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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
CWP
1501
Clark Wealth Partners
Illinois
$4.41K +$4.73K +70 New
CWM
1502
Crowley Wealth Management
Delaware
$4.41K +$4.73K +70 New
DWA
1503
Delos Wealth Advisors
Texas
$4.41K +$4.73K +70 New
HNW
1504
High Note Wealth
Minnesota
$4.41K +$4.73K +70 New
TWD
1505
True Wealth Design
Ohio
$4.1K +$1.35K +20 +40%
AA
1506
Ancora Advisors
Ohio
$3.9K +$1.35K +20 +50%
IHWM
1507
Iron Horse Wealth Management
Iowa
$3.78K
NSIM
1508
North Star Investment Management
Illinois
$3.78K
AS
1509
Altshuler Shaham
Israel
$3.78K +$676 +10 +20%
BFPW
1510
BOK Financial Private Wealth
Colorado
$3.78K +$1.35K +20 +50%
PS
1511
PayPay Securities
Japan
$3.78K +$4.05K +60 New
SFGP
1512
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.78K +$4.05K +60 New
SIM
1513
Synergy Investment Management
Florida
$3.78K +$4.05K +60 New
RAM
1514
Riggs Asset Management
Pennsylvania
$3.17K
OA
1515
Operose Advisors
Wisconsin
$3.15K -$34.5K -510 -91%
SIC
1516
Salem Investment Counselors
North Carolina
$3.15K -$2.03K -30 -38%
FMTCOCP
1517
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
SC
1518
Stephens Consulting
Michigan
$2.52K -$1.35K -20 -33%
GJIA
1519
Glass Jacobson Investment Advisors
Maryland
$2.52K +$2.7K +40 New
MHR
1520
Matthew Hamilton Rosenberg
$2.52K -$676 -10 -20%
IWP
1521
IAG Wealth Partners
Wisconsin
$2.52K
OWP
1522
ORG Wealth Partners
Texas
$2.52K +$1.35K +20 +100%
PWA
1523
Principia Wealth Advisory
Texas
$2.52K +$2.7K +40 New
FDCP
1524
Foster Dykema Cabot & Partners
Massachusetts
$1.89K
PCTC
1525
Perkins Coie Trust Company
Washington
$1.89K

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.