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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 %
SC
1501
Stephens Consulting
Michigan
$2.52K -$1.26K -2 -33%
GJIA
1502
Glass Jacobson Investment Advisors
Maryland
$2.52K +$2.52K +4 New
MHR
1503
Matthew Hamilton Rosenberg
$2.52K -$630 -1 -20%
IWP
1504
IAG Wealth Partners
Wisconsin
$2.52K – – –
OWP
1505
ORG Wealth Partners
Texas
$2.52K +$1.26K +2 +100%
PWA
1506
Principia Wealth Advisory
Texas
$2.52K +$2.52K +4 New
FDCP
1507
Foster Dykema Cabot & Partners
Massachusetts
$1.89K – – –
PCTC
1508
Perkins Coie Trust Company
Washington
$1.89K – – –
PWM
1509
Parkworth Wealth Management
California
$1.89K +$1.89K +3 New
CF
1510
Conquis Financial
California
$1.89K +$1.89K +3 New
WW
1511
Winnow Wealth
Texas
$1.69K +$1.69K +3 New
CAM
1512
Creekmur Asset Management
Illinois
$1.64K -$2.19K -4 -57%
RPA
1513
Redwood Park Advisors
California
$1.26K +$1.26K +2 New
TCA
1514
Trifecta Capital Advisors
Illinois
$1.26K +$1.26K +2 New
RWM
1515
Ruedi Wealth Management
Illinois
$1.26K – – –
HFS
1516
Horizon Financial Services
North Carolina
$1.26K – – –
WIM
1517
Westside Investment Management
California
$1.26K – – –
MAS
1518
MPWM Advisory Solutions
Georgia
$1.26K +$1.26K +2 New
NWMP
1519
Noble Wealth Management PBC
Colorado
$1.26K +$1.26K +2 New
MRP
1520
Measured Risk Portfolios
California
$1.26K +$1.26K +2 New
WCM
1521
Winthrop Capital Management
Indiana
$1K +$1K +1 New
SWA
1522
SOA Wealth Advisors
New York
$653 – – –
FLP
1523
Financial Life Planners
Arizona
$635 +$635 +1 New
SSB
1524
Sandy Spring Bank
Maryland
$631 – – –
PWA
1525
Physician Wealth Advisors
Utah
$631 +$631 +1 New
59 60
61
62 63