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KLA
KLAC

Overview Fund Activity

1,631 hedge funds and large institutions have $105B invested in KLA in 2025 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 561 increasing their positions, 640 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+91
Holders Change %
+5.91%
% of All Funds
21.87%
Holding in Top 10
50
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
220
Increased
561
Reduced
640
Closed
101
Calls
$764M
Puts
$1.13B
Net Calls
-$362M
Net Calls Change
-$377M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.94B
2
Capital International Investors
Capital International Investors
California
+$1.92B
3
Victory Capital Management
Victory Capital Management
Texas
+$374M
4
NL
Nuveen LLC
North Carolina
+$282M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$846M
3
Amundi
Amundi
France
-$407M
4
Primecap Management
Primecap Management
California
-$355M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
1576
Cherry Tree Wealth Management
Minnesota
$10.7K -$15.2K -17 -59%
KTC
1577
Kentucky Trust Company
Kentucky
$10.7K – – –
CVM
1578
Cheviot Value Management
California
$10.1K – – –
TIM
1579
Tortoise Investment Management
New York
$9.85K +$4.48K +5 +83%
IHWM
1580
Iron Horse Wealth Management
Iowa
$9.85K +$4.48K +5 +83%
TFA
1581
Toth Financial Advisory
Virginia
$8.96K – – –
CWM
1582
Cranbrook Wealth Management
Michigan
$8.96K – – –
KG
1583
Kilter Group
New York
$8.96K +$8.96K +10 New
ACM
1584
Anfield Capital Management
California
$8.96K -$3.58K -4 -29%
WPA
1585
Wealth Preservation Advisors
Tennessee
$8.96K – – –
BCH
1586
Berkshire Capital Holdings
California
$8.96K – – –
VWA
1587
VSM Wealth Advisory
Maryland
$7.17K +$7.17K +8 New
SWP
1588
Strategic Wealth Partners
Ohio
$7.17K +$7.17K +8 New
BLC
1589
Brown, Lisle/Cummings
Rhode Island
$7.16K +$895 +1 +14%
TVWM
1590
Tower View Wealth Management
Wisconsin
$6.32K – – –
PWMG
1591
Private Wealth Management Group
New Jersey
$6.27K – – –
DWA
1592
Delos Wealth Advisors
Texas
$6.27K +$6.27K +7 New
CWA
1593
Carolina Wealth Advisors
South Carolina
$6.27K – – –
CWM
1594
Crowley Wealth Management
Delaware
$6.27K – – –
BFS
1595
Bare Financial Services
Pennsylvania
$6.27K +$4.48K +5 +250%
SRCM
1596
Signature Resources Capital Management
California
$6.27K +$6.27K +7 New
PWA
1597
Physician Wealth Advisors
Utah
$5.38K +$3.58K +4 +200%
HNW
1598
High Note Wealth
Minnesota
$5.37K -$896 -1 -14%
NSIM
1599
North Star Investment Management
Illinois
$5.37K – – –
BHWM
1600
Bay Harbor Wealth Management
Maryland
$5.37K +$2.69K +3 +100%
62 63
64
65 66