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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 %
FFA
1076
Fragasso Financial Advisors
Pennsylvania
$372K +$630 +1 +0.2%
AWA
1077
Arkadios Wealth Advisors
Georgia
$372K +$40.9K +65 +12%
PP
1078
PDS Planning
Ohio
$371K +$45.4K +72 +14%
AA
1079
Advisory Alpha
Michigan
$369K +$62.4K +99 +20%
PA
1080
PharVision Advisers
Florida
$368K +$368K +584 New
KFGK
1081
Keystone Financial Group (Kentucky)
Kentucky
$368K +$6.3K +10 +2%
LFG
1082
Larson Financial Group
Missouri
$367K +$25.8K +41 +8%
PL
1083
Perpetual Ltd
Australia
$365K -$616K -978 -63%
GIM
1084
Gold Investment Management
Alberta, Canada
$365K – – –
WFC
1085
Western Financial Corp
California
$362K -$1.65M -2,617 -82%
EH
1086
Equitable Holdings
New York
$362K -$14.5K -23 -4%
CAMG
1087
CWA Asset Management Group
Florida
$362K -$1.46M -2,320 -80%
EFG
1088
Elm3 Financial Group
Georgia
$361K +$361K +573 New
APP
1089
Avantax Planning Partners
Iowa
$359K +$10.1K +16 +3%
SCM
1090
Sunbeam Capital Management
Georgia
$357K +$357K +567 New
AFA
1091
AA Financial Advisors
Ohio
$357K – – –
CF
1092
Centaurus Financial
California
$357K -$76.2K -121 -18%
NL
1093
NWAM LLC
Washington
$356K +$1.89K +3 +0.5%
TWM
1094
TCFG Wealth Management
California
$356K -$10.7K -17 -3%
OWA
1095
Outlook Wealth Advisors
Texas
$355K +$67.4K +107 +23%
PTC
1096
Philadelphia Trust Company
Pennsylvania
$353K – – –
TI
1097
TTP Investments
California
$352K +$352K +558 New
FWM
1098
FFT Wealth Management
Pennsylvania
$351K +$162K +257 +86%
SWM
1099
Shelton Wealth Management
Texas
$349K +$3.78K +6 +1%
SEIA
1100
Signature Estate & Investment Advisors
California
$349K -$3.78K -6 -1%
42 43
44
45 46