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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1226
Angeles Wealth Management
California
$254K +$16.3K +24 +7%
GIA
1227
Guyasuta Investment Advisors
Pennsylvania
$253K -$6.12K -9 -2%
BWP
1228
BSW Wealth Partners
Colorado
$251K -$12.2K -18 -5%
PCS
1229
Personal CFO Solutions
New Jersey
$250K +$2.72K +4 +1%
SWM
1230
Sagace Wealth Management
Florida
$248K +$248K +365 New
HC
1231
Hamilton Capital
Ohio
$248K – – –
GM
1232
GeoWealth Management
Illinois
$247K -$235K -346 -49%
PA
1233
Probity Advisors
Texas
$247K -$15K -22 -6%
WF
1234
Welch & Forbes
Massachusetts
$246K – – –
HT
1235
Heritage Trust
Oklahoma
$246K – – –
CWM
1236
Cornerstone Wealth Management
Missouri
$244K – – –
RZH
1237
Relyea Zuckerberg Hanson
Connecticut
$243K +$243K +358 New
PIA
1238
Pinion Investment Advisors
Kansas
$242K +$2.72K +4 +1%
PL
1239
Plancorp LLC
Missouri
$240K +$23.1K +34 +11%
WANY
1240
Wealthspire Advisors (New York)
New York
$239K +$239K +352 New
WFI
1241
West Family Investments
California
$239K +$239K +352 New
MW
1242
MBL Wealth
North Carolina
$238K +$19.7K +29 +9%
RFA
1243
Reyes Financial Architecture
California
$238K +$96.5K +142 +68%
SFA
1244
Souders Financial Advisors
Ohio
$237K -$55.8K -82 -19%
OL
1245
OneFund LLC
Florida
$237K -$4.08K -6 -2%
IA
1246
Integrity Alliance
Iowa
$235K +$235K +345 New
FUBT
1247
First United Bank & Trust
Maryland
$233K -$3.4K -5 -1%
IA
1248
IFC Advisors
California
$232K +$10.2K +15 +5%
PWG
1249
Portside Wealth Group
Utah
$232K +$232K +342 New
EL
1250
EWA LLC
Pennsylvania
$230K +$11.5K +17 +5%
48 49
50
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