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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
ABC
1076
Associated Banc-Corp
Wisconsin
$455K -$739 -10 -0.2%
TSW
1077
Three Seasons Wealth
Utah
$454K +$407K +5,510 New
GRP
1078
Global Retirement Partners
California
$454K +$85.7K +1,160 +27%
TCM
1079
Telos Capital Management
California
$453K
DWM
1080
Drive Wealth Management
Utah
$453K +$13.3K +180 +3%
DOA
1081
D'Orazio & Associates
Virginia
$452K +$13.3K +180 +3%
HAS
1082
HBW Advisory Services
California
$452K +$10.3K +140 +3%
SEIA
1083
Signature Estate & Investment Advisors
California
$451K +$404K +5,470 New
MIM
1084
Morningstar Investment Management
Illinois
$451K
JBA
1085
Johnson Bixby & Associates
Washington
$441K
EIG
1086
Ellenbecker Investment Group
Wisconsin
$440K +$394K +5,340 New
HCM
1087
Howland Capital Management
Massachusetts
$440K
BWG
1088
Beta Wealth Group
California
$440K
GSIS
1089
Global Strategic Investment Solutions
Arizona
$437K -$4.43K -60 -1%
CF
1090
Centaurus Financial
California
$436K -$40.6K -550 -9%
FMLI
1091
Fukoku Mutual Life Insurance
Japan
$435K
PPWP
1092
Premier Path Wealth Partners
New Jersey
$433K +$53.9K +730 +16%
LIM
1093
Leavell Investment Management
Alabama
$430K +$13.3K +180 +4%
MWA
1094
Meridian Wealth Advisors
Texas
$429K
BEAM
1095
Baker Ellis Asset Management
Washington
$429K
SWM
1096
Shelton Wealth Management
Texas
$428K -$30.3K -410 -7%
B
1097
BetterWealth
California
$428K
DMBA
1098
Deseret Mutual Benefit Administrators
Utah
$427K
PP
1099
PDS Planning
Ohio
$426K +$35.5K +480 +10%
GIM
1100
Gold Investment Management
Alberta, Canada
$425K -$28.1K -380 -7%

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.