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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
BHWM
1126
Bar Harbor Wealth Management
New Hampshire
$396K
LCWP
1127
Legacy Capital Wealth Partners
Arkansas
$396K +$355K +4,800 New
AC
1128
Allstate Corporation
Illinois
$394K -$10.3K -140 -3%
MPWT
1129
MassMutual Private Wealth & Trust
Connecticut
$393K +$36.2K +490 +11%
SI
1130
Seeds Investor
New York
$392K +$23.6K +320 +7%
TA
1131
TruWealth Advisors
Louisiana
$391K -$8.87K -120 -2%
OPA
1132
Old Port Advisors
Maine
$391K +$20.7K +280 +6%
AIA
1133
Alera Investment Advisors
Illinois
$390K +$112K +1,520 +47%
Parallax Volatility Advisers
1134
Parallax Volatility Advisers
California
$390K -$20.7K -280 -6%
BO
1135
Bank OZK
Arkansas
$387K +$8.87K +120 +3%
TA
1136
TFB Advisors
Kansas
$385K +$23.6K +320 +7%
WWM
1137
Wolff Wiese Magana
California
$384K -$14.8K -200 -4%
CA
1138
Continuum Advisory
Idaho
$383K +$22.2K +300 +7%
KWA
1139
Kingswood Wealth Advisors
California
$382K +$46.5K +630 +16%
3IP
1140
3Chopt Investment Partners
Virginia
$381K +$341K +4,620 New
MSAM
1141
Moloney Securities Asset Management
Missouri
$379K +$339K +4,590 New
CCA
1142
Childress Capital Advisors
Texas
$378K -$5.91K -80 -2%
BAM
1143
Bellevue Asset Management
Washington
$375K
TIA
1144
Traphagen Investment Advisors
New Jersey
$371K -$739 -10 -0.2%
FL
1145
Fort LP
Maryland
$370K -$27.3K -370 -8%
AC
1146
ASB Consultores
Florida
$368K -$144K -1,950 -30%
TPWA
1147
Twin Peaks Wealth Advisors
California
$364K +$3.69K +50 +1%
QFA
1148
Quantum Financial Advisors
California
$361K
WHCI
1149
W.H. Cornerstone Investments
Massachusetts
$360K +$90.1K +1,220 +39%
SF
1150
Summit Financial
New Jersey
$359K +$321K +4,350 New

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.