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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
SIC
1476
SJS Investment Consulting
Ohio
$11.5K
CCA
1477
Criterion Capital Advisors
Tennessee
$11.5K
RWA
1478
Redmont Wealth Advisors
Illinois
$11.5K
FP
1479
Financial Perspectives
Minnesota
$11.4K
NAAA
1480
New Age Alpha Advisors
New York
$10.7K +$9.6K +130 New
SL
1481
Salomon & Ludwin
Virginia
$9.89K
OIA
1482
Optimum Investment Advisors
Illinois
$9.89K +$8.87K +120 New
TFA
1483
Toth Financial Advisory
Virginia
$8.25K +$2.96K +40 +67%
GI
1484
Gradient Investments
Minnesota
$8.24K -$37.7K -510 -84%
ATC
1485
Adirondack Trust Company
New York
$8.24K
BCH
1486
Berkshire Capital Holdings
California
$8.24K
AT
1487
Arlington Trust
Alabama
$7.42K
SC
1488
Stephens Consulting
Michigan
$7.42K +$6.65K +90 New
FCG
1489
Financial Connections Group
California
$7K +$6.65K +90 New
PWMG
1490
Private Wealth Management Group
New Jersey
$5.77K -$1.48K -20 -22%
TVWM
1491
Tower View Wealth Management
Wisconsin
$5.77K
SSB
1492
Sandy Spring Bank
Maryland
$5.77K +$4.43K +60 +600%
ETS
1493
ESL Trust Services
New York
$5.77K +$5.17K +70 New
PO
1494
Private Ocean
California
$5.77K +$5.17K +70 New
CSWM
1495
Cassady Schiller Wealth Management
Ohio
$4.95K
IHWM
1496
Iron Horse Wealth Management
Iowa
$4.95K
MTIC
1497
Missouri Trust & Investment Company
Missouri
$4.95K
NSIM
1498
North Star Investment Management
Illinois
$4.95K
TIM
1499
Tortoise Investment Management
New York
$4.95K
MHR
1500
Matthew Hamilton Rosenberg
$4.14K

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.