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 %
DWM
701
Dynasty Wealth Management
Florida
$1.56M +$1.56M +2,226 New
SC
702
Savant Capital
Illinois
$1.54M +$105K +151 +7%
MA
703
Mutual Advisors
Nebraska
$1.53M -$37K -53 -2%
IMCOOI
704
Investment Management Corp of Ontario (IMCO)
Canada
$1.53M -$699K -1,000 -31%
KLC
705
Knowledge Leaders Capital
Colorado
$1.53M -$24.5K -35 -2%
AG
706
Ascent Group
Virginia
$1.53M +$400K +572 +35%
MMPW
707
Mitchell McLeod Pugh & Williams
Alabama
$1.52M -$58.7K -84 -4%
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$1.52M +$1.52M +2,178 New
I
709
InceptionR
California
$1.51M +$1.23M +1,767 +445%
CIC
710
Chilton Investment Company
Connecticut
$1.5M +$1.5M +2,151 New
CIM
711
Contravisory Investment Management
Massachusetts
$1.5M -$120K -172 -7%
EFM
712
Eley Financial Management
Vermont
$1.48M -$11.9K -17 -0.8%
MWM
713
Meridian Wealth Management
Kentucky
$1.47M +$39.8K +57 +3%
EGA
714
E&G Advisors
Texas
$1.47M +$21.7K +31 +1%
HTC
715
Haverford Trust Company
Pennsylvania
$1.46M -$192K -275 -12%
BCM
716
Boltwood Capital Management
California
$1.46M -$55.9K -80 -4%
GVAG
717
Great Valley Advisor Group
Delaware
$1.44M -$3.77M -5,402 -72%
ILI
718
Invesco LLC (Illinois)
Illinois
$1.44M -$337K -482 -19%
ZB
719
Zions Bancorporation
Utah
$1.42M -$469K -672 -25%
PS
720
Principal Securities
Iowa
$1.42M +$440K +630 +45%
FCP
721
Fidelis Capital Partners
Florida
$1.41M +$483K +691 +52%
TC
722
Truvestments Capital
Florida
$1.41M -$2.29M -3,281 -62%
IAA
723
Independent Advisor Alliance
North Carolina
$1.41M -$276K -395 -16%
TA
724
TFG Advisers
Michigan
$1.41M +$9.08K +13 +0.7%
BL
725
Balentine LLC
Georgia
$1.4M +$372K +532 +36%