1,454 hedge funds and large institutions have $82B invested in KLA in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 481 increasing their positions, 580 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,454
Holders Change
+67
Holders Change %
+4.83%
% of All Funds
21.08%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.74%
New
187
Increased
481
Reduced
580
Closed
102
Calls
$952M
Puts
$1.12B
Net Calls
-$172M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SNB
676
Security National Bank
Nebraska
$1.73M +$1.56M +2,227 +891%
TA
677
Tectonic Advisors
Texas
$1.72M -$53.8K -77 -3%
IAN
678
Integrated Advisors Network
Texas
$1.72M -$4.57M -6,543 -73%
MAS
679
Meeder Advisory Services
Ohio
$1.72M -$23.8K -34 -1%
CCM
680
Coldstream Capital Management
Washington
$1.7M -$65K -93 -4%
MFGM
681
Marshall Financial Group (Maryland)
Maryland
$1.7M +$74.7K +107 +5%
IFWM
682
Institute for Wealth Management
Colorado
$1.7M
OIA
683
OneDigital Investment Advisors
Kansas
$1.69M +$97.1K +139 +6%
TFS
684
Thoroughbred Financial Services
Tennessee
$1.69M -$1,000K -1,431 -37%
RSA
685
River Street Advisors
Illinois
$1.69M +$78.2K +112 +5%
RJT
686
Raymond James Trust
Florida
$1.68M +$192K +275 +13%
LC
687
Lavaca Capital
Texas
$1.68M +$699 +1 +0%
DM
688
Delphi Management
Massachusetts
$1.68M -$161K -230 -9%
HFM
689
Hartford Financial Management
Connecticut
$1.67M -$5.59K -8 -0.3%
JCM
690
Jacobi Capital Management
Pennsylvania
$1.67M +$34.9K +50 +2%
NSB
691
Norway Savings Bank
Maine
$1.65M -$129K -185 -7%
UFF
692
USA Financial Formulas
Michigan
$1.64M -$1.15M -1,647 -41%
BW
693
Bison Wealth
Georgia
$1.63M -$250K -358 -13%
GCM
694
Genus Capital Management
British Columbia, Canada
$1.61M +$1.61M +2,311 New
PWP
695
Private Wealth Partners
California
$1.61M
MYIA
696
Mount Yale Investment Advisors
Colorado
$1.59M +$37.7K +54 +2%
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$1.59M -$14K -20 -0.9%
ADMI
698
Albert D. Mason Inc
Massachusetts
$1.58M +$23K +33 +1%
SM
699
STF Management
Texas
$1.57M -$47.5K -68 -3%
DAS
700
Dynamic Advisor Solutions
Arizona
$1.57M +$221K +316 +16%