We are live on ! Find out more

1,531 hedge funds and large institutions have $96.9B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 553 increasing their positions, 583 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 90

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

18% more capital invested

Capital invested by funds: $82.2B → $96.9B (+$14.7B)

5% more funds holding

Funds holding: 1,4651,531 (+66)

1.87% more ownership

Funds ownership: 871.61%873.48% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 583

7% less call options, than puts

Call options by funds: $923M | Put options by funds: $995M

Holders
1,531
Holders Change
+66
Holders Change %
+4.51%
% of All Funds
22.11%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
553
Reduced
583
Closed
90
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
SPS
1576
Susquehanna Portfolio Strategies
Pennsylvania
-$629K -9,000 Closed
OFS
1577
OneAscent Financial Services
Alabama
-$603K -8,630 Closed
OWA
1578
One Wealth Advisors
California
-$597K -8,540 Closed
Marshall Wace
1579
Marshall Wace
United Kingdom
-$545K -7,800 Closed
VI
1580
Versor Investments
New York
-$446K -6,390 Closed
CBFP
1581
Cedar Brook Financial Partners
Ohio
-$434K -6,210 Closed
NL
1582
NWAM LLC
Washington
-$441K -6,190 Closed
OWM
1583
OneAscent Wealth Management
Alabama
-$407K -5,830 Closed
ARC
1584
Advisor Resource Council
Texas
-$303K -5,220 Closed
IPW
1585
Impact Partnership Wealth
Georgia
-$345K -4,940 Closed
PIM
1586
Paradice Investment Management
Colorado
-$343K -4,910 Closed
CM
1587
Capula Management
Cayman Islands
-$343K -4,640 Closed
DWA
1588
Delap Wealth Advisory
Oregon
-$323K -4,620 Closed
CAIMH
1589
Central Asset Investments & Management Holdings
Hong Kong
-$320K -4,580 Closed
WA
1590
WBH Advisory
Maryland
-$316K -4,520 Closed
MCM
1591
Mengis Capital Management
Oregon
-$307K -4,400 Closed
FFP
1592
FourThought Financial Partners
Florida
-$305K -4,360 Closed
FP
1593
Foundry Partners
Minnesota
-$302K -4,330 Closed
NAG
1594
Northstar Advisory Group
New Jersey
-$298K -4,190 Closed
BFM
1595
Boothbay Fund Management
New York
-$287K -4,110 Closed
DFG
1596
Delta Financial Group
New Jersey
-$282K -4,030 Closed
UAG
1597
United Advisor Group
Ohio
-$279K -4,000 Closed
EW
1598
Evoke Wealth
California
-$277K -3,960 Closed
SAM
1599
Strategy Asset Managers
California
-$256K -3,660 Closed
CWM
1600
Campbell Wealth Management
Virginia
-$236K -3,370 Closed

KLAC Hedge Fund Activity: Q2 2024 in Review

1,531 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2024, worth a combined $96.9B — up 18% from $82.2B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KLAC positions and 90 closed out — a net gain of 84 holders — while 553 added to existing stakes and 583 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $406M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,531 institutional investors held KLA (KLAC) as of Q2 2024, up from 1,465 in Q1 2024.
  • Funds reported $96.9B of KLA stock for Q2 2024, up 18% quarter-over-quarter.
  • 174 funds opened new KLA positions in Q2 2024 and 90 closed out, a net change of +84 holders.
  • The largest KLA buyer in Q2 2024 was Swedbank, an estimated $406M added.
  • The largest KLA seller in Q2 2024 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2024.