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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 %
LFASL
1426
Lugano Financial Advisors SA (LFA)
Switzerland
$16.4K +$16.4K +26 New
FFA
1427
Frazier Financial Advisors
Ohio
$15.8K -$12K -19 -43%
CSWM
1428
Cassady Schiller Wealth Management
Ohio
$15.8K +$12K +19 +317%
AF
1429
Advisornet Financial
Minnesota
$15.1K -$15.8K -25 -51%
DJSG
1430
D.J. St. Germain
Massachusetts
$15.1K – – –
CPBTD
1431
Central Pacific Bank - Trust Division
Hawaii
$15.1K +$15.1K +24 New
DF
1432
Dunhill Financial
United Kingdom
$15K -$4.37K -7 -23%
KIM
1433
Kestra Investment Management
Texas
$14.6K +$14.6K +23 New
CWC
1434
Carolinas Wealth Consulting
North Carolina
$14.5K -$8.19K -13 -36%
NCM
1435
Northwest Capital Management
Oregon
$14.5K – – –
EBA
1436
Eagle Bay Advisors
New York
$14.5K +$3.15K +5 +28%
AF
1437
Atala Financial
California
$14.5K +$14.5K +23 New
OP
1438
ORG Partners
Indiana
$14.3K – – –
AW
1439
Avion Wealth
Texas
$14K +$1.22K +2 +10%
BSB
1440
Bangor Savings Bank
Maine
$13.9K +$13.9K +22 New
CWM
1441
Cedar Wealth Management
California
$13.9K – – –
HCP
1442
Hexagon Capital Partners
Arkansas
$13.9K +$10.1K +16 +267%
CPG
1443
Cornerstone Planning Group
New Jersey
$13.4K -$2.81K -4 -17%
TFM
1444
TFC Financial Management
Massachusetts
$13.2K -$4.41K -7 -25%
CTC
1445
Cetera Trust Company
Minnesota
$13.2K – – –
NAAA
1446
New Age Alpha Advisors
New York
$13.2K +$5.04K +8 +62%
AP
1447
Atwood & Palmer
Missouri
$13.2K +$13.2K +21 New
HPC
1448
HM Payson & Co
Maine
$12.6K -$630 -1 -5%
CT
1449
Clearstead Trust
Maine
$12.6K – – –
MTIC
1450
Missouri Trust & Investment Company
Missouri
$12.6K +$8.82K +14 +233%
56 57
58
59 60