We are live on ! Find out more

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
BAM
1176
Bellevue Asset Management
Washington
$287K
EFG
1177
Ethos Financial Group
Pennsylvania
$287K -$21.6K -320 -7%
CC
1178
Centiva Capital
New York
$287K -$3.8M -56,290 -93%
SF
1179
Summit Financial
New Jersey
$287K -$7.43K -110 -2%
BHWM
1180
Bar Harbor Wealth Management
New Hampshire
$287K
OR
1181
Olympiad Research
Connecticut
$286K -$389K -5,750 -56%
SLWA
1182
San Luis Wealth Advisors
California
$286K +$676 +10 +0.2%
TIA
1183
Traphagen Investment Advisors
New Jersey
$284K
EW
1184
Evoke Wealth
California
$282K -$1.35K -20 -0.4%
AC
1185
ASB Consultores
Florida
$281K -$24.3K -360 -7%
AA
1186
Alta Advisers
United Kingdom
$280K +$30.4K +450 +11%
BFG
1187
Beacon Financial Group
Texas
$280K -$31.8K -470 -10%
FWA
1188
FSM Wealth Advisors
Ohio
$277K +$29.1K +430 +13%
SAG
1189
SageView Advisory Group
California
$276K +$295K +4,370 New
IWP
1190
Invenio Wealth Partners
Florida
$275K +$6.08K +90 +2%
PPWP
1191
Premier Path Wealth Partners
New Jersey
$274K -$51.4K -760 -15%
FSA
1192
Franklin Street Advisors
North Carolina
$273K -$6.76K -100 -2%
QFA
1193
Quantum Financial Advisors
California
$273K
SFA
1194
Souders Financial Advisors
Ohio
$272K +$12.2K +180 +4%
WWM
1195
Wolff Wiese Magana
California
$272K -$8.79K -130 -3%
UPS
1196
UHLMANN PRICE SECURITIES
Illinois
$271K +$676 +10 +0.2%
CCG
1197
Catalina Capital Group
California
$270K -$22.3K -330 -7%
AAMC
1198
Asset Allocation & Management Company
Illinois
$268K +$288K +4,260 New
EAM
1199
Empirical Asset Management
Massachusetts
$268K +$287K +4,250 New
CH
1200
Cromwell Holdings
Wyoming
$268K +$8.11K +120 +3%

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.