2,042 hedge funds and large institutions have $168B invested in KLA in 2026 Q1 according to their latest regulatory filings, with 285 funds opening new positions, 658 increasing their positions, 816 reducing their positions, and 97 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.61% less ownership

Funds ownership: 89.88%87.27% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 816

39% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.57B

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.56B
Puts
$2.57B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
701
U.S. Capital Wealth Advisors
Texas
$4.42M
VFM
702
Viking Fund Management
North Dakota
$4.42M
JWA
703
JFS Wealth Advisors
Pennsylvania
$4.35M
CCM
704
Connective Capital Management
California
$4.34M
CIA
705
Concurrent Investment Advisors
Florida
$4.32M
SAM
706
Silvercrest Asset Management
New York
$4.3M
SWP
707
Stratos Wealth Partners
Ohio
$4.28M
MB
708
MidFirst Bank
Oklahoma
$4.25M
QCG
709
Quadrant Capital Group
Ohio
$4.25M
RC
710
Rexford Capital
Texas
$4.24M
WCA
711
Westover Capital Advisors
Delaware
$4.23M
PCA
712
Peddock Capital Advisors
Massachusetts
$4.21M
FM
713
Foster & Motley
Ohio
$4.2M
ODFS
714
O'Donnell Financial Services
California
$4.19M
GI
715
GS Investments
Minnesota
$4.17M
UHC
716
Union Heritage Capital
Michigan
$4.15M
BWG
717
Boomfish Wealth Group
Georgia
$4.15M
CA
718
CoreCap Advisors
Michigan
$4.06M
SFS
719
Sowell Financial Services
Arkansas
$4.06M
CA
720
CGN Advisors
Kansas
$4.05M
PA
721
Parallel Advisors
California
$4.05M
MYIA
722
Mount Yale Investment Advisors
Colorado
$4M
MMG
723
Monetary Management Group
Missouri
$3.99M
GLA
724
Great Lakes Advisors
Illinois
$3.98M
VT
725
Vise Technologies
New York
$3.97M