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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 %
BFG
1176
Beacon Financial Group
Texas
$280K -$29.6K -47 -10%
FWA
1177
FSM Wealth Advisors
Ohio
$277K +$32.1K +43 +13%
SAG
1178
SageView Advisory Group
California
$276K +$276K +437 New
IWP
1179
Invenio Wealth Partners
Florida
$275K +$5.67K +9 +2%
PPWP
1180
Premier Path Wealth Partners
New Jersey
$274K -$47.9K -76 -15%
FSA
1181
Franklin Street Advisors
North Carolina
$273K -$6.31K -10 -2%
QFA
1182
Quantum Financial Advisors
California
$273K – – –
SFA
1183
Souders Financial Advisors
Ohio
$272K +$11.3K +18 +4%
WWM
1184
Wolff Wiese Magana
California
$272K -$8.19K -13 -3%
UPS
1185
UHLMANN PRICE SECURITIES
Illinois
$271K +$630 +1 +0.2%
CCG
1186
Catalina Capital Group
California
$270K -$20.8K -33 -7%
AAMC
1187
Asset Allocation & Management Company
Illinois
$268K +$268K +426 New
EAM
1188
Empirical Asset Management
Massachusetts
$268K +$268K +425 New
CH
1189
Cromwell Holdings
Wyoming
$268K +$7.56K +12 +3%
SCM
1190
Silvant Capital Management
Georgia
$267K – – –
LFG
1191
Lockerman Financial Group
California
$266K -$12.6K -20 -5%
PFS
1192
Prospera Financial Services
Texas
$266K -$4.29M -6,804 -94%
IAIM
1193
International Assets Investment Management
Florida
$265K -$192M -301,965 -100%
WI
1194
Wintrust Investments
Illinois
$265K +$13.3K +21 +5%
FAFN
1195
First Affirmative Financial Network
Colorado
$264K +$56.7K +90 +27%
AWA
1196
Aaron Wealth Advisors
Illinois
$263K -$101K -161 -28%
SC
1197
Sierra Capital
Florida
$261K +$3.15K +5 +1%
TW
1198
TritonPoint Wealth
Maryland
$261K +$56.1K +89 +27%
BFG
1199
Berger Financial Group
Minnesota
$260K – – –
KWM
1200
Kolinsky Wealth Management
New Jersey
$260K -$7.56K -12 -3%
46 47
48
49 50