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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
RYIA
1251
Roehl & Yi Investment Advisors
Oregon
$231K +$247K +3,660 New
PCS
1252
Personal CFO Solutions
New Jersey
$230K -$35.1K -520 -13%
SB
1253
Sunflower Bank
Texas
$229K +$246K +3,640 New
OL
1254
Optas LLC
Texas
$229K +$29.7K +440 +14%
HC
1255
Hamilton Capital
Ohio
$229K +$246K +3,640 New
ICP
1256
Interchange Capital Partners
Pennsylvania
$229K -$53.4K -790 -18%
WF
1257
Welch & Forbes
Massachusetts
$228K +$4.73K +70 +2%
HT
1258
Heritage Trust
Oklahoma
$228K +$245K +3,620 New
CWM
1259
Cornerstone Wealth Management
Missouri
$226K -$23.7K -350 -9%
MW
1260
Marcum Wealth
Ohio
$226K -$16.9K -250 -7%
SAF
1261
Smith Anglin Financial
Texas
$226K -$16.2K -240 -6%
AFW
1262
Avantra Family Wealth
Pennsylvania
$226K +$242K +3,580 New
PCH
1263
PGIM Custom Harvest
New Jersey
$224K +$241K +3,560 New
OL
1264
OneFund LLC
Florida
$224K +$2.03K +30 +0.9%
FAM
1265
Flaharty Asset Management
Florida
$223K +$676 +10 +0.3%
CCB
1266
Cutter & Co Brokerage
Missouri
$223K
VPI
1267
Value Partners Investments
Manitoba, Canada
$222K +$166K +2,450 New
PIA
1268
Pinion Investment Advisors
Kansas
$222K
VCM
1269
Virtue Capital Management
Tennessee
$222K +$13.5K +200 +6%
HIM
1270
Hanlon Investment Management
New Jersey
$221K -$954K -14,120 -80%
AWM
1271
Angeles Wealth Management
California
$220K -$90.6K -1,340 -28%
FUBT
1272
First United Bank & Trust
Maryland
$219K
AIM
1273
Aigen Investment Management
New York
$218K -$1.08M -16,010 -82%
BFC
1274
Blue Fin Capital
Rhode Island
$217K -$12.2K -180 -5%
GA
1275
Geller Advisors
New York
$217K +$2.03K +30 +0.9%

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.