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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
CF
1526
Conquis Financial
California
$1.89K +$2.03K +30 New
PWM
1527
Parkworth Wealth Management
California
$1.89K +$2.03K +30 New
WW
1528
Winnow Wealth
Texas
$1.69K +$2.03K +30 New
CAM
1529
Creekmur Asset Management
Illinois
$1.64K -$2.7K -40 -57%
RPA
1530
Redwood Park Advisors
California
$1.26K +$1.35K +20 New
TCA
1531
Trifecta Capital Advisors
Illinois
$1.26K +$1.35K +20 New
HFS
1532
Horizon Financial Services
North Carolina
$1.26K
RWM
1533
Ruedi Wealth Management
Illinois
$1.26K
WIM
1534
Westside Investment Management
California
$1.26K
MRP
1535
Measured Risk Portfolios
California
$1.26K +$1.35K +20 New
MAS
1536
MPWM Advisory Solutions
Georgia
$1.26K +$1.35K +20 New
NWMP
1537
Noble Wealth Management PBC
Colorado
$1.26K +$1.35K +20 New
WCM
1538
Winthrop Capital Management
Indiana
$1K +$676 +10 New
SWA
1539
SOA Wealth Advisors
New York
$653
FLP
1540
Financial Life Planners
Arizona
$635 +$676 +10 New
SSB
1541
Sandy Spring Bank
Maryland
$631
PWA
1542
Physician Wealth Advisors
Utah
$631 +$676 +10 New
CAM
1543
Chesapeake Asset Management
New York
$630
NMG
1544
New Millennium Group
Utah
$630
WA
1545
WestEnd Advisors
North Carolina
$630
AWM
1546
Activest Wealth Management
Florida
$630 +$676 +10 New
CAWM
1547
Capital A Wealth Management
Pennsylvania
$630 +$676 +10 New
SMAM
1548
Sugar Maple Asset Management
Wisconsin
$630 +$676 +10 New
MP
1549
Munro Partners
Australia
-$71.9M -928,400 Closed
Hudson Bay Capital Management
1550
Hudson Bay Capital Management
Connecticut
-$27.1M -350,000 Closed

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.