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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 %
GWM
1176
Greenwich Wealth Management
Connecticut
$315K -$1.9M -2,310 -86%
FCCM
1177
First City Capital Management
Georgia
$315K – – –
OBWG
1178
Onyx Bridge Wealth Group
New York
$314K +$4.12K +5 +1%
BSI
1179
Bennett Selby Investments
Maine
$312K – – –
AA
1180
Advisory Alpha
Michigan
$312K +$312K +378 New
AWM
1181
Aprio Wealth Management
Georgia
$311K +$52.7K +64 +20%
IWP
1182
Invenio Wealth Partners
Florida
$310K +$33K +40 +12%
KA
1183
KLCM Advisors
Wisconsin
$309K – – –
SC
1184
Sierra Capital
Florida
$309K – – –
BB
1185
Berkshire Bank
Massachusetts
$308K +$41.2K +50 +15%
WF
1186
Welch & Forbes
Massachusetts
$308K -$99.7K -115 -24%
CSS
1187
Cubist Systematic Strategies
Connecticut
$308K +$308K +373 New
BFG
1188
Beacon Financial Group
Texas
$305K -$14K -17 -4%
MW
1189
Marcum Wealth
Ohio
$304K +$6.6K +8 +2%
WQ
1190
Wealth Quarterback
New Jersey
$302K +$824 +1 +0.3%
HKIMG
1191
Hutchens & Kramer Investment Management Group
Indiana
$300K -$828 -1 -0.3%
FWM
1192
Foguth Wealth Management
Michigan
$300K +$300K +364 New
HI
1193
Harbour Investments
Wisconsin
$299K +$28K +34 +10%
AIM
1194
Alhambra Investment Management
Florida
$299K -$12.4K -15 -4%
HT
1195
Heritage Trust
Oklahoma
$298K – – –
VT
1196
Vise Technologies
New York
$298K +$30.5K +37 +11%
XT
1197
XTX Topco
Cayman Islands
$297K +$297K +360 New
BIG
1198
Brooklyn Investment Group
New York
$294K – – –
FAM
1199
Flaharty Asset Management
Florida
$292K – – –
PWP
1200
Phillips Wealth Planners
Mississippi
$292K -$18.7K -21 -6%
46 47
48
49 50