KLAC icon

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 %
PDL
1101
Portfolio Design Labs
California
$349K +$349K +554 New
WCM
1102
Whitener Capital Management
North Carolina
$347K – – –
LFA
1103
Legacy Financial Advisors
Kentucky
$345K -$36.6K -58 -10%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$345K -$3.78K -6 -1%
DO
1105
denkapparat Operations
Germany
$344K +$344K +546 New
CA
1106
Continuum Advisory
Idaho
$343K +$11.3K +18 +3%
PCP
1107
Proficio Capital Partners
Massachusetts
$342K +$154K +245 +82%
ABC
1108
Associated Banc-Corp
Wisconsin
$342K -$5.67K -9 -2%
DCM
1109
DGS Capital Management
New Jersey
$342K -$71.2K -113 -17%
DWM
1110
Drive Wealth Management
Utah
$339K -$8.82K -14 -3%
TIA
1111
Tiemann Investment Advisors
California
$338K -$31.5K -50 -9%
LIM
1112
Leavell Investment Management
Alabama
$338K +$10.1K +16 +3%
NF
1113
Nikulski Financial
Iowa
$338K +$5.04K +8 +2%
PWPS
1114
Pinnacle Wealth Planning Services
Ohio
$338K -$116K -184 -26%
GRP
1115
Global Retirement Partners
California
$338K -$98.3K -156 -23%
JBA
1116
Johnson Bixby & Associates
Washington
$337K – – –
SRL
1117
Scientech Research LLC
New Jersey
$335K -$983K -1,560 -75%
SFC
1118
SYM Financial Corp
Indiana
$334K -$103K -164 -24%
GSIS
1119
Global Strategic Investment Solutions
Arizona
$334K – – –
FMLI
1120
Fukoku Mutual Life Insurance
Japan
$333K – – –
TCM
1121
Teza Capital Management
Illinois
$332K -$1.02M -1,620 -75%
BO
1122
Bank OZK
Arkansas
$331K +$5.04K +8 +2%
HPBT
1123
Hickory Point Bank & Trust
Illinois
$331K +$331K +525 New
B
1124
BetterWealth
California
$328K +$630 +1 +0.2%
MWA
1125
Meridian Wealth Advisors
Texas
$328K – – –
43 44
45
46 47