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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 %
SS
1151
Sunbelt Securities
Texas
$346K -$2.47K -3 -0.7%
PCS
1152
Personal CFO Solutions
New Jersey
$345K +$11.6K +14 +3%
CCG
1153
Catalina Capital Group
California
$344K +$75K +91 +28%
SFC
1154
SYM Financial Corp
Indiana
$343K +$343K +416 New
HB
1155
HTLF Bank
Colorado
$341K -$1.65K -2 -0.5%
MCWA
1156
Meadow Creek Wealth Advisors
Georgia
$341K -$23.1K -28 -6%
CH
1157
Cromwell Holdings
Wyoming
$341K +$341K +413 New
BFG
1158
Berger Financial Group
Minnesota
$339K +$824 +1 +0.2%
SFA
1159
Souders Financial Advisors
Ohio
$337K -$5.77K -7 -2%
KWM
1160
Kolinsky Wealth Management
New Jersey
$336K -$16.5K -20 -5%
AA
1161
Alta Advisers
United Kingdom
$330K – – –
WOC
1162
West Oak Capital
California
$330K – – –
SC
1163
Shay Capital
New York
$330K +$330K +400 New
IAIM
1164
International Assets Investment Management
Florida
$326K -$2.48K -3 -0.8%
CW
1165
CIC Wealth
Maryland
$326K – – –
CWM
1166
Cornerstone Wealth Management
Missouri
$325K -$1.65K -2 -0.5%
MGIA
1167
Moneta Group Investment Advisors
Missouri
$325K +$41.2K +50 +15%
FCG
1168
Fielder Capital Group
Tennessee
$324K +$3.3K +4 +1%
CFSG
1169
Clark Financial Services Group
Missouri
$323K +$24.7K +30 +8%
WPW
1170
Waldron Private Wealth
Pennsylvania
$322K +$825 +1 +0.3%
PWMG
1171
Prestige Wealth Management Group
New Jersey
$322K -$13.2K -16 -4%
FOA
1172
Five Oceans Advisors
California
$320K -$13.2K -16 -4%
LCC
1173
Lincoln Capital Corp
Rhode Island
$317K +$317K +385 New
BFC
1174
Blue Fin Capital
Rhode Island
$317K – – –
SAF
1175
Smith Anglin Financial
Texas
$316K – – –
45 46
47
48 49