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1,531 hedge funds and large institutions have $96.9B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 553 increasing their positions, 583 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 90

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

18% more capital invested

Capital invested by funds: $82.2B → $96.9B (+$14.7B)

5% more funds holding

Funds holding: 1,4651,531 (+66)

1.87% more ownership

Funds ownership: 871.61%873.48% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 583

7% less call options, than puts

Call options by funds: $923M | Put options by funds: $995M

Holders
1,531
Holders Change
+66
Holders Change %
+4.51%
% of All Funds
22.11%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
553
Reduced
583
Closed
90
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1276
Golden State Equity Partners
California
$241K +$216K +2,920 New
RFG
1277
Range Financial Group
Oregon
$241K +$216K +2,920 New
CAM
1278
Cidel Asset Management
Ontario, Canada
$240K
TWP
1279
Tower Wealth Partners
Pennsylvania
$240K +$215K +2,910 New
BWP
1280
BSW Wealth Partners
Colorado
$239K -$2.22K -30 -1%
FWA
1281
FSM Wealth Advisors
Ohio
$239K -$1.48K -20 -0.7%
AG
1282
Algert Global
California
$239K +$214K +2,900 New
PFGIA
1283
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$7.39K -100 -3%
RWB
1284
RMR Wealth Builders
New Jersey
$237K -$48.8K -660 -19%
CCMG
1285
Clark Capital Management Group
Pennsylvania
$237K +$213K +2,880 New
TW
1286
TritonPoint Wealth
Maryland
$237K +$212K +2,870 New
9WM
1287
9258 Wealth Management
Ohio
$236K -$45.1K -610 -18%
EWP
1288
Elevation Wealth Partners
California
$235K +$739 +10 +0.4%
ANTB
1289
AMG National Trust Bank
Colorado
$234K +$209K +2,830 New
FTIS
1290
First Trust Investment Solutions
Florida
$233K -$104K -1,410 -33%
DWM
1291
Destination Wealth Management
California
$233K +$209K +2,830 New
NFSG
1292
Newbridge Financial Services Group
Florida
$233K -$8.13K -110 -4%
EL
1293
EWA LLC
Pennsylvania
$232K +$5.17K +70 +2%
GQG Partners
1294
GQG Partners
Florida
$230K +$206K +2,790 New
CA
1295
CSM Advisors
Pennsylvania
$230K -$7.39K -100 -3%
SSA
1296
Sierra Summit Advisors
Nevada
$227K -$421K -5,700 -67%
PFA
1297
Pathway Financial Advisors
Vermont
$227K +$203K +2,750 New
CG
1298
CFO4Life Group
Texas
$226K +$202K +2,740 New
BAM
1299
Boyar Asset Management
New York
$225K +$202K +2,730 New
PGAM
1300
Princeton Global Asset Management
New Jersey
$224K +$8.87K +120 +5%

KLAC Hedge Fund Activity: Q2 2024 in Review

1,531 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2024, worth a combined $96.9B — up 18% from $82.2B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KLAC positions and 90 closed out — a net gain of 84 holders — while 553 added to existing stakes and 583 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $406M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,531 institutional investors held KLA (KLAC) as of Q2 2024, up from 1,465 in Q1 2024.
  • Funds reported $96.9B of KLA stock for Q2 2024, up 18% quarter-over-quarter.
  • 174 funds opened new KLA positions in Q2 2024 and 90 closed out, a net change of +84 holders.
  • The largest KLA buyer in Q2 2024 was Swedbank, an estimated $406M added.
  • The largest KLA seller in Q2 2024 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2024.