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KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1151
LM Advisors
California
$302K -$303K -481 -50%
CCA
1152
Childress Capital Advisors
Texas
$302K +$18.3K +29 +6%
DMBA
1153
Deseret Mutual Benefit Administrators
Utah
$301K -$19.5K -31 -6%
AWM
1154
Aprio Wealth Management
Georgia
$301K +$58.6K +93 +24%
CG
1155
Cynosure Group
Utah
$301K -$45.4K -72 -13%
NAS
1156
NWF Advisory Services
California
$296K +$296K +470 New
BEAM
1157
Baker Ellis Asset Management
Washington
$296K -$31.5K -50 -10%
FHA
1158
First Horizon Advisors
Tennessee
$296K -$137K -218 -32%
TA
1159
TruWealth Advisors
Louisiana
$296K -$3.15K -5 -1%
MCWA
1160
Meadow Creek Wealth Advisors
Georgia
$294K -$20.8K -33 -7%
FCBT
1161
First Citizens Bank & Trust
North Carolina
$292K +$24.6K +39 +9%
FNB
1162
Farmers National Bank
Kentucky
$290K +$290K +461 New
SIA
1163
SeaBridge Investment Advisors
New Jersey
$289K +$289K +459 New
Balyasny Asset Management
1164
Balyasny Asset Management
Illinois
$288K -$260K -412 -47%
BAM
1165
Bellevue Asset Management
Washington
$287K – – –
EFG
1166
Ethos Financial Group
Pennsylvania
$287K -$20.3K -32 -7%
CC
1167
Centiva Capital
New York
$287K -$3.55M -5,629 -93%
SF
1168
Summit Financial
New Jersey
$287K -$6.93K -11 -2%
BHWM
1169
Bar Harbor Wealth Management
New Hampshire
$287K – – –
OR
1170
Olympiad Research
Connecticut
$286K -$362K -575 -56%
SLWA
1171
San Luis Wealth Advisors
California
$286K +$630 +1 +0.2%
TIA
1172
Traphagen Investment Advisors
New Jersey
$284K – – –
EW
1173
Evoke Wealth
California
$282K -$1.26K -2 -0.4%
AC
1174
ASB Consultores
Florida
$281K -$22.7K -36 -7%
AA
1175
Alta Advisers
United Kingdom
$280K +$28.4K +45 +11%
45 46
47
48 49