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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1051
Annex Advisory Services
Wisconsin
$466K -$54K -750 -10%
1WA
1052
180 Wealth Advisors
Washington
$466K -$280K -3,890 -36%
MAM
1053
McLean Asset Management
Virginia
$464K -$33.9K -470 -6%
CAMG
1054
CWA Asset Management Group
Florida
$460K +$73.5K +1,020 +18%
CFO
1055
Callan Family Office
Pennsylvania
$456K -$229K -3,180 -32%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$452K -$121K -1,680 -20%
VAS
1057
Vestmark Advisory Solutions
Massachusetts
$450K +$243K +3,380 +104%
AAS
1058
Ameritas Advisory Services
Nebraska
$449K
LFA
1059
Legacy Financial Advisors
Kentucky
$447K +$79.2K +1,100 +20%
BWG
1060
Beta Wealth Group
California
$447K
NFP
1061
Narus Financial Partners
Utah
$447K
AI
1062
AdvisorShares Investments
Maryland
$444K +$468K +6,500 New
EW
1063
Elyxium Wealth
California
$442K +$468K +6,500 New
SFC
1064
SYM Financial Corp
Indiana
$440K +$84.3K +1,170 +22%
PP
1065
PDS Planning
Ohio
$440K +$42.5K +590 +10%
FFA
1066
Fragasso Financial Advisors
Pennsylvania
$440K +$40.3K +560 +9%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$439K +$21.6K +300 +5%
ACA
1068
Affinity Capital Advisors
California
$439K
AA
1069
Alta Advisers
United Kingdom
$438K +$144K +2,000 +45%
ERWM
1070
Elk River Wealth Management
Colorado
$438K -$3.6K -50 -0.8%
T
1071
Transce3nd
Texas
$437K -$7.2K -100 -2%
DCM
1072
DGS Capital Management
New Jersey
$430K +$65.5K +910 +17%
CCB
1073
Cutter & Co Brokerage
Missouri
$430K +$200K +2,780 +79%
AIA
1074
Affinity Investment Advisors
California
$429K +$455K +6,310 New
GFG
1075
Greenberg Financial Group
Arizona
$425K +$208K +2,890 New

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.