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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
MC
1276
Machina Capital
France
$216K +$232K +3,430 New
ATPW
1277
Ashton Thomas Private Wealth
Arizona
$215K +$14.9K +220 +7%
KW
1278
Keyvantage Wealth
Pennsylvania
$214K +$230K +3,400 New
PWP
1279
Phillips Wealth Planners
Mississippi
$213K -$6.08K -90 -3%
CWM
1280
Campbell Wealth Management
Virginia
$213K +$229K +3,390 New
WAM
1281
Walker Asset Management
Missouri
$212K +$676 +10 +0.3%
MWP
1282
Meriwether Wealth & Planning
Louisiana
$210K +$226K +3,340 New
KA
1283
KLCM Advisors
Wisconsin
$209K -$2.7K -40 -1%
IAS
1284
Insigneo Advisory Services
Florida
$209K -$39.2K -580 -15%
MWP
1285
Madison Wealth Partners
Wisconsin
$207K +$676 +10 +0.3%
IA
1286
IFC Advisors
California
$206K +$221K +3,270 New
II
1287
Impact Investors
California
$205K +$220K +3,250 New
BW
1288
BXM Wealth
Colorado
$205K +$220K +3,250 New
VAS
1289
Vestmark Advisory Solutions
Massachusetts
$204K -$328K -4,860 -60%
ZIM
1290
Zacks Investment Management
Illinois
$203K -$265K -3,920 -55%
OWM
1291
Orca Wealth Management
Florida
$203K +$218K +3,220 New
EL
1292
EWA LLC
Pennsylvania
$203K -$6.08K -90 -3%
WFA
1293
WMG Financial Advisors
Tennessee
$203K +$6.08K +90 +3%
FC
1294
Farringdon Capital
United Kingdom
$202K +$217K +3,210 New
MW
1295
MBL Wealth
North Carolina
$202K +$217K +3,210 New
PL
1296
Plancorp LLC
Missouri
$201K +$676 +10 +0.3%
VCM
1297
Versant Capital Management
Arizona
$194K -$14.2K -210 -6%
MA
1298
MCF Advisors
Kentucky
$190K
VIA
1299
Virtus Investment Advisers
Connecticut
$189K
MA
1300
Montag & Associates
Georgia
$188K

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.