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KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
1376
Bell Investment Advisors
California
$41.6K +$630 +1 +2%
FFA
1377
Fairfield Financial Advisors
Massachusetts
$41.2K +$25.4K +40 +160%
CA
1378
Centerpoint Advisors
Massachusetts
$41K – – –
OW
1379
Olistico Wealth
Oklahoma
$41K +$631 +1 +2%
LI
1380
LRI Investments
Florida
$41K -$9.45K -15 -19%
CFD
1381
Creative Financial Designs
Indiana
$41K – – –
OC
1382
Oarsman Capital
Wisconsin
$40.3K -$19.5K -31 -33%
MAM
1383
Meeder Asset Management
Ohio
$40.3K -$17K -27 -30%
WA
1384
WPG Advisers
Maryland
$38.4K +$38.4K +61 New
AA
1385
Addison Advisors
Vermont
$37.8K – – –
CIAS
1386
CBIZ Investment Advisory Services
Ohio
$36.6K – – –
NFSG
1387
Newbridge Financial Services Group
Florida
$36.5K -$636K -1,010 -95%
CTA
1388
Colonial Trust Advisors
South Carolina
$34.7K – – –
1IA
1389
1620 Investment Advisors
Massachusetts
$34.6K – – –
BHWM
1390
Beaird Harris Wealth Management
Texas
$33.4K +$23.3K +37 +231%
CIA
1391
Cape Investment Advisory
Georgia
$32.8K – – –
GCM
1392
Gables Capital Management
Florida
$32.1K – – –
KBFS
1393
Kohmann Bosshard Financial Services
Ohio
$32.1K +$32.1K +51 New
WTA
1394
Washington Trust Advisors
Massachusetts
$31.5K – – –
OLVIG
1395
Oliver Lagore Vanvalin Investment Group
Michigan
$30.9K +$4.41K +7 +17%
TH
1396
TCTC Holdings
Texas
$30.9K +$30.9K +49 New
PCWA
1397
Pacific Capital Wealth Advisors
California
$30.2K – – –
TIM
1398
Tortoise Investment Management
New York
$30.2K +$22.7K +36 +300%
LIS
1399
Legacy Investment Solutions
Idaho
$29.9K +$1.5K +2 +5%
LWMI
1400
Legacy Wealth Management (Idaho)
Idaho
$29.9K +$1.5K +2 +5%
54 55
56
57 58