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KLA
KLAC

1,397 hedge funds and large institutions have $69.1B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 456 increasing their positions, 522 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 91

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

26% more capital invested

Capital invested by funds: $55B → $69.1B (+$14.1B)

9% more funds holding

Funds holding: 1,276 → 1,397 (+121)

3.75% less ownership

Funds ownership: 878.17% → 874.42% (-3.7%)

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

13% less repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 522

Holders
1,397
Holders Change
+121
Holders Change %
+9.48%
% of All Funds
20.37%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
229
Increased
456
Reduced
522
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$614M
2
BlackRock
BlackRock
New York
+$302M
3
Barclays
Barclays
United Kingdom
+$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$201M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
C2C Wealth Management
Arizona
-$413M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$265M
3
Goldman Sachs
Goldman Sachs
New York
-$241M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$216M
5
Amundi
Amundi
France
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1101
Private Trust Company
Ohio
$274K -$63.5K -1,220 -21%
JSW
1102
Journey Strategic Wealth
New Jersey
$272K -$13.5K -260 -5%
NF
1103
Nikulski Financial
Iowa
$270K -$82.2K -1,580 -25%
PP
1104
PDS Planning
Ohio
$269K – – –
IFU
1105
iSAM Funds (UK)
United Kingdom
$269K +$240K +4,620 New
MCM
1106
Monument Capital Management
Virginia
$265K +$6.77K +130 +3%
AA
1107
AlphaMark Advisors
Kentucky
$265K -$2.08K -40 -0.9%
TPWA
1108
Twin Peaks Wealth Advisors
California
$264K +$237K +4,550 New
BAM
1109
Bellevue Asset Management
Washington
$264K – – –
DMBA
1110
Deseret Mutual Benefit Administrators
Utah
$263K -$80.2K -1,540 -25%
TIA
1111
Traphagen Investment Advisors
New Jersey
$262K – – –
PPWP
1112
Premier Path Wealth Partners
New Jersey
$261K +$234K +4,490 New
OPA
1113
Old Port Advisors
Maine
$260K +$3.64K +70 +2%
OWA
1114
Outlook Wealth Advisors
Texas
$260K +$233K +4,470 New
MCWA
1115
Meadow Creek Wealth Advisors
Georgia
$259K +$232K +4,460 New
KP
1116
Keel Point
Alabama
$258K +$232K +4,450 New
T
1117
TOBAM
France
$256K +$118K +2,260 +105%
QFA
1118
Quantum Financial Advisors
California
$255K – – –
GWM
1119
Greenwich Wealth Management
Connecticut
$255K -$164K -3,160 -42%
VSQM
1120
V-Square Quantitative Management
Illinois
$255K -$2.6K -50 -1%
FP
1121
Foundry Partners
Minnesota
$252K +$225K +4,330 New
CMI
1122
Clare Market Investments
Texas
$250K +$224K +4,300 New
MHIC
1123
Marble Harbor Investment Counsel
Massachusetts
$250K +$224K +4,300 New
ICP
1124
Interchange Capital Partners
Pennsylvania
$249K -$164K -3,150 -43%
C
1125
Certuity
Florida
$248K -$26K -500 -11%
43 44
45
46 47

KLAC Hedge Fund Activity: Q4 2023 in Review

1,397 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2023, worth a combined $69.1B — up 26% from $55B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new KLAC positions and 91 closed out — a net gain of 138 holders — while 456 added to existing stakes and 522 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $614M. The largest seller was C2C Wealth Management, exiting entirely with an estimated $413M sold.

  • 1,397 institutional investors held KLA (KLAC) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $69.1B of KLA stock for Q4 2023, up 26% quarter-over-quarter.
  • 229 funds opened new KLA positions in Q4 2023 and 91 closed out, a net change of +138 holders.
  • The largest KLA buyer in Q4 2023 was Morgan Stanley, an estimated $614M added.
  • The largest KLA seller in Q4 2023 was C2C Wealth Management, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2023.