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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
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
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1126
TFB Advisors
Kansas
$385K +$26.4K +32 +7%
WWM
1127
Wolff Wiese Magana
California
$384K -$16.5K -20 -4%
CA
1128
Continuum Advisory
Idaho
$383K +$24.7K +30 +7%
KWA
1129
Kingswood Wealth Advisors
California
$382K +$52K +63 +16%
3IP
1130
3Chopt Investment Partners
Virginia
$381K +$381K +462 New
MSAM
1131
Moloney Securities Asset Management
Missouri
$379K +$379K +459 New
CCA
1132
Childress Capital Advisors
Texas
$378K -$6.59K -8 -2%
BAM
1133
Bellevue Asset Management
Washington
$375K – – –
TIA
1134
Traphagen Investment Advisors
New Jersey
$371K -$825 -1 -0.2%
FL
1135
Fort LP
Maryland
$370K -$30.5K -37 -8%
AC
1136
ASB Consultores
Florida
$368K -$161K -195 -30%
TPWA
1137
Twin Peaks Wealth Advisors
California
$364K +$4.12K +5 +1%
QFA
1138
Quantum Financial Advisors
California
$361K – – –
WHCI
1139
W.H. Cornerstone Investments
Massachusetts
$360K +$101K +122 +39%
SF
1140
Summit Financial
New Jersey
$359K +$359K +435 New
OIAM
1141
OFI Invest Asset Management
France
$359K +$302K +392 +530%
LFG
1142
Lockerman Financial Group
California
$358K +$57.7K +70 +19%
FCBT
1143
First Citizens Bank & Trust
North Carolina
$357K +$10.7K +13 +3%
MHIC
1144
Marble Harbor Investment Counsel
Massachusetts
$355K – – –
OR
1145
Olympiad Research
Connecticut
$355K +$355K +430 New
OWA
1146
Outlook Wealth Advisors
Texas
$353K -$94.8K -115 -21%
GCM
1147
Gallacher Capital Management
Colorado
$351K -$200K -242 -36%
SCM
1148
Silvant Capital Management
Georgia
$350K – – –
WMWM
1149
Whitaker-Myers Wealth Managers
Ohio
$349K +$56.1K +68 +19%
FNB
1150
Farmers National Bank
Kentucky
$348K +$14K +17 +4%
44 45
46
47 48