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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
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
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1251
Heritage Trust
Oklahoma
$246K
WF
1252
Welch & Forbes
Massachusetts
$246K
CWM
1253
Cornerstone Wealth Management
Missouri
$244K
RYIA
1254
Roehl & Yi Investment Advisors
Oregon
$243K -$5.76K -80 -2%
RZH
1255
Relyea Zuckerberg Hanson
Connecticut
$243K +$258K +3,580 New
PIA
1256
Pinion Investment Advisors
Kansas
$242K +$2.88K +40 +1%
PL
1257
Plancorp LLC
Missouri
$240K +$24.5K +340 +11%
WANY
1258
Wealthspire Advisors (New York)
New York
$239K +$254K +3,520 New
WFI
1259
West Family Investments
California
$239K +$254K +3,520 New
MW
1260
MBL Wealth
North Carolina
$238K +$20.9K +290 +9%
RFA
1261
Reyes Financial Architecture
California
$238K +$102K +1,420 +68%
SFA
1262
Souders Financial Advisors
Ohio
$237K -$59.1K -820 -19%
OL
1263
OneFund LLC
Florida
$237K -$4.32K -60 -2%
IA
1264
Integrity Alliance
Iowa
$235K +$249K +3,450 New
FUBT
1265
First United Bank & Trust
Maryland
$233K -$3.6K -50 -1%
IA
1266
IFC Advisors
California
$232K +$10.8K +150 +5%
PWG
1267
Portside Wealth Group
Utah
$232K +$246K +3,420 New
EL
1268
EWA LLC
Pennsylvania
$230K +$12.2K +170 +5%
WAM
1269
Walker Asset Management
Missouri
$229K
KDA
1270
Kraft Davis & Associates
Missouri
$228K +$260K +3,610 New
BFC
1271
Blue Fin Capital
Rhode Island
$228K -$6.48K -90 -3%
OWM
1272
Orca Wealth Management
Florida
$227K +$8.64K +120 +4%
KA
1273
KLCM Advisors
Wisconsin
$226K
MWP
1274
Madison Wealth Partners
Wisconsin
$224K
MA
1275
MONECO Advisors
Connecticut
$221K +$234K +3,250 New

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.