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1,550 hedge funds and large institutions have $72.6B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 579 increasing their positions, 578 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 163

0% more funds holding

Funds holding: 1,5451,550 (+5)

0% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 578

0.66% less ownership

Funds ownership: 861.04%860.38% (-0.66%)

18% less capital invested

Capital invested by funds: $89B → $72.6B (-$16.4B)

19% less call options, than puts

Call options by funds: $667M | Put options by funds: $825M

43% less funds holding in top 10

Funds holding in top 10: 4425 (-19)

Holders
1,550
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
20.41%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
198
Increased
579
Reduced
578
Closed
163
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1101
Sunbeam Capital Management
Georgia
$357K +$383K +5,670 New
AFA
1102
AA Financial Advisors
Ohio
$357K
CF
1103
Centaurus Financial
California
$357K -$81.8K -1,210 -18%
NL
1104
NWAM LLC
Washington
$356K +$2.03K +30 +0.5%
TWM
1105
TCFG Wealth Management
California
$356K -$11.5K -170 -3%
OWA
1106
Outlook Wealth Advisors
Texas
$355K +$72.3K +1,070 +23%
PTC
1107
Philadelphia Trust Company
Pennsylvania
$353K
TI
1108
TTP Investments
California
$352K +$377K +5,580 New
FWM
1109
FFT Wealth Management
Pennsylvania
$351K +$174K +2,570 +86%
SWM
1110
Shelton Wealth Management
Texas
$349K +$4.05K +60 +1%
SEIA
1111
Signature Estate & Investment Advisors
California
$349K -$4.05K -60 -1%
PDL
1112
Portfolio Design Labs
California
$349K +$374K +5,540 New
WCM
1113
Whitener Capital Management
North Carolina
$347K
LFA
1114
Legacy Financial Advisors
Kentucky
$345K -$39.2K -580 -10%
RCAG
1115
Rehmann Capital Advisory Group
Michigan
$345K -$4.05K -60 -1%
DO
1116
denkapparat Operations
Germany
$344K +$369K +5,460 New
CA
1117
Continuum Advisory
Idaho
$343K +$12.2K +180 +3%
PCP
1118
Proficio Capital Partners
Massachusetts
$342K +$166K +2,450 +82%
ABC
1119
Associated Banc-Corp
Wisconsin
$342K -$6.08K -90 -2%
DCM
1120
DGS Capital Management
New Jersey
$342K -$76.4K -1,130 -17%
DWM
1121
Drive Wealth Management
Utah
$339K -$9.46K -140 -3%
TIA
1122
Tiemann Investment Advisors
California
$338K -$33.8K -500 -9%
LIM
1123
Leavell Investment Management
Alabama
$338K +$10.8K +160 +3%
NF
1124
Nikulski Financial
Iowa
$338K +$5.41K +80 +2%
PWPS
1125
Pinnacle Wealth Planning Services
Ohio
$338K -$124K -1,840 -26%

KLAC Hedge Fund Activity: Q4 2024 in Review

1,550 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2024, worth a combined $72.6B — down 18% from $89B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new KLAC positions and 163 closed out — a net gain of 35 holders — while 579 added to existing stakes and 578 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,550 institutional investors held KLA (KLAC) as of Q4 2024, up from 1,545 in Q3 2024.
  • Funds reported $72.6B of KLA stock for Q4 2024, down 18% quarter-over-quarter.
  • 198 funds opened new KLA positions in Q4 2024 and 163 closed out, a net change of +35 holders.
  • The largest KLA buyer in Q4 2024 was Parnassus Investments, an estimated $393M added.
  • The largest KLA seller in Q4 2024 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.