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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
DOA
1151
D'Orazio & Associates
Virginia
$311K -$31.1K -460 -9%
MWA
1152
MFA Wealth Advisors
Pennsylvania
$311K +$166K +2,450 +99%
Fayez Sarofim & Co
1153
Fayez Sarofim & Co
Texas
$310K -$118K -1,750 -26%
RI
1154
Ridgewood Investments
New Jersey
$309K +$134K +1,980 +68%
BB
1155
Berkshire Bank
Massachusetts
$309K +$14.2K +210 +4%
OPA
1156
Old Port Advisors
Maine
$309K +$5.41K +80 +2%
CBA
1157
Coastal Bridge Advisors
Connecticut
$308K
TA
1158
TFB Advisors
Kansas
$308K +$10.8K +160 +3%
BIG
1159
Brooklyn Investment Group
New York
$308K +$7.43K +110 +2%
AIM
1160
AHL Investment Management
Florida
$303K
AA
1161
ALPS Advisors
Colorado
$302K
LA
1162
LM Advisors
California
$302K -$325K -4,810 -50%
CCA
1163
Childress Capital Advisors
Texas
$302K +$19.6K +290 +6%
DMBA
1164
Deseret Mutual Benefit Administrators
Utah
$301K -$21K -310 -6%
AWM
1165
Aprio Wealth Management
Georgia
$301K +$62.9K +930 +24%
CG
1166
Cynosure Group
Utah
$301K -$48.7K -720 -13%
NAS
1167
NWF Advisory Services
California
$296K +$318K +4,700 New
BEAM
1168
Baker Ellis Asset Management
Washington
$296K -$33.8K -500 -10%
FHA
1169
First Horizon Advisors
Tennessee
$296K -$147K -2,180 -32%
TA
1170
TruWealth Advisors
Louisiana
$296K -$3.38K -50 -1%
MCWA
1171
Meadow Creek Wealth Advisors
Georgia
$294K -$22.3K -330 -7%
FCBT
1172
First Citizens Bank & Trust
North Carolina
$292K +$26.4K +390 +9%
FNB
1173
Farmers National Bank
Kentucky
$290K +$312K +4,610 New
SIA
1174
SeaBridge Investment Advisors
New Jersey
$289K +$310K +4,590 New
Balyasny Asset Management
1175
Balyasny Asset Management
Illinois
$288K -$278K -4,120 -47%

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.