1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
526
Caprock Group
Idaho
$4.15M -$297K -383 -7%
ECG
527
Edge Capital Group
Georgia
$4.11M -$1.65M -2,133 -29%
WJWM
528
Williams Jones Wealth Management
New York
$4.07M
DC
529
Davenport & Co
Virginia
$4.07M +$170K +220 +4%
COI
530
Connable Office Inc
Michigan
$4M -$614K -793 -13%
BWL
531
Bogart Wealth LLC
Virginia
$3.98M -$92.2K -119 -2%
DIA
532
Dana Investment Advisors
Wisconsin
$3.97M -$13.9K -18 -0.3%
A
533
Allianz
Germany
$3.93M -$983K -1,269 -20%
EBWM
534
Eagle Bluffs Wealth Management
Missouri
$3.93M -$13.9K -18 -0.4%
ETC
535
Exchange Traded Concepts
Oklahoma
$3.89M +$2.61M +3,371 +204%
SC
536
Savoie Capital
Illinois
$3.87M
LCM
537
Legato Capital Management
California
$3.77M
HKAM
538
Horizon Kinetics Asset Management
New York
$3.76M +$868K +1,121 +30%
LBC
539
Lowe Brockenbrough & Co
Virginia
$3.73M -$225K -291 -6%
EF
540
Empirical Finance
Pennsylvania
$3.7M +$65.1K +84 +2%
SIC
541
Sigma Investment Counselors
Michigan
$3.68M +$147K +190 +4%
GLR
542
Great Lakes Retirement
Ohio
$3.66M -$89.1K -115 -2%
UCFA
543
United Capital Financial Advisors
Texas
$3.64M +$87.5K +113 +2%
CA
544
CGN Advisors
Kansas
$3.61M +$142K +184 +4%
FCM
545
Fortis Capital Management
Washington
$3.6M +$167K +215 +5%
TFA
546
Teamwork Financial Advisors
Texas
$3.6M +$280K +361 +8%
SWP
547
Stratos Wealth Partners
Ohio
$3.58M -$37.9K -49 -1%
RWM
548
Ritholtz Wealth Management
New York
$3.56M -$242K -313 -6%
KeyBank National Association
549
KeyBank National Association
Ohio
$3.55M -$563K -727 -14%
NWA
550
Navis Wealth Advisors
New York
$3.54M -$381K -492 -10%