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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
EPIMS
1401
Evelyn Partners Investment Management Services
$35.3K +$37.8K +560 New
CTA
1402
Colonial Trust Advisors
South Carolina
$34.7K
1IA
1403
1620 Investment Advisors
Massachusetts
$34.6K
BHWM
1404
Beaird Harris Wealth Management
Texas
$33.4K +$25K +370 +231%
CIA
1405
Cape Investment Advisory
Georgia
$32.8K
GCM
1406
Gables Capital Management
Florida
$32.1K
KBFS
1407
Kohmann Bosshard Financial Services
Ohio
$32.1K +$34.5K +510 New
WTA
1408
Washington Trust Advisors
Massachusetts
$31.5K
OLVIG
1409
Oliver Lagore Vanvalin Investment Group
Michigan
$30.9K +$4.73K +70 +17%
TH
1410
TCTC Holdings
Texas
$30.9K +$33.1K +490 New
PCWA
1411
Pacific Capital Wealth Advisors
California
$30.2K
TIM
1412
Tortoise Investment Management
New York
$30.2K +$24.3K +360 +300%
LIS
1413
Legacy Investment Solutions
Idaho
$29.9K +$1.35K +20 +5%
LWMI
1414
Legacy Wealth Management (Idaho)
Idaho
$29.9K +$1.35K +20 +5%
GFPC
1415
Global Financial Private Client
Florida
$29K +$1.35K +20 +5%
ECM
1416
Estabrook Capital Management
New York
$27.7K
APW
1417
Aventura Private Wealth
Florida
$27.7K +$29.7K +440 New
NRG
1418
Nemes Rush Group
Michigan
$25.8K +$7.43K +110 +37%
AGWCA
1419
Annis Gardner Whiting Capital Advisors
Florida
$23.3K -$5.41K -80 -18%
GSWM
1420
Golden State Wealth Management
California
$23.3K +$25K +370 New
RTL
1421
Red Tortoise LLC
Georgia
$22.7K
SC
1422
SouthState Corp
Florida
$20.8K
TC
1423
Tacita Capital
Ontario, Canada
$20.8K
AWM
1424
Avior Wealth Management
Nebraska
$20.8K -$6.76K -100 -23%
DPW
1425
DiNuzzo Private Wealth
Pennsylvania
$20.2K -$676 -10 -3%

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.