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
LCM
776
Leisure Capital Management
California
$3.27M
SAM
777
Smartleaf Asset Management
Massachusetts
$3.27M
LT
778
Legacy Trust
Michigan
$3.26M
MYAM
779
Meiji Yasuda Asset Management
Japan
$3.26M
WPC
780
Wedmont Private Capital
Pennsylvania
$3.25M
SAM
781
Sagewood Asset Management
New York
$3.23M
NA
782
Navellier & Associates
Nevada
$3.2M
IPAM
783
ICICI Prudential Asset Management
India
$3.2M
JSW
784
Journey Strategic Wealth
New Jersey
$3.2M
AWA
785
Arkadios Wealth Advisors
Georgia
$3.19M
SC
786
Syon Capital
California
$3.19M
AAS
787
Ameritas Advisory Services
Nebraska
$3.18M
HKAM
788
Horizon Kinetics Asset Management
New York
$3.18M
CWS
789
Confluence Wealth Services
Pennsylvania
$3.17M
AWA
790
Acumen Wealth Advisors
Tennessee
$3.15M
RA
791
RFG Advisory
Alabama
$3.12M
OAM
792
Ostrum Asset Management
France
$3.12M
TPCW
793
TD Private Client Wealth
New York
$3.1M
PF
794
Phoenix Financial
Israel
$3.1M
RSA
795
River Street Advisors
Illinois
$3.07M
OF
796
Optimize Financial
California
$3.07M
CGFA
797
Colton Groome Financial Advisors
North Carolina
$3.05M
FC
798
Fjell Capital
North Dakota
$3.05M
BP
799
Ballentine Partners
Massachusetts
$3.04M
QI
800
Qtron Investments
Massachusetts
$3.01M