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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
EPW
1426
Evergreen Private Wealth
Colorado
$20.2K
NBT
1427
Northwest Bank & Trust
Iowa
$20.1K
MCA
1428
Midwest Capital Advisors
Michigan
$19.5K +$21K +310 New
CTWM
1429
Cherry Tree Wealth Management
Minnesota
$18.3K
SR
1430
Syntax Research
Florida
$18.3K
HGERS
1431
Householder Group Estate & Retirement Specialist
Arizona
$18K -$100K -1,480 -83%
LDB
1432
Lee, Danner & Bass
Tennessee
$17.6K +$18.9K +280 New
CMA
1433
Cedar Mountain Advisors
Oregon
$17K -$3.38K -50 -16%
CCMI
1434
Creative Capital Management Investments
California
$17K
AWM
1435
Abound Wealth Management
Tennessee
$16.7K -$676 -10 -4%
PP
1436
PFS Partners
New Jersey
$16.6K
CAC
1437
Core Alternative Capital
Georgia
$16.4K
CTB
1438
Country Trust Bank
Illinois
$16.4K
HIA
1439
Harbor Investment Advisory
Maryland
$16.4K
LFASL
1440
Lugano Financial Advisors SA (LFA)
Switzerland
$16.4K +$17.6K +260 New
WA
1441
Whipplewood Advisors
Colorado
$16.4K +$17.6K +260 New
FFA
1442
Frazier Financial Advisors
Ohio
$15.8K -$12.8K -190 -43%
CSWM
1443
Cassady Schiller Wealth Management
Ohio
$15.8K +$12.8K +190 +317%
AF
1444
Advisornet Financial
Minnesota
$15.1K -$16.9K -250 -51%
DJSG
1445
D.J. St. Germain
Massachusetts
$15.1K
CPBTD
1446
Central Pacific Bank - Trust Division
Hawaii
$15.1K +$16.2K +240 New
DF
1447
Dunhill Financial
United Kingdom
$15K -$4.73K -70 -23%
KIM
1448
Kestra Investment Management
Texas
$14.6K +$15.5K +230 New
CWC
1449
Carolinas Wealth Consulting
North Carolina
$14.5K -$8.79K -130 -36%
NCM
1450
Northwest Capital Management
Oregon
$14.5K

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.