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KLA
KLAC

Overview Fund Activity

1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$203M
2
VanEck Associates
VanEck Associates
New York
+$190M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$182M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$175M
5
Amundi
Amundi
France
+$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$715M
2
Goldman Sachs
Goldman Sachs
New York
-$390M
3
Capital International Investors
Capital International Investors
California
-$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$271M
5
CI
Clal Insurance
Israel
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1176
TrueWealth Advisors
Alabama
$346K +$101K +130 +41%
TPWA
1177
Twin Peaks Wealth Advisors
California
$346K +$3.87K +5 +1%
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$345K -$24.8K -32 -7%
ICP
1179
Interchange Capital Partners
Pennsylvania
$344K -$48.9K -63 -12%
WWM
1180
Wolff Wiese Magana
California
$344K -$17K -22 -5%
FSA
1181
Franklin Street Advisors
North Carolina
$343K -$50.3K -65 -13%
LFG
1182
Lockerman Financial Group
California
$342K +$6.2K +8 +2%
IP
1183
Intellectus Partners
California
$342K -$3.1M -3,999 -90%
CA
1184
Continuum Advisory
Idaho
$339K +$39.3K +61 +13%
UBG
1185
United Bank (Georgia)
Georgia
$339K +$339K +438 New
VFA
1186
Values First Advisors
Tennessee
$339K -$44.9K -58 -12%
QFA
1187
Quantum Financial Advisors
California
$335K -$3.87K -5 -1%
UPS
1188
UHLMANN PRICE SECURITIES
Illinois
$333K +$333K +430 New
IWP
1189
Invenio Wealth Partners
Florida
$331K +$40.3K +52 +14%
FCBT
1190
First Citizens Bank & Trust
North Carolina
$329K -$6.2K -8 -2%
KWM
1191
Kolinsky Wealth Management
New Jersey
$329K +$13.2K +17 +4%
SCM
1192
Silvant Capital Management
Georgia
$328K – – –
MGIA
1193
Moneta Group Investment Advisors
Missouri
$324K +$19.4K +25 +6%
PCS
1194
Personal CFO Solutions
New Jersey
$323K -$1.55K -2 -0.5%
HB
1195
HTLF Bank
Colorado
$321K – – –
SFA
1196
Souders Financial Advisors
Ohio
$320K +$3.87K +5 +1%
CH
1197
Cromwell Holdings
Wyoming
$320K – – –
BFG
1198
Berger Financial Group
Minnesota
$320K +$1.55K +2 +0.5%
SC
1199
Sierra Capital
Florida
$317K +$26.4K +34 +9%
CC
1200
Callan Capital
California
$317K +$76.7K +99 +32%
46 47
48
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