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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
OP
1451
ORG Partners
Indiana
$20.3K +$1.48K +20 +9%
DJSG
1452
D.J. St. Germain
Massachusetts
$19.8K
NCM
1453
Northwest Capital Management
Oregon
$19K -$22.9K -310 -57%
FW
1454
Fairway Wealth
Ohio
$19K +$17K +230 New
HPC
1455
HM Payson & Co
Maine
$18.1K +$1.48K +20 +10%
CTC
1456
Cetera Trust Company
Minnesota
$17.3K
CT
1457
Clearstead Trust
Maine
$16.5K
WWP
1458
WR Wealth Planners
Missouri
$15.7K +$739 +10 +6%
WIA
1459
Wetzel Investment Advisors
Indiana
$15.4K
SSG
1460
Summit Securities Group
New York
$15K +$13.3K +180 New
T
1461
Tidemark
California
$14.8K
VWA
1462
Valued Wealth Advisors
Utah
$14.8K +$2.22K +30 +20%
PCWA
1463
Pacific Capital Wealth Advisors
California
$14.8K +$6.65K +90 +100%
CAS
1464
Coppell Advisory Solutions
Texas
$14.8K +$13.3K +180 New
DF
1465
Dunhill Financial
United Kingdom
$14.6K +$2.22K +30 +20%
DWA
1466
Delos Wealth Advisors
Texas
$14K
HCP
1467
Hexagon Capital Partners
Arkansas
$14K
BHWM
1468
Beaird Harris Wealth Management
Texas
$14K -$6.65K -90 -35%
AW
1469
Avion Wealth
Texas
$14K +$2.22K +30 +20%
ME
1470
McIlrath & Eck
Washington
$13.2K
FMP
1471
Financial Management Professionals
Texas
$13K
S
1472
Sachetta
Massachusetts
$12.9K +$8.13K +110 +183%
GEA
1473
Glen Eagle Advisors
New Jersey
$12.4K
EBA
1474
Eagle Bay Advisors
New York
$12.4K +$2.22K +30 +25%
BCMLT
1475
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$1.48K +20 +17%

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.