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 %
Kovitz Investment Group Partners
751
Kovitz Investment Group Partners
Illinois
$1.25M +$108K +155 +9%
NB
752
Northwest Bancshares
Pennsylvania
$1.25M
BHPW
753
Beverly Hills Private Wealth
California
$1.24M +$110K +158 +10%
AWA
754
Alta Wealth Advisors
Massachusetts
$1.24M +$2.79K +4 +0.2%
MFG
755
Merit Financial Group
Georgia
$1.23M -$12.5K -18 -1%
SMH
756
Sanders Morris Harris
Texas
$1.22M
SFA
757
Sequoia Financial Advisors
Ohio
$1.22M -$740K -1,059 -38%
SMC
758
Smith, Moore & Co
Missouri
$1.22M -$190K -272 -13%
RTC
759
Riverview Trust Company
Washington
$1.21M +$105K +150 +9%
MWM
760
MorganRosel Wealth Management
Colorado
$1.21M -$64.3K -92 -5%
CWM
761
Calamos Wealth Management
Illinois
$1.2M +$1.2M +1,723 New
EWM
762
EPG Wealth Management
Georgia
$1.19M +$699 +1 +0.1%
JF
763
Jump Financial
Illinois
$1.19M -$2.51M -3,589 -68%
AA
764
AlphaQ Advisors
Florida
$1.19M +$21.7K +31 +2%
BP
765
BNP Paribas
France
$1.19M +$1.19M +1,704 New
CA
766
Cornerstone Advisors
North Carolina
$1.19M -$140K -200 -11%
TAMH
767
Taikang Asset Management (HK)
Hong Kong
$1.19M +$1.19M +1,700 New
CCG
768
Cypress Capital Group
Florida
$1.19M -$21K -30 -2%
MFG
769
Monte Financial Group
Connecticut
$1.18M -$82.4K -118 -7%
FCB
770
First County Bank
Connecticut
$1.18M
CAM
771
Cypress Asset Management
Texas
$1.17M -$17.5K -25 -1%
HA
772
Herold Advisors
New York
$1.17M +$1.17M +1,668 New
FTWA
773
Fifth Third Wealth Advisors
Ohio
$1.15M +$39.1K +56 +4%
CPC
774
Consolidated Planning Corp
Georgia
$1.15M +$655K +937 +131%
WGC
775
Watts Gwilliam & Co
Arizona
$1.15M +$1.15M +1,575 New