We are live on ! Find out more

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
UCB
1301
United Community Bank
South Carolina
$187K
MMCM
1302
Murphy & Mullick Capital Management
New York
$183K +$196K +2,900 New
SC
1303
Stance Capital
Massachusetts
$180K +$193K +2,860 New
BWAM
1304
Boyd Watterson Asset Management
Ohio
$180K
EWP
1305
Elevation Wealth Partners
California
$180K +$676 +10 +0.4%
CAL
1306
Capital Advisors Ltd
Ohio
$178K -$15.5K -230 -8%
VHAM
1307
Van Hulzen Asset Management
California
$174K +$676 +10 +0.4%
FFC
1308
First Financial Corp
Indiana
$171K -$31.1K -460 -14%
Walleye Capital
1309
Walleye Capital
New York
$171K -$1.71M -25,260 -90%
SIS
1310
Sound Income Strategies
Florida
$164K
CSPIA
1311
Cary Street Partners Investment Advisory
Virginia
$164K -$746K -11,040 -81%
PGAM
1312
Princeton Global Asset Management
New Jersey
$164K -$8.11K -120 -4%
RFS
1313
Richardson Financial Services
Massachusetts
$160K +$9.46K +140 +6%
VFA
1314
Values First Advisors
Tennessee
$157K -$128K -1,890 -43%
MIFH
1315
Migdal Insurance & Financial Holdings
Israel
$155K +$10.1K +150 +6%
PSFG
1316
Park Square Financial Group
Georgia
$153K +$164K +2,430 New
UBP
1317
Union Bancaire Privee
Switzerland
$142K +$149K +2,200 New
TFIPS
1318
Towarzystwo Funduszy Inwestycyjnych PZU SA
$139K -$3.38K -50 -2%
PPC
1319
Park Place Capital
Alabama
$138K -$5.41K -80 -4%
CAS
1320
Coppell Advisory Solutions
Texas
$136K +$72.3K +1,070 +100%
GWMI
1321
Guardian Wealth Management (Illinois)
Illinois
$133K +$676 +10 +0.5%
AA
1322
AlphaMark Advisors
Kentucky
$132K
RFA
1323
Reyes Financial Architecture
California
$131K +$141K +2,080 New
HWM
1324
Hemington Wealth Management
Virginia
$129K
MCM
1325
MV Capital Management
Maryland
$128K +$5.41K +80 +4%

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.