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KLA
KLAC

Overview Fund Activity

1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$459M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Amundi
Amundi
France
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$260M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$238M
3
Primecap Management
Primecap Management
California
-$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1476
AmeriFlex Group
Nevada
$8.16K – – –
KTC
1477
Kentucky Trust Company
Kentucky
$8.16K +$8.16K +12 New
GP
1478
Greenline Partners
New York
$8.16K +$8.16K +12 New
CVM
1479
Cheviot Value Management
California
$7.63K +$7.63K +11 New
PWA
1480
Principia Wealth Advisory
Texas
$7.03K +$4.22K +6 +150%
CWM
1481
Cranbrook Wealth Management
Michigan
$6.8K – – –
SIC
1482
SJS Investment Consulting
Ohio
$6.8K – – –
TFA
1483
Toth Financial Advisory
Virginia
$6.8K – – –
BCH
1484
Berkshire Capital Holdings
California
$6.8K – – –
WPA
1485
Wealth Preservation Advisors
Tennessee
$6.8K +$6.8K +10 New
SFG
1486
Stonebridge Financial Group
Pennsylvania
$5.44K +$1.36K +2 +33%
DWM
1487
Dogwood Wealth Management
Kansas
$5.44K +$5.44K +8 New
TVWM
1488
Tower View Wealth Management
Wisconsin
$4.78K – – –
CWM
1489
Crowley Wealth Management
Delaware
$4.76K – – –
PWMG
1490
Private Wealth Management Group
New Jersey
$4.76K – – –
OC
1491
Oakworth Capital
Alabama
$4.76K – – –
CWA
1492
Carolina Wealth Advisors
South Carolina
$4.76K – – –
HNW
1493
High Note Wealth
Minnesota
$4.76K – – –
BLC
1494
Brown, Lisle/Cummings
Rhode Island
$4.76K +$4.76K +7 New
TIM
1495
Tortoise Investment Management
New York
$4.08K -$28.6K -42 -88%
NSIM
1496
North Star Investment Management
Illinois
$4.08K – – –
IHWM
1497
Iron Horse Wealth Management
Iowa
$4.08K – – –
SIM
1498
Synergy Investment Management
Florida
$4.08K – – –
HFS
1499
Hughes Financial Services
Virginia
$3.41K +$3.41K +5 New
AS
1500
Altshuler Shaham
Israel
$3.4K -$680 -1 -17%
58 59
60
61 62