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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
CWC
1426
Carolinas Wealth Consulting
North Carolina
$28.9K
QC
1427
Quent Capital
New York
$28.9K
SWC
1428
Spectrum Wealth Counsel
Indiana
$28.9K
DPW
1429
DiNuzzo Private Wealth
Pennsylvania
$28K +$1.48K +20 +6%
AWM
1430
Avior Wealth Management
Nebraska
$28K -$101K -1,370 -80%
CWM
1431
Cedar Wealth Management
California
$28K -$3.69K -50 -13%
SC
1432
SouthState Corp
Florida
$27.2K -$14K -190 -37%
TC
1433
Tacita Capital
Ontario, Canada
$27.2K
EPW
1434
Evergreen Private Wealth
Colorado
$26.4K -$51K -690 -68%
CMA
1435
Cedar Mountain Advisors
Oregon
$26.4K
NBT
1436
Northwest Bank & Trust
Iowa
$25.6K
NRG
1437
Nemes Rush Group
Michigan
$24.7K
WB
1438
Webster Bank
Connecticut
$24.7K
CPG
1439
Cornerstone Planning Group
New Jersey
$23.9K -$15.5K -210 -38%
SR
1440
Syntax Research
Florida
$23.9K
CTWM
1441
Cherry Tree Wealth Management
Minnesota
$23.9K +$12.6K +170 +142%
OLVIG
1442
Oliver Lagore Vanvalin Investment Group
Michigan
$23.1K +$12.6K +170 +155%
AWM
1443
Abound Wealth Management
Tennessee
$22.6K
CCMI
1444
Creative Capital Management Investments
California
$22.3K
PP
1445
PFS Partners
New Jersey
$21.6K
FCA
1446
FinTrust Capital Advisors
South Carolina
$21.4K +$5.91K +80 +44%
HIA
1447
Harbor Investment Advisory
Maryland
$21.4K -$5.91K -80 -24%
CAC
1448
Core Alternative Capital
Georgia
$21.4K
CAM
1449
Creekmur Asset Management
Illinois
$21.1K +$15.5K +210 +420%
FFA
1450
Fairfield Financial Advisors
Massachusetts
$20.7K +$18.5K +250 New

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.