We are live on ! Find out more

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
EBA
1451
Eagle Bay Advisors
New York
$14.5K +$3.38K +50 +28%
AF
1452
Atala Financial
California
$14.5K +$15.5K +230 New
OP
1453
ORG Partners
Indiana
$14.3K
AW
1454
Avion Wealth
Texas
$14K +$1.35K +20 +10%
BSB
1455
Bangor Savings Bank
Maine
$13.9K +$14.9K +220 New
CWM
1456
Cedar Wealth Management
California
$13.9K
HCP
1457
Hexagon Capital Partners
Arkansas
$13.9K +$10.8K +160 +267%
CPG
1458
Cornerstone Planning Group
New Jersey
$13.4K -$2.7K -40 -17%
TFM
1459
TFC Financial Management
Massachusetts
$13.2K -$4.73K -70 -25%
CTC
1460
Cetera Trust Company
Minnesota
$13.2K
NAAA
1461
New Age Alpha Advisors
New York
$13.2K +$5.41K +80 +62%
AP
1462
Atwood & Palmer
Missouri
$13.2K +$14.2K +210 New
HPC
1463
HM Payson & Co
Maine
$12.6K -$676 -10 -5%
CT
1464
Clearstead Trust
Maine
$12.6K
MTIC
1465
Missouri Trust & Investment Company
Missouri
$12.6K +$9.46K +140 +233%
SSG
1466
Summit Securities Group
New York
$12.6K +$13.5K +200 New
VWA
1467
Valued Wealth Advisors
Utah
$12K
S
1468
Sachetta
Massachusetts
$12K +$2.03K +30 +19%
CCA
1469
Criterion Capital Advisors
Tennessee
$11.5K
T
1470
Tidemark
California
$11.3K
GEA
1471
Glen Eagle Advisors
New Jersey
$10.8K
RWM
1472
Rialto Wealth Management
New York
$10.7K +$11.5K +170 New
RWML
1473
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.7K +$1.35K +20 +13%
DRP
1474
Decker Retirement Planning
Utah
$10.7K +$11.5K +170 New
SO
1475
Sierra Ocean
California
$10.1K +$10.8K +160 New

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.