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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
WPA
1351
West Paces Advisors
Georgia
$159K
Capstone Investment Advisors
1352
Capstone Investment Advisors
New York
$158K -$686K -9,280 -83%
Loomis, Sayles & Company
1353
Loomis, Sayles & Company
Massachusetts
$152K -$10.3K -140 -7%
HC
1354
Hoese & Co
Minnesota
$152K
HGERS
1355
Householder Group Estate & Retirement Specialist
Arizona
$147K -$5.17K -70 -4%
NIMI
1356
Natixis Investment Managers International
France
$143K -$18.5K -250 -13%
GWSG
1357
GPS Wealth Strategies Group
Colorado
$140K -$15.5K -210 -11%
TF
1358
Tompkins Financial
New York
$139K
NS
1359
NBC Securities
Alabama
$130K -$1.48K -20 -1%
HDIM
1360
Hanson & Doremus Investment Management
Vermont
$129K
EFP
1361
EnRich Financial Partners
Wisconsin
$125K +$112K +1,520 New
HIIFS
1362
Harel Insurance Investments & Financial Services
Israel
$122K
BAM
1363
Byrne Asset Management
New Jersey
$121K -$1.48K -20 -1%
WBC
1364
West Branch Capital
Massachusetts
$115K
ADL
1365
Asset Dedication LLC
California
$110K
PPA
1366
Painted Porch Advisors
California
$110K +$98.3K +1,330 New
CT
1367
Colonial Trust
South Carolina
$106K
SN
1368
Sittner & Nelson
Oregon
$105K
HWA
1369
Heritage Wealth Advisors
Virginia
$103K
PSB
1370
Piscataqua Savings Bank
New Hampshire
$101K
SVCP
1371
Silicon Valley Capital Partners
California
$94.9K +$73.9K +1,000 +667%
OCM
1372
Orion Capital Management
California
$91.5K
LWM
1373
Liberty Wealth Management
California
$91K +$17.4M +235,170 New
BCWM
1374
Bartlett & Co Wealth Management
Ohio
$87.4K +$41.4K +560 +112%
GKIM
1375
GW&K Investment Management
Massachusetts
$87K +$5.91K +80 +8%

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.