We are live on ! Find out more

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
CWM
1176
Cornerstone Wealth Management
Missouri
$325K -$1.48K -20 -0.5%
MGIA
1177
Moneta Group Investment Advisors
Missouri
$325K +$36.9K +500 +15%
FCG
1178
Fielder Capital Group
Tennessee
$324K +$2.96K +40 +1%
CFSG
1179
Clark Financial Services Group
Missouri
$323K +$22.2K +300 +8%
WPW
1180
Waldron Private Wealth
Pennsylvania
$322K +$739 +10 +0.3%
PWMG
1181
Prestige Wealth Management Group
New Jersey
$322K -$11.8K -160 -4%
FOA
1182
Five Oceans Advisors
California
$320K -$11.8K -160 -4%
LCC
1183
Lincoln Capital Corp
Rhode Island
$317K +$284K +3,850 New
BFC
1184
Blue Fin Capital
Rhode Island
$317K
SAF
1185
Smith Anglin Financial
Texas
$316K
GWM
1186
Greenwich Wealth Management
Connecticut
$315K -$1.71M -23,100 -86%
FCCM
1187
First City Capital Management
Georgia
$315K
OBWG
1188
Onyx Bridge Wealth Group
New York
$314K +$3.69K +50 +1%
BSI
1189
Bennett Selby Investments
Maine
$312K
AA
1190
Advisory Alpha
Michigan
$312K +$279K +3,780 New
AWM
1191
Aprio Wealth Management
Georgia
$311K +$47.3K +640 +20%
IWP
1192
Invenio Wealth Partners
Florida
$310K +$29.6K +400 +12%
KA
1193
KLCM Advisors
Wisconsin
$309K
SC
1194
Sierra Capital
Florida
$309K
BB
1195
Berkshire Bank
Massachusetts
$308K +$36.9K +500 +15%
WF
1196
Welch & Forbes
Massachusetts
$308K -$85K -1,150 -24%
CSS
1197
Cubist Systematic Strategies
Connecticut
$308K +$276K +3,730 New
BFG
1198
Beacon Financial Group
Texas
$305K -$12.6K -170 -4%
MW
1199
Marcum Wealth
Ohio
$304K +$5.91K +80 +2%
WQ
1200
Wealth Quarterback
New Jersey
$302K +$739 +10 +0.3%

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.