We are live on ! Find out more

1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
1426
Nemes Rush Group
Michigan
$27.9K
LWMI
1427
Legacy Wealth Management (Idaho)
Idaho
$27.2K
AGWCA
1428
Annis Gardner Whiting Capital Advisors
Florida
$25.2K
RTL
1429
Red Tortoise LLC
Georgia
$24.5K
CPG
1430
Cornerstone Planning Group
New Jersey
$23.7K +$12.2K +170 +89%
GSWM
1431
Golden State Wealth Management
California
$23.1K -$2.16K -30 -8%
FMP
1432
Financial Management Professionals
Texas
$23.1K +$19.4K +270 +386%
DPW
1433
DiNuzzo Private Wealth
Pennsylvania
$22.4K +$720 +10 +3%
TC
1434
Tacita Capital
Ontario, Canada
$22.4K
EPW
1435
Evergreen Private Wealth
Colorado
$21.8K
CPBTD
1436
Central Pacific Bank - Trust Division
Hawaii
$21.8K +$5.76K +80 +33%
DJSG
1437
D.J. St. Germain
Massachusetts
$21.8K +$5.76K +80 +33%
MCA
1438
Midwest Capital Advisors
Michigan
$21.1K
HC
1439
Hurley Capital
New York
$19.9K -$33.9K -470 -62%
CTWM
1440
Cherry Tree Wealth Management
Minnesota
$19.7K
SR
1441
Syntax Research
Florida
$19.7K
ME
1442
McIlrath & Eck
Washington
$19.7K +$9.36K +130 +81%
CWC
1443
Carolinas Wealth Consulting
North Carolina
$19K +$3.6K +50 +22%
PP
1444
PFS Partners
New Jersey
$18K
CCMI
1445
Creative Capital Management Investments
California
$17.7K -$720 -10 -4%
CAC
1446
Core Alternative Capital
Georgia
$17.7K
CTB
1447
Country Trust Bank
Illinois
$17.7K
HIA
1448
Harbor Investment Advisory
Maryland
$17.7K
LFASL
1449
Lugano Financial Advisors SA (LFA)
Switzerland
$17.7K
WA
1450
Whipplewood Advisors
Colorado
$17.7K +$101K +1,400 +538%

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.