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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
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
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
1276
Custom Index Systems
New York
$209K -$58.5K -86 -22%
MWM
1277
Maridea Wealth Management
New York
$209K +$209K +307 New
WFG
1278
Wormser Freres Gestion
France
$208K +$81.1K +120 +64%
SCM
1279
Stonehearth Capital Management
Massachusetts
$207K +$207K +305 New
MPPLM
1280
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$207K +$207K +304 New
WRPWM
1281
Werba Rubin Papier Wealth Management
California
$207K +$207K +304 New
SIA
1282
Soltis Investment Advisors
Utah
$206K +$206K +303 New
KFS
1283
Kelly Financial Services
Massachusetts
$206K +$206K +303 New
PCMC
1284
Paragon Capital Management (Colorado)
Colorado
$205K +$205K +302 New
LD
1285
Lipe & Dalton
New York
$204K +$204K +300 New
WTG
1286
West Tower Group
Virginia
$204K -$136K -200 -40%
PWP
1287
Private Wealth Partners
California
$204K +$204K +300 New
CG
1288
CFO4Life Group
Texas
$204K +$204K +300 New
MCM
1289
Monument Capital Management
Virginia
$204K +$204K +300 New
HFAS
1290
Hummer Financial Advisory Services
Illinois
$204K +$204K +300 New
SW
1291
Solidarity Wealth
Utah
$204K +$204K +300 New
BMO
1292
Beck Mack & Oliver
New York
$203K +$203K +299 New
JSSH
1293
J. Safra Sarasin Holding
$201K +$201K +296 New
GSEP
1294
Golden State Equity Partners
California
$201K +$201K +295 New
CA
1295
CSM Advisors
Pennsylvania
$200K +$200K +296 New
ZBNA
1296
Zions Bancorporation, National Association
Utah
$200K +$200K +294 New
MMCM
1297
Murphy & Mullick Capital Management
New York
$197K – – –
EWP
1298
Elevation Wealth Partners
California
$195K +$679 +1 +0.3%
DWS
1299
Dynamic Wealth Strategies
California
$192K +$192K +283 New
FAM
1300
Flaharty Asset Management
Florida
$192K -$48.9K -72 -20%
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