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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 %
OL
1251
OneFund LLC
Florida
$224K +$1.89K +3 +0.9%
FAM
1252
Flaharty Asset Management
Florida
$223K +$629 +1 +0.3%
CCB
1253
Cutter & Co Brokerage
Missouri
$223K – – –
VPI
1254
Value Partners Investments
Manitoba, Canada
$222K +$222K +245 New
PIA
1255
Pinion Investment Advisors
Kansas
$222K – – –
VCM
1256
Virtue Capital Management
Tennessee
$222K +$12.6K +20 +6%
HIM
1257
Hanlon Investment Management
New Jersey
$221K -$890K -1,412 -80%
AWM
1258
Angeles Wealth Management
California
$220K -$84.4K -134 -28%
FUBT
1259
First United Bank & Trust
Maryland
$219K – – –
AIM
1260
Aigen Investment Management
New York
$218K -$1.01M -1,601 -82%
BFC
1261
Blue Fin Capital
Rhode Island
$217K -$11.3K -18 -5%
GA
1262
Geller Advisors
New York
$217K +$1.89K +3 +0.9%
MC
1263
Machina Capital
France
$216K +$216K +343 New
ATPW
1264
Ashton Thomas Private Wealth
Arizona
$215K +$13.9K +22 +7%
KW
1265
Keyvantage Wealth
Pennsylvania
$214K +$214K +340 New
PWP
1266
Phillips Wealth Planners
Mississippi
$213K -$6.15K -9 -3%
CWM
1267
Campbell Wealth Management
Virginia
$213K +$213K +339 New
WAM
1268
Walker Asset Management
Missouri
$212K +$629 +1 +0.3%
MWP
1269
Meriwether Wealth & Planning
Louisiana
$210K +$210K +334 New
KA
1270
KLCM Advisors
Wisconsin
$209K -$2.52K -4 -1%
IAS
1271
Insigneo Advisory Services
Florida
$209K -$36.5K -58 -15%
MWP
1272
Madison Wealth Partners
Wisconsin
$207K +$629 +1 +0.3%
IA
1273
IFC Advisors
California
$206K +$206K +327 New
II
1274
Impact Investors
California
$205K +$205K +325 New
BW
1275
BXM Wealth
Colorado
$205K +$205K +325 New
49 50
51
52 53