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KLA
KLAC

Overview Fund Activity

1,631 hedge funds and large institutions have $105B invested in KLA in 2025 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 640 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+91
Holders Change %
+5.91%
% of All Funds
21.86%
Holding in Top 10
50
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
220
Increased
561
Reduced
640
Closed
101
Calls
$764M
Puts
$1.13B
Net Calls
-$362M
Net Calls Change
-$377M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.94B
2
Capital International Investors
Capital International Investors
California
+$1.92B
3
Victory Capital Management
Victory Capital Management
Texas
+$374M
4
NL
Nuveen LLC
North Carolina
+$282M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$846M
3
Amundi
Amundi
France
-$407M
4
Primecap Management
Primecap Management
California
-$355M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
1051
Elk River Wealth Management
Colorado
$577K – – –
FFA
1052
Florida Financial Advisors
Florida
$577K +$71.6K +80 +14%
PCP
1053
Proficio Capital Partners
Massachusetts
$571K +$49.2K +55 +9%
AAS
1054
Annex Advisory Services
Wisconsin
$569K -$44.8K -50 -7%
AIA
1055
Affinity Investment Advisors
California
$565K – – –
TCM
1056
Telos Capital Management
California
$563K +$15.2K +17 +3%
CFAM
1057
Center For Asset Management
Florida
$559K +$9.51K +15 +2%
WMWM
1058
Whitaker-Myers Wealth Managers
Ohio
$559K +$559K +624 New
SYBT
1059
Stock Yards Bank & Trust
Kentucky
$554K -$157K -175 -22%
FFA
1060
Fragasso Financial Advisors
Pennsylvania
$550K -$29.6K -33 -5%
BMA
1061
Brooks Moore & Associates
Tennessee
$549K – – –
TC
1062
TFR Capital
Texas
$544K +$17K +19 +3%
SF
1063
Summit Financial
New Jersey
$542K -$275K -307 -34%
RCAG
1064
Rehmann Capital Advisory Group
Michigan
$539K +$58.2K +65 +12%
CWA
1065
CJM Wealth Advisers
Virginia
$537K – – –
KFP
1066
KMG Fiduciary Partners
Ohio
$537K – – –
CAM
1067
Costello Asset Management
Pennsylvania
$537K – – –
BB
1068
Berkshire Bank
Massachusetts
$537K +$50.2K +56 +10%
LFA
1069
Legacy Financial Advisors
Kentucky
$537K -$52.9K -59 -9%
SFC
1070
SYM Financial Corp
Indiana
$535K -$45.7K -51 -8%
LAM
1071
L2 Asset Management
Massachusetts
$533K +$22.4K +25 +4%
WAS
1072
Winch Advisory Services
Wisconsin
$530K +$895 +1 +0.2%
GCM
1073
Gallacher Capital Management
Colorado
$530K +$170K +190 +47%
JIC
1074
Joel Isaacson & Co
New York
$529K – – –
CBA
1075
Coastal Bridge Advisors
Connecticut
$528K +$528K +590 New
41 42
43
44 45