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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
OIAM
1151
OFI Invest Asset Management
France
$359K +$290K +3,920 +530%
LFG
1152
Lockerman Financial Group
California
$358K +$51.7K +700 +19%
FCBT
1153
First Citizens Bank & Trust
North Carolina
$357K +$9.6K +130 +3%
MHIC
1154
Marble Harbor Investment Counsel
Massachusetts
$355K
OR
1155
Olympiad Research
Connecticut
$355K +$318K +4,300 New
OWA
1156
Outlook Wealth Advisors
Texas
$353K -$85K -1,150 -21%
GCM
1157
Gallacher Capital Management
Colorado
$351K -$179K -2,420 -36%
SCM
1158
Silvant Capital Management
Georgia
$350K
WMWM
1159
Whitaker-Myers Wealth Managers
Ohio
$349K +$50.2K +680 +19%
FNB
1160
Farmers National Bank
Kentucky
$348K +$12.6K +170 +4%
SS
1161
Sunbelt Securities
Texas
$346K -$2.22K -30 -0.7%
PCS
1162
Personal CFO Solutions
New Jersey
$345K +$10.3K +140 +3%
CCG
1163
Catalina Capital Group
California
$344K +$67.2K +910 +28%
SFC
1164
SYM Financial Corp
Indiana
$343K +$307K +4,160 New
HB
1165
HTLF Bank
Colorado
$341K -$1.48K -20 -0.5%
MCWA
1166
Meadow Creek Wealth Advisors
Georgia
$341K -$20.7K -280 -6%
CH
1167
Cromwell Holdings
Wyoming
$341K +$305K +4,130 New
BFG
1168
Berger Financial Group
Minnesota
$339K +$739 +10 +0.2%
SFA
1169
Souders Financial Advisors
Ohio
$337K -$5.17K -70 -2%
KWM
1170
Kolinsky Wealth Management
New Jersey
$336K -$14.8K -200 -5%
AA
1171
Alta Advisers
United Kingdom
$330K
WOC
1172
West Oak Capital
California
$330K
SC
1173
Shay Capital
New York
$330K +$295K +4,000 New
IAIM
1174
International Assets Investment Management
Florida
$326K -$2.22K -30 -0.8%
CW
1175
CIC Wealth
Maryland
$326K

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.