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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
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
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
CVM
1501
Cheviot Value Management
California
$7.63K +$7.92K +110 New
PWA
1502
Principia Wealth Advisory
Texas
$7.03K +$4.32K +60 +150%
BCH
1503
Berkshire Capital Holdings
California
$6.8K
CWM
1504
Cranbrook Wealth Management
Michigan
$6.8K
SIC
1505
SJS Investment Consulting
Ohio
$6.8K
TFA
1506
Toth Financial Advisory
Virginia
$6.8K
WPA
1507
Wealth Preservation Advisors
Tennessee
$6.8K +$7.2K +100 New
SFGP
1508
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.44K +$1.44K +20 +33%
DWM
1509
Dogwood Wealth Management
Kansas
$5.44K +$5.76K +80 New
TVWM
1510
Tower View Wealth Management
Wisconsin
$4.78K
CWA
1511
Carolina Wealth Advisors
South Carolina
$4.76K
CWM
1512
Crowley Wealth Management
Delaware
$4.76K
HNW
1513
High Note Wealth
Minnesota
$4.76K
OC
1514
Oakworth Capital
Alabama
$4.76K
PWMG
1515
Private Wealth Management Group
New Jersey
$4.76K
BLC
1516
Brown, Lisle/Cummings
Rhode Island
$4.76K +$5.04K +70 New
TIM
1517
Tortoise Investment Management
New York
$4.08K -$30.3K -420 -88%
IHWM
1518
Iron Horse Wealth Management
Iowa
$4.08K
NSIM
1519
North Star Investment Management
Illinois
$4.08K
SIM
1520
Synergy Investment Management
Florida
$4.08K
HFS
1521
Hughes Financial Services
Virginia
$3.41K +$3.6K +50 New
AS
1522
Altshuler Shaham
Israel
$3.4K -$720 -10 -17%
RAM
1523
Riggs Asset Management
Pennsylvania
$3.4K
GC
1524
Garde Capital
Washington
$3.4K +$3.6K +50 New
T
1525
TOBAM
France
$3K -$86.4K -1,200 -96%

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.