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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
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
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1301
Soltis Investment Advisors
Utah
$206K +$218K +3,030 New
KFS
1302
Kelly Financial Services
Massachusetts
$206K +$218K +3,030 New
PCMC
1303
Paragon Capital Management (Colorado)
Colorado
$205K +$218K +3,020 New
LD
1304
Lipe & Dalton
New York
$204K +$216K +3,000 New
WTG
1305
West Tower Group
Virginia
$204K -$144K -2,000 -40%
CG
1306
CFO4Life Group
Texas
$204K +$216K +3,000 New
HFAS
1307
Hummer Financial Advisory Services
Illinois
$204K +$216K +3,000 New
MCM
1308
Monument Capital Management
Virginia
$204K +$216K +3,000 New
PWP
1309
Private Wealth Partners
California
$204K +$216K +3,000 New
SW
1310
Solidarity Wealth
Utah
$204K +$216K +3,000 New
BMO
1311
Beck Mack & Oliver
New York
$203K +$215K +2,990 New
JSSH
1312
J. Safra Sarasin Holding
$201K +$213K +2,960 New
GSEP
1313
Golden State Equity Partners
California
$201K +$212K +2,950 New
CA
1314
CSM Advisors
Pennsylvania
$200K +$213K +2,960 New
ZBNA
1315
Zions Bancorporation, National Association
Utah
$200K +$212K +2,940 New
MMCM
1316
Murphy & Mullick Capital Management
New York
$197K
EWP
1317
Elevation Wealth Partners
California
$195K +$720 +10 +0.3%
DWS
1318
Dynamic Wealth Strategies
California
$192K +$204K +2,830 New
FAM
1319
Flaharty Asset Management
Florida
$192K -$51.9K -720 -20%
CAL
1320
Capital Advisors Ltd
Ohio
$192K
FFC
1321
First Financial Corp
Indiana
$185K
GTAM
1322
Global Trust Asset Management
Florida
$184K -$345K -4,790 -64%
RFS
1323
Richardson Financial Services
Massachusetts
$178K +$6.48K +90 +4%
CM
1324
Capula Management
Cayman Islands
$178K -$186K -2,580 -50%
SIS
1325
Sound Income Strategies
Florida
$177K

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.