1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RSA
701
River Street Advisors
Illinois
$1.34M +$21.5K +37 +2%
PWP
702
Private Wealth Partners
California
$1.34M
AI
703
AXS Investments
New York
$1.33M -$110K -190 -8%
PWMAG
704
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33M -$12.8K -22 -1%
OIA
705
OneDigital Investment Advisors
Kansas
$1.33M +$86.6K +149 +7%
EP
706
Edgestream Partners
New Jersey
$1.32M +$449K +772 +51%
MMPW
707
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$5.23K +9 +0.4%
MA
708
Mutual Advisors
Nebraska
$1.31M +$31.4K +54 +2%
MYIA
709
Mount Yale Investment Advisors
Colorado
$1.29M -$36K -62 -3%
ADMI
710
Albert D. Mason Inc
Massachusetts
$1.29M +$40.1K +69 +3%
KLC
711
Knowledge Leaders Capital
Colorado
$1.29M -$40.7K -70 -3%
SCM
712
Sirios Capital Management
Massachusetts
$1.28M +$504K +867 +65%
M1FG
713
Mach-1 Financial Group
Arkansas
$1.27M +$1.27M +2,191 New
LA
714
LBP AM
France
$1.27M -$949K -1,633 -43%
MG
715
Mather Group
Illinois
$1.27M +$43K +74 +4%
BCM
716
Boltwood Capital Management
California
$1.26M -$303K -522 -19%
SOS
717
Silver Oak Securities
Tennessee
$1.25M +$1.23M +2,113 +5,869%
NMG
718
New Millennium Group
Utah
$1.25M +$1.25M +2,145 New
EFM
719
Eley Financial Management
Vermont
$1.24M -$11K -19 -0.9%
RJT
720
Raymond James Trust
Florida
$1.24M -$126K -216 -9%
CC
721
Cipher Capital
New York
$1.24M +$1.24M +2,136 New
PP
722
Pegasus Partners
Wisconsin
$1.21M -$164K -282 -12%
EGA
723
E&G Advisors
Texas
$1.2M -$116K -200 -9%
DZ Bank
724
DZ Bank
Germany
$1.2M -$453K -780 -27%
SC
725
Savant Capital
Illinois
$1.2M +$76.7K +132 +7%