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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
SGI
1651
Summit Global Investments
Utah
-$253K -3,270 Closed
VC
1652
Veracity Capital
Georgia
-$253K -3,270 Closed
HAM
1653
Harmony Asset Management
Arizona
-$243K -3,130 Closed
LA
1654
Latitude Advisors
Florida
-$242K -3,120 Closed
TWP
1655
Tower Wealth Partners
Pennsylvania
-$240K -3,100 Closed
DLA
1656
Douglas Lane & Associates
New York
-$236K -3,050 Closed
QPWM
1657
Quadrant Private Wealth Management
Pennsylvania
-$236K -3,050 Closed
MPPLM
1658
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$235K -3,040 Closed
KFS
1659
Kelly Financial Services
Massachusetts
-$234K -3,030 Closed
PCMC
1660
Paragon Capital Management (Colorado)
Colorado
-$234K -3,020 Closed
CIG
1661
Cairn Investment Group
Washington
-$232K -3,000 Closed
HFAS
1662
Hummer Financial Advisory Services
Illinois
-$232K -3,000 Closed
LD
1663
Lipe & Dalton
New York
-$232K -3,000 Closed
PWP
1664
Private Wealth Partners
California
-$232K -3,000 Closed
SW
1665
Solidarity Wealth
Utah
-$232K -3,000 Closed
DM
1666
Deerfield Management
New York
-$232K -2,990 Closed
DWS
1667
Dynamic Wealth Strategies
California
-$229K -2,960 Closed
CWM
1668
Congress Wealth Management
Massachusetts
-$228K -2,940 Closed
SCP
1669
Sivia Capital Partners
California
-$226K -2,920 Closed
ZIC
1670
ZWJ Investment Counsel
Georgia
-$226K -2,920 Closed
CAM
1671
Cidel Asset Management
Ontario, Canada
-$225K -2,910 Closed
SAI
1672
Savvy Advisors Inc
New York
-$226K -2,910 Closed
ACGA
1673
Atlanta Consulting Group Advisors
Georgia
-$222K -2,870 Closed
ATS
1674
Ashton Thomas Securities
New York
-$221K -2,860 Closed
CG
1675
CFO4Life Group
Texas
-$221K -2,850 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.