1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
676
Independent Advisor Alliance
North Carolina
$1.09M +$155K +338 +17%
PP
677
Pegasus Partners
Wisconsin
$1.08M +$284K +619 +35%
RJT
678
Raymond James Trust
Florida
$1.08M +$72.5K +158 +7%
CIM
679
Contravisory Investment Management
Massachusetts
$1.08M -$42.7K -93 -4%
HIM
680
Hanlon Investment Management
New Jersey
$1.08M -$299K -652 -22%
MIH
681
Meitav Investment House
Israel
$1.07M
BRWA
682
B. Riley Wealth Advisors
Florida
$1.07M -$473K -1,031 -31%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$43.1K -94 -4%
BCV
684
Banque Cantonale Vaudoise
Switzerland
$1.06M -$4.59K -10 -0.4%
PWP
685
Private Wealth Partners
California
$1.05M
KLC
686
Knowledge Leaders Capital
Colorado
$1.05M +$1.05M +2,291 New
MYIA
687
Mount Yale Investment Advisors
Colorado
$1.05M -$1.38K -3 -0.1%
EGA
688
E&G Advisors
Texas
$1.04M +$45.9K +100 +5%
RSA
689
River Street Advisors
Illinois
$1.04M +$43.6K +95 +4%
DAS
690
Dynamic Advisor Solutions
Arizona
$1.04M -$39.9K -87 -4%
MMPW
691
Mitchell McLeod Pugh & Williams
Alabama
$1.04M +$459 +1 +0%
WI
692
Wahed Invest
New York
$1.03M +$126K +275 +14%
LNC
693
Lincoln National Corp
Pennsylvania
$1.03M -$46.8K -102 -4%
LC
694
Lindbrook Capital
California
$1.03M
SM
695
STF Management
Texas
$1.03M +$630K +1,373 +158%
CCM
696
Coldstream Capital Management
Washington
$1.01M -$14.7K -32 -1%
MA
697
Mutual Advisors
Nebraska
$1.01M +$20.6K +45 +2%
WC
698
Wexford Capital
Florida
$998K +$998K +2,175 New
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$991K +$164K +357 +20%
SA
700
SRN Advisors
Pennsylvania
$991K +$20.2K +44 +2%