorado
$409K – – –
BAAM
1057
Baker Avenue Asset Management
California
$406K -$15.8K -25 -4%
SF
1058
Symphony Financial
Texas
$403K +$403K +525 New
KP
1059
Keel Point
Alabama
$403K +$81.3K +129 +25%
KHCM
1060
Kirtland Hills Capital Management
Ohio
$399K +$173K +275 +77%
SAM
1061
Strategy Asset Managers
California
$398K -$269K -427 -40%
DIM
1062
Delta Investment Management
California
$396K +$82.6K +131 +26%
BMA
1063
Brooks Moore & Associates
Tennessee
$394K – – –
JIC
1064
Joel Isaacson & Co
New York
$393K +$64.3K +102 +20%
WPW
1065
Waldron Private Wealth
Pennsylvania
$393K -$4.41K -7 -1%
AWM
1066
Ariadne Wealth Management
California
$389K +$72.1K +96 +23%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$388K -$60.5K -96 -13%
TCM
1068
Telos Capital Management
California
$384K +$35.9K +57 +10%
KRSITF
1069
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$380K +$124K +1,922 +48%
GBT
1070
Grove Bank & Trust
Florida
$379K -$8.82K -14 -2%
NCFG
1071
New Century Financial Group
New Jersey
$378K -$75.6K -115 -17%
CWA
1072
CJM Wealth Advisers
Virginia
$378K – – –
NG
1073
Norden Group
Utah
$375K – – –
M
1074
MOTCO
Texas
$374K -$25.2K -40 -6%
WAS
1075
Winch Advisory Services
Wisconsin
$373K – – –
41 42
43
44 45