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KLA
KLAC

Overview Fund Activity

1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$366M
2
BlackRock
BlackRock
New York
+$248M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$240M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
UBS AM
UBS AM
Illinois
+$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$350M
3
Bank of America
Bank of America
North Carolina
-$302M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$273M
5
Franklin Resources
Franklin Resources
California
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCH
1476
Berkshire Capital Holdings
California
$6.3K – – –
NC
1477
NewSquare Capital
Pennsylvania
$6.3K +$6.3K +10 New
WWP
1478
WR Wealth Planners
Missouri
$5.04K -$8.19K -13 -62%
WCM
1479
WealthTrak Capital Management
Virginia
$5.04K +$5.04K +8 New
TVWM
1480
Tower View Wealth Management
Wisconsin
$4.42K – – –
FMP
1481
Financial Management Professionals
Texas
$4.41K -$5.67K -9 -56%
PWMG
1482
Private Wealth Management Group
New Jersey
$4.41K – – –
OC
1483
Oakworth Capital
Alabama
$4.41K – – –
CWA
1484
Carolina Wealth Advisors
South Carolina
$4.41K – – –
DWA
1485
Delos Wealth Advisors
Texas
$4.41K +$4.41K +7 New
CWM
1486
Crowley Wealth Management
Delaware
$4.41K +$4.41K +7 New
HNW
1487
High Note Wealth
Minnesota
$4.41K +$4.41K +7 New
TWD
1488
True Wealth Design
Ohio
$4.1K +$1.17K +2 +40%
AA
1489
Ancora Advisors
Ohio
$3.9K +$1.3K +2 +50%
IHWM
1490
Iron Horse Wealth Management
Iowa
$3.78K – – –
NSIM
1491
North Star Investment Management
Illinois
$3.78K – – –
AS
1492
Altshuler Shaham
Israel
$3.78K +$630 +1 +20%
BFPW
1493
BOK Financial Private Wealth
Colorado
$3.78K +$1.26K +2 +50%
PS
1494
PayPay Securities
Japan
$3.78K +$3.78K +6 New
SIM
1495
Synergy Investment Management
Florida
$3.78K +$3.78K +6 New
SFG
1496
Stonebridge Financial Group
Pennsylvania
$3.78K +$3.78K +6 New
RAM
1497
Riggs Asset Management
Pennsylvania
$3.17K – – –
OA
1498
Operose Advisors
Wisconsin
$3.15K -$32.1K -51 -91%
SIC
1499
Salem Investment Counselors
North Carolina
$3.15K -$1.89K -3 -38%
FMTCOCP
1500
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
58 59
60
61 62