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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
WANY
1301
Wealthspire Advisors (New York)
New York
$224K -$39.9K -540 -17%
AHL
1302
Abel Hall LLC
Louisiana
$221K +$198K +2,680 New
HC
1303
Hamilton Capital
Ohio
$220K +$197K +2,670 New
CWM
1304
Congress Wealth Management
Massachusetts
$219K +$196K +2,650 New
VCM
1305
Virtue Capital Management
Tennessee
$219K -$25.9K -350 -11%
VCM
1306
Versant Capital Management
Arizona
$218K +$2.22K +30 +1%
IBOK
1307
Independence Bank of Kentucky
Kentucky
$218K +$25.9K +350 +15%
DCM
1308
Driehaus Capital Management
Illinois
$218K +$196K +2,650 New
CIAS
1309
Capital Investment Advisory Services
North Carolina
$217K +$195K +2,640 New
TAM
1310
Trillium Asset Management
Massachusetts
$216K -$22.2K -300 -10%
GSIAS
1311
Garden State Investment Advisory Services
New Jersey
$216K +$193K +2,610 New
QWM
1312
Quadcap Wealth Management
Texas
$215K +$193K +2,610 New
RIM
1313
Redwood Investment Management
Arizona
$214K +$219K +2,960 New
FAFN
1314
First Affirmative Financial Network
Colorado
$214K +$191K +2,590 New
BWM
1315
Brickley Wealth Management
California
$214K +$191K +2,590 New
PSP
1316
Principal Street Partners
Tennessee
$213K +$191K +2,580 New
WRPWM
1317
Werba Rubin Papier Wealth Management
California
$213K +$191K +2,580 New
AA
1318
AlphaMark Advisors
Kentucky
$211K -$148K -2,000 -44%
CAWM
1319
Capital Advisors Wealth Management
Washington
$211K +$189K +2,560 New
OWA
1320
Octavia Wealth Advisors
Ohio
$210K -$26.6K -360 -12%
CAL
1321
Capital Analysts LLC
Pennsylvania
$209K -$48.8K -660 -21%
EFS
1322
Essex Financial Services
Connecticut
$209K +$205K +2,770 New
CA
1323
Cornerstone Advisory
Maryland
$209K +$187K +2,530 New
LNB
1324
Ledyard National Bank
$209K +$187K +2,530 New
CP
1325
Camelot Portfolios
Ohio
$208K +$187K +2,530 New

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.