1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
DM
751
Delphi Management
Massachusetts
$1.35M -$8.16K -12 -0.6%
MC
752
Moors & Cabot
Massachusetts
$1.34M +$89.1K +131 +7%
HWMO
753
Heritage Wealth Management (Ohio)
Ohio
$1.34M -$146K -215 -10%
GVAG
754
Great Valley Advisor Group
Delaware
$1.33M -$38.8K -57 -3%
BAM
755
Belpointe Asset Management
Nevada
$1.32M +$300K +442 +29%
VNA
756
Valley National Advisers
Pennsylvania
$1.32M -$28.5K -42 -2%
SFS
757
Stiles Financial Services
Minnesota
$1.31M -$679 -1 -0.1%
FA
758
Fiduciary Alliance
South Carolina
$1.31M +$21.1K +31 +2%
HP
759
Haven Private
Florida
$1.29M +$2.04K +3 +0.2%
FPCP
760
Fort Point Capital Partners
California
$1.28M -$5.5M -8,088 -81%
AI
761
AXS Investments
New York
$1.27M -$180K -265 -12%
WCF
762
West Coast Financial
California
$1.26M -$459K -676 -27%
CAM
763
Cypress Asset Management
Texas
$1.26M +$51K +75 +4%
RAM
764
Ramirez Asset Management
New York
$1.25M -$365K -537 -23%
TCOT
765
Trust Company of Toledo
Ohio
$1.25M -$98.6K -145 -7%
MBT
766
Montecito Bank & Trust
California
$1.25M +$34K +50 +3%
AWA
767
Alta Wealth Advisors
Massachusetts
$1.25M +$4.76K +7 +0.4%
MFG
768
Monte Financial Group
Connecticut
$1.24M +$33.6K +53 +3%
LJAC
769
L.J. Altfest & Co
New York
$1.24M -$5.44K -8 -0.4%
PFW
770
Petros Family Wealth
Minnesota
$1.23M -$64.6K -95 -5%
LHC
771
Little House Capital
Massachusetts
$1.23M +$172K +253 +16%
LCM
772
Landscape Capital Management
New Jersey
$1.23M -$879K -1,293 -42%
BP
773
Ballentine Partners
Massachusetts
$1.23M +$74.8K +110 +7%
RFC
774
Regions Financial Corp
Alabama
$1.22M -$50.3K -74 -4%
CWM
775
Calamos Wealth Management
Illinois
$1.22M +$13.6K +20 +1%