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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
CIP
1326
Convergence Investment Partners
Florida
$208K -$34.7K -470 -16%
BC
1327
Bridgefront Capital
Texas
$208K +$186K +2,520 New
MA
1328
MONECO Advisors
Connecticut
$207K -$68.7K -930 -27%
CPW
1329
Crestmont Private Wealth
Texas
$206K +$185K +2,500 New
DAC
1330
Dividend Assets Capital
South Carolina
$206K +$185K +2,500 New
IP
1331
Investment Partners
Ohio
$206K +$185K +2,500 New
MIG
1332
McGuire Investment Group
Rhode Island
$206K +$185K +2,500 New
CCFM
1333
Clear Creek Financial Management
Washington
$206K +$185K +2,500 New
MC
1334
Middleton & Co
Massachusetts
$206K +$185K +2,500 New
ACG
1335
Allen Capital Group
Nebraska
$205K +$184K +2,490 New
CCM
1336
Crew Capital Management
Ohio
$205K +$184K +2,490 New
ZIC
1337
ZWJ Investment Counsel
Georgia
$204K +$182K +2,470 New
PCMC
1338
Private Capital Management (Colorado)
Colorado
$202K +$181K +2,450 New
ZF
1339
Zega Financial
Florida
$201K -$748K -10,120 -81%
RFS
1340
Richardson Financial Services
Massachusetts
$196K +$18.5K +250 +12%
PPC
1341
Park Place Capital
Alabama
$192K -$8.87K -120 -5%
CAL
1342
Capital Advisors Ltd
Ohio
$191K +$5.91K +80 +4%
CIM
1343
Chiron Investment Management
New York
$189K +$169K +2,290 New
GWMI
1344
Guardian Wealth Management (Illinois)
Illinois
$174K -$1.48K -20 -0.9%
T
1345
TOBAM
France
$173K -$137K -1,850 -47%
AWM
1346
AllSquare Wealth Management
New York
$165K
RL
1347
Rogco LP
Oklahoma
$165K
TFIPS
1348
Towarzystwo Funduszy Inwestycyjnych PZU SA
$165K
CG
1349
Carmignac Gestion
France
$165K +$148K +2,000 New
PMFA
1350
Plante Moran Financial Advisors
Michigan
$162K

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.