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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
STA
1601
Summit Trail Advisors
New York
-$810K -10,460 Closed
RIA
1602
Realta Investment Advisors
Delaware
-$850K -10,240 Closed
AIP
1603
Almanack Investment Partners
Pennsylvania
-$770K -9,950 Closed
MIS
1604
Morningstar Investment Services
Illinois
-$731K -9,340 Closed
SWP
1605
Strategic Wealth Partners
Ohio
-$707K -9,130 Closed
CCA
1606
Cadent Capital Advisors
Oklahoma
-$699K -9,030 Closed
MS
1607
Maven Securities
Jersey
-$601K -8,900 Closed
DFCM
1608
Dark Forest Capital Management
Puerto Rico
-$657K -8,480 Closed
HMS
1609
Hanseatic Management Services
New Mexico
-$620K -8,000 Closed
UAG
1610
United Advisor Group
Ohio
-$562K -7,260 Closed
GSC
1611
G&S Capital
Colorado
-$551K -7,110 Closed
NC
1612
nVerses Capital
Florida
-$542K -7,000 Closed
CCP
1613
Clough Capital Partners
Massachusetts
-$535K -6,910 Closed
ALAM
1614
Asahi Life Asset Management
Japan
-$534K -6,900 Closed
ARC
1615
Advisor Resource Council
Texas
-$527K -6,810 Closed
CWP
1616
Cyndeo Wealth Partners
Florida
-$525K -6,780 Closed
PRS
1617
Pinkerton Retirement Specialists
Idaho
-$499K -6,450 Closed
OFS
1618
OneAscent Financial Services
Alabama
-$492K -6,360 Closed
SCM
1619
Sirios Capital Management
Massachusetts
-$490K -6,330 Closed
TA
1620
TKG Advisors
Indiana
-$475K -6,130 Closed
IFU
1621
iSAM Funds (UK)
United Kingdom
-$473K -6,110 Closed
TNBTD
1622
Trustmark National Bank Trust Department
Mississippi
-$453K -5,850 Closed
EW
1623
Elyxium Wealth
California
-$448K -5,780 Closed
OWM
1624
OneAscent Wealth Management
Alabama
-$447K -5,770 Closed
AI
1625
AdvisorShares Investments
Maryland
-$445K -5,740 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.