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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
AAS
1051
Ameritas Advisory Services
Nebraska
$441K +$160K +2,370 +51%
PVI
1052
Pine Valley Investments
New Jersey
$439K +$31.8K +470 +7%
FAIM
1053
Financial Advocates Investment Management
Washington
$437K +$64.9K +960 +16%
SAM
1054
SP Asset Management
California
$435K +$1.35K +20 +0.3%
QPW
1055
Quantum Private Wealth
Florida
$433K -$69.6K -1,030 -13%
RIA
1056
Regal Investment Advisors
Michigan
$425K -$75K -1,110 -14%
T
1057
Transce3nd
Texas
$423K +$445K +6,590 New
MAM
1058
Martingale Asset Management
Massachusetts
$421K -$2.51M -37,160 -85%
MAM
1059
MWA Asset Management
Massachusetts
$420K +$16.2K +240 +4%
FFA
1060
Florida Financial Advisors
Florida
$419K +$62.9K +930 +16%
RFG
1061
Range Financial Group
Oregon
$416K +$74.3K +1,100 +20%
PIA
1062
Perennial Investment Advisors
California
$415K +$31.1K +460 +8%
CMF
1063
Counterpoint Mutual Funds
California
$415K +$249K +3,680 +126%
NFP
1064
Narus Financial Partners
Utah
$415K
BWG
1065
Beta Wealth Group
California
$415K +$111K +1,640 +33%
WF
1066
Whelan Financial
California
$412K +$442K +6,540 New
ERWM
1067
Elk River Wealth Management
Colorado
$409K
BAAM
1068
Baker Avenue Asset Management
California
$406K -$16.9K -250 -4%
SF
1069
Symphony Financial
Texas
$403K +$355K +5,250 New
KP
1070
Keel Point
Alabama
$403K +$87.2K +1,290 +25%
KHCM
1071
Kirtland Hills Capital Management
Ohio
$399K +$186K +2,750 +77%
SAM
1072
Strategy Asset Managers
California
$398K -$289K -4,270 -40%
DIM
1073
Delta Investment Management
California
$396K +$88.5K +1,310 +26%
BMA
1074
Brooks Moore & Associates
Tennessee
$394K
JIC
1075
Joel Isaacson & Co
New York
$393K +$68.9K +1,020 +20%

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.