1,541 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 545 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

0% more funds holding

Funds holding: 1,5341,541 (+7)

1.57% less ownership

Funds ownership: 85.64%84.07% (-1.6%)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$646M
Puts
$631M
Net Calls
Net Calls Change

Top Sellers

1 -$260M
2 -$238M
3 -$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
601
Monetary Management Group
Missouri
$2.55M
ADMI
602
Albert D. Mason Inc
Massachusetts
$2.54M
BWG
603
Boomfish Wealth Group
Georgia
$2.53M
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$2.52M
QC
605
Quantessence Capital
New York
$2.52M
PAG
606
Private Advisor Group
New Jersey
$2.5M
CWR
607
Chico Wealth RIA
California
$2.48M
MAS
608
Meeder Advisory Services
Ohio
$2.47M
RWM
609
Ritholtz Wealth Management
New York
$2.46M
BBP
610
Banco BTG Pactual
Brazil
$2.45M
FCP
611
Fidelis Capital Partners
Florida
$2.43M
JFG
612
Jefferies Financial Group
New York
$2.43M
PAM
613
Palisade Asset Management
Minnesota
$2.42M
SIC
614
Sigma Investment Counselors
Michigan
$2.42M
PS
615
Principal Securities
Iowa
$2.36M
LA
616
Lifeworks Advisors
Michigan
$2.36M
GI
617
GLOBALT Investments
Georgia
$2.35M
LIP
618
Liontrust Investment Partners
United Kingdom
$2.35M
WI
619
Wahed Invest
New York
$2.33M
ATC
620
Argent Trust Co
Tennessee
$2.33M
JSC
621
Jackson Square Capital
California
$2.32M
FFWA
622
FRG Family Wealth Advisors
Washington
$2.31M
COI
623
Connable Office Inc
Michigan
$2.31M
THCM
624
Taylor Hoffman Capital Management
Virginia
$2.31M
AG
625
Ascent Group
Virginia
$2.3M