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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
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
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1451
Tidemark
California
$14.8K – – –
VWA
1452
Valued Wealth Advisors
Utah
$14.8K +$2.47K +3 +20%
PCWA
1453
Pacific Capital Wealth Advisors
California
$14.8K +$7.42K +9 +100%
CAS
1454
Coppell Advisory Solutions
Texas
$14.8K +$14.8K +18 New
DF
1455
Dunhill Financial
United Kingdom
$14.6K +$2.43K +3 +20%
HCP
1456
Hexagon Capital Partners
Arkansas
$14K – – –
DWA
1457
Delos Wealth Advisors
Texas
$14K – – –
BHWM
1458
Beaird Harris Wealth Management
Texas
$14K -$7.41K -9 -35%
AW
1459
Avion Wealth
Texas
$14K +$2.33K +3 +20%
ME
1460
McIlrath & Eck
Washington
$13.2K – – –
FMP
1461
Financial Management Professionals
Texas
$13K – – –
S
1462
Sachetta
Massachusetts
$12.9K +$8.35K +11 +183%
GEA
1463
Glen Eagle Advisors
New Jersey
$12.4K – – –
EBA
1464
Eagle Bay Advisors
New York
$12.4K +$2.47K +3 +25%
BCMLT
1465
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$1.65K +2 +17%
SIC
1466
SJS Investment Consulting
Ohio
$11.5K – – –
CCA
1467
Criterion Capital Advisors
Tennessee
$11.5K – – –
RWA
1468
Redmont Wealth Advisors
Illinois
$11.5K – – –
FP
1469
Financial Perspectives
Minnesota
$11.4K – – –
NAAA
1470
New Age Alpha Advisors
New York
$10.7K +$10.7K +13 New
SL
1471
Salomon & Ludwin
Virginia
$9.89K – – –
OIA
1472
Optimum Investment Advisors
Illinois
$9.89K +$9.89K +12 New
TFA
1473
Toth Financial Advisory
Virginia
$8.25K +$3.3K +4 +67%
GI
1474
Gradient Investments
Minnesota
$8.25K -$42.1K -51 -84%
ATC
1475
Adirondack Trust Company
New York
$8.25K – – –
57 58
59
60 61